Delaware Statutory Trust 1031 Exchange Info

if you have a rental piece of real estate weather it is a multi family home, or a commercial building, you have capital gains. You are concerned about the capital gains tax on your real estate that you must pay to the government. You may have heard about the Delaware Statutory Trust 1031 Exchange to help defer the capital gains tax. Deferring the capital gains tax on your real estate sounds appealing, but you may not full understand what a Delaware Statutory Trust 1031 Exchange is, and how the DST 1031 exchange process works. In this article, we will explain some of the benefits of a Delaware Statutory Trust 1031 Exchange, some of the risks of a Delaware Statutory Trust 1031 Exchange, and how the Delaware Statutory Trust 1031 Exchange process works so you can be fully educated! There are many benefits to utilizing the DST in your 1031 exchange to help defer the capital gains tax, receive passive monthly income, and the potential appreciation when the properties are sold. We will go over some of these benefits for you in this post. We know your 1031 exchange process could be a stressful one, but we want to make it as stress free as possible. After reading this Delaware Statutory Trust 1031 Exchange article, and you still have questions, you can fill out the form below, or call our office directly and we will be happy to provide you with more info! If you would like to visit the Winthco Wealth Management office in person to talk about the Delaware Statutory Trust 1031 Exchange process and how it can help you, you can do so at - 1871 Tapo St. Simi Valley California 93063.

Benefits Delaware Statutory Trust 1031 Exchange

After doing your research about the Delaware Statutory Trust 1031 Exchange, you want to know what the benefits are that can help you when you are selling your investment property. Some of the Delaware Statutory Trust 1031 Exchange benefits include -

• Deferring capital gains tax
• Passive monthly income
• Potential appreciation gains when the DST property is sold
• Diversification of real property investments 
• Appreciation on 1031 DST properties
• No property management headaches 
• Quick easy process with quick close
• No upfront out of pocket fees

These are some great benefits Delaware Statutory Trust 1031 Exchange, but everyone wants to know what the Delaware Statutory Trust 1031 Exchange risks are. Some of the risks Delaware Statutory Trust 1031 Exchange include non liquid investment, long hold of 5-7 years, and lack of control of properties. As you can see, the benefits Delaware Statutory Trust 1031 Exchange outweigh the Delaware Statutory Trust 1031 Exchange risks. There are also many other companies that are very high risk, and we would help you identify those for you in your Delaware Statutory Trust 1031 Exchange info research. If you think you can benefit from the 1031 DST if you do not want to purchase another physical replacement property, then give us a call and we will go over all the available options for you.  For example we have done some reviews on another DST 1031 sponsor for you to explore.  If you would like to know more about the Delaware Statutory Trust 1031Exchange please fill out the form below, or call our office 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 DST 1031 exchange process, you can do so at - 1871 Tapo St. Simi Valley California 93063.

Process Of Delaware Statutory Trust 1031 Exchange & Timeline 

The next steps to consider is the timeline and the process of the Delaware Statutory Trust 1031 Exchange. There are a few major things to consider when doing either a 1031 exchange, or a Delaware Statutory Trust 1031 Exchange. The first, and most important thing to know and consider is making sure you have a qualified intermediary setup and in place. The qualified intermediary acts as the "escrow" in the transaction but is required by the IRS. In order to be in compliance with your Delaware Statutory Trust 1031 Exchange. The qualified intermediary (QI) works with the escrow to divert the closing proceeds to the DST investment portfolio to ensure you do not take constructive receipt of the funds. When you have the qualified intermediary setup in your Delaware Statutory Trust 1031 Exchange, and you close escrow on your property, you have 45 days to identify your replacement property. There are many different rules to be in compliance with the IRS such as the 3 property rule, 200% rule, and 90% rule. We will work with you to find out the best means in identification in your 45 days if you have debt on your property. It is a very simple process to identify the DST in your 1031 exchange, and we will handle all the paperwork for you to make sure it is not a burden for you! 

If you are ready to learn more about the Delaware Statutory Trust 1031 Exchange or stat the process, please fill out the form below, or call our office at 805-583-2720 and we will provide you with as much info as you need, and answer any and all questions that you may have in regards to your Delaware Statutory Trust 1031 Exchange! We look forward to speaking with you. If you would like to visit the Winthco Wealth Management office in person to learn more about the 1031 exchange DST, you can do so at - 1871 Tapo St. Simi Valley California 93063.The Winthco Wealth Management Team looks forward to speaking to each and everyone of you and assisting you with your 1031 exchange DST needs! 

*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.