1031 Exchange Securities Using A DST

If you are selling a rental property and have large capital gains taxes, and you would would like to defer paying the capital gains tax, then 1031 Exchange Securities can help you accomplish this. In this article, we will go over the basics of the 1031 Exchange Securities, what a DST (Delaware Statutory Trust) is, and how it can help you when you are selling a rental property. Nobody wants to write a large check to the federal government to pay for your capital gains tax. There are solutions utilizing 1031 Exchange Securities that will still allow you to continue to receive passive monthly income, while deferring your capital gains tax. There are multiple strategies we utilize at Winthco Wealth Management to help defer these capital gains tax over an extended period of time, and still get monthly income. 1031 exchange securities are regulated by the SEC and FINRA. These 1031 exchange securitized investment products like the Delaware Statutory Trust can be great investments when it comes to passive monthly income, deferral of capital gains tax, and the potential appreciation when the investmentment properties are sold. If you would like to receive a Free consultation on how we can help you defer your capital gains tax and passive monthly income utilizing the 1031 Exchange Securities, then fill out the form below, or call our office directly at - 805-583-2720 and we would be happy to answer any questions you have! If you would like to visit the Winthco Wealth Management office in person to discuss the available 1031 exchange securities to invest in, you can do so at - 1871 Tapo St. Simi Valley California 93063.

What Are 1031 Exchange Securities?

1031 Exchange Securities allow you to buy a fractional interest in a portfolio of properties that allow you to 1031 exchange the proceeds from the sale of your rental property into a portfolio of investment properties. These investment properties are purchased by the DST (Delaware Statutory Trust) sponsor. These DST properties typically include multifamily apartment buildings, public storage properties, senior living 1031 Exchange Securities, student housing properties, and hotels. These DST 1031 Exchange Securities will yield on average 4-7% of passive monthly income. These DST 1031 Exchange Securities are regulated by the SEC and allow you to defer your capital gains tax while you receive passive monthly income as if you are the landlord of these DST properties. The typical hold time of these DST 1031 Exchange Securities is on average 5-9 years. At Winthco Wealth Management we build our clients an exit strategy if needed to still defer your capital gains tax, but pull out proceeds over an extended period of time. Because the hold time of these Delaware Statutory Trust 1031 Exchange Securities can be up to 9+ years, we build our clients a custom portfolio of DST properties that allow you to be diversified and have the options to take proceeds at the time of the DST liquidation. We like to diversify our clients in 3-5 different DST portfolios as possible. Some DST 1031 Exchange Securities could sell in as little as 5 years or less depending on the Delaware Statutory Trust sponsor. If the 1031 Exchange Securities sponsor has built an appreciated yield of 10% or more, they may decide to liquidate and sell the properties. At the time of the 1031 Exchange Securities liquidation, you have the option to take the amount invested, plus the appreciation on the properties, and pay the capital gains tax on that portion. This strategy in the 1031 Exchange Securities allows you to continue to receive monthly income, and pay a smaller capital gains tax spread over an extended period of time. If this is something that fits your needs, please fill out the form below, or call our office directly - 805-583-2720 and we would be happy to have a brief intro call and discuss how the 1031 Exchange Securities can help you! If you would like to visit the Winthco Wealth Management office in person to review some of the 1031 exchange securitized properties, you can do so at - 1871 Tapo St. Simi Valley California 93063.

Can I Keep Deferring My Capital Gains Tax With DST 1031 Exchange Securities?

If you do not want to take the proceeds from the sell of the DST 1031 Exchange Securities, you can continue to 131 exchange into other DST 1031 portfolios. At this time, we will build another strategy to diversify even more of your investment, into multiple other DST 1031 Exchange Securities. We have the option to 1031 exchange into 3 or more DST portfolios to mitigate your risk even more. At Winthco Wealth Management, preservation of capital is our top priority for our clients. This diversification of 1031 Exchange Securities will allow you to have smaller investments spread over multiple DST properties and give you more options to take proceeds over time and pay smaller capital gains tax. If the DST 1031 Exchange Securities is a legacy tool to pass your wealth on to your siblings, you can defer the capital gains tax for life. At the date of death, your beneficiaries will get a step up in cost basis on the 1031 Exchange Securities. Your beneficiaries have the option to take the proceeds in cash, or continue to invest in the DST 1031 Exchange Securities and receive monthly income. There is a lot of flexibility in the Delaware Statutory Trust 1031 Exchange Securities and we will help you navigate all the options that fit your needs. You have many options to review, and we want to present all available options for you to make a sounds educated investment decision. If you are ready to learn more about the DST 1031 Exchange Securities, and how it can help you, please fill out the form below, or call 805-583-2720 and we would be happy to discuss your situation. If you would like to visit the Winthco Wealth Management office in person to talk about the 1031 exchange securities available, you can do so at - 1871 Tapo St. Simi Valley California 93063.

*Disclosure:

This website is neither an offer to sell nor a solicitation of an offer to buy any security which can be made only by a prospectus, or offering memorandum, which has been filed or registered with appropriate state and federal regulatory agencies, and sold only by broker dealers and registered investment advisors authorized to do so.

Additionally, we cannot offer any of our open offerings unless we have a pre-existing relationship with a customer.  Once we have obtained sufficient information to perform an evaluation of our new customers’ financial circumstances and sophistication in determining his or her status as an accredited investor, we would be able to discuss future offerings once they become available.