Your Solution to Defer Capital Gains Taxes
1031 Exchange DST Made Simple
If you own a rental property and are looking to sell it, you are subject to the capital gains tax. With a 1031 Exchange Delaware Statutory Trust (DST) you can defer these capital gains taxes by investing the proceeds into a DST and buying a fractional interest in a portfolio of rental income properties.
We work with the largest and most reputable DST sponsors in the industry. We can provide you with the most recent DST portfolio of properties available. Our team is here to work with you through the entire process.
Working With You Through the Entire DST Process
Doing a 1031 Exchange DST might seem like a long tedious process. There are a lot of rules and paperwork that need to be completed to successfully defer your capital gains tax utilizing the 1031 DST. Our team is here to work with you every step of the way.
What is a 1031 Exchange?
A 1031 Exchange Delaware Statutory Trust, or DST, is an entity that is used to defer capital gains tax from the sale of rental property into a portfolio of real estate. Through a 1031 Exchange Delaware Statutory Trust, you can invest a fractional interest into real estate that qualifies as a “like-kind” exchange replacement property.
Benefits of a 1031 Exchange?
There are several benefits of 1031 exchange DST, including:
- Deferring capital gains tax
- Potential passive monthly income
- Potential appreciation of DST properties
- Diversification of multiple properties*
- Quick process
- Quick close
- Custom asset allocation based on LTV
*Diversification does not assure or guarantee better performance/profit and cannot eliminate the risk of investment losses in declining markets.
**The properties depicted here are representative examples of the types of property that can be owned within a DST. They are not intended to depict or represent any particular investment offering.
Limitations of a 1031 Exchange?
There are several limitations you should consider before conducting a 1031 exchange DST, including:
- Illiquid investment
- No secondary market
- No control over DST investment
- Potentially high fees
**The properties depicted here are representative examples of the types of property that can be owned within a DST. They are not intended to depict or represent any particular investment offering.
Educating Clients Through the DST Process
We will educate you, and provide you with as much information as you need to fully understand the benefits of the 1031 DST. Our goal is to make sure you are well-informed, answer ALL of your questions, and make the 1031 exchange process as stress-free as possible for you!
Providing Your Detailed Report
Receive an asset allocation breakdown to show your projected cash flow, as well as the properties you are diversified into. If you have debt on your property, we will replace the debt with the appropriate DST properties. If you have a high LTV (loan to value) or debt, we have Zero coupon properties with high LTV to ensure we can replace your debt!
1031 Exchange Sample Properties
Multifamily Properties
In a 1031 Exchange DST you can invest in multifamily rental properties across the United States
Hotels
In a 1031 Exchange DST you can invest in a wide variety of hotels across the United States
Health Centers
In a 1031 Exchange DST you can invest in a wide variety of health centers that have an average of 10-year leases
Shopping Centers
In a 1031 Exchange DST you can invest in a wide variety of shopping centers across the United States
Your Solution To Defer Capital Gains Taxes
Our team can help you through the DST process and help you avoid high capital gains taxes. Click the link below to get a free 1031 Exchange DST consultation.
Our Experienced Team is Ready to Help
Our team is comprised of CPAs and licensed financial advisors, so you can be certain your wealth and future are handled by some of the most qualified in the industry.
*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.
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When you choose to work with Winthco Wealth Management, you can expect personalized service, professional advice and integrity every step of the way.
Our Team
Our professionals have helped guide clients through issues and concerns, offering plans to address their situation.
Contact Us
We would be honored to advise you about next steps. Schedule a meeting with one of our advisors to learn more.