LEARN ABOUT STRESS-FREE WAYS TO DEFER CAPITAL GAINS THROUGH PARTIAL OWNERSHIP OF A
DELAWARE STATUTORY TRUST
WITH A 1031 EXCHANGE
Real Estate Ownership via fractional beneficial interest in a Delaware Statutory Trust (DST) provides strategic benefits:
Frequently Asked Questions
In summary, a 1031 exchange allows for the deferral of capital gains on real property if reinvested into “like-kind” property. Internal Revenue Code §1031 fundamentally includes the ability to defer federal capital gains taxes when selling real property held for investment replacing with real property.
By deferring the tax, a party is able to use the tax deferred as additional capital towards the purchase of more real property. Rather than paying the tax today (rather it would be deferred until the sale of the replacement property), the gain or the dollars it represents can be used to purchase a greater value of property, thereby maximizing the use of capital. Always speak to your tax advisor professional for specifics information for your given circumstance.
Have more questions? Before participating in any DST, please review all risks outlined in an applicable PPM and speak with your legal counsel / tax advisor / investment advisor.
This site is for informational purposes only to help find real-estate, not live offerings. This site does not offer to buy/sell an investment or the underlying real-estate. Pictures are used for illustration purposes only. Please contact the owners of the underling real-estate directly and do your own due diligence before deploying capital and speak with your legal counsel.
Important Disclosures:
The contents of this communication: (i) do not constitute an offer of securities or a solicitation of an offer to buy securities, (ii) may not be relied upon in making an investment decision related to any investment offering by an issuer, or any affiliate, or partner thereof ("Issuer"). With respect to any “targeted” goals and performance levels outlined herein, these do not constitute a promise of performance, nor is there any assurance that the investment objectives of any program will be attained. All investments carry the risk of loss of some or all of the principal invested. These “targeted” factors are based upon reasonable assumptions. Past performance are no guarantee of future results. All information is subject to change. You should always consult a tax professional prior to investing. Investment offerings and investment decisions may only be made on the basis of a confidential private placement memorandum issued by an Issuer, or one of its partner/issuers. Thank you for your cooperation.
Real Estate Risk Disclosure:
There is no guarantee that any strategy will be successful or achieve investment objectives.
Potential for property value loss – All real estate investments have the potential to lose value during the life of the investments.
Change of tax status – The income stream and depreciation schedule for any investment property may affect the property owner’s income bracket and/or tax status. An unfavorable tax ruling may cancel deferral of capital gains and result in immediate tax liabilities.
Potential for foreclosure – All fnanced real estate investments have potential for foreclosure.
Illiquidity –These assets are commonly offered through private placement offerings and are illiquid securities. There is no secondary market for these investments.
Reduction or Elimination of Monthly Cash Flow Distributions – Like any investment in real estate, if a property unexpectedly loses tenants or sustains substantial damage, there is potential for suspension of cash flow distributions.
Impact of fees/expenses – Costs associated with the transaction may impact investor's returns and may outweigh the tax benefts.
Stated tax benefts – Any stated tax benefts are not guaranteed and are subject to changes in the tax code. Speak to your tax professional prior to investing.
Privacy Policy
This privacy notice discloses the privacy practices for this website – 1031.site. They apply exclusively to information collected by this web site and cover the following:
- Personally identifiable information collected from you through the website, how it is used and with whom it may be shared.
- Choices available to you regarding the use of your data.
- Security procedures in place to protect against the misuse of your information.
- Procedures for correcting any inaccuracies in the information.
Information Collection, Use, and Sharing
- We are the sole owners of the information collected on this site.
- We only collect and have access to information you share voluntarily by email or other direct contact.
- We will not sell or rent this information to anyone.
- We use your information to respond to you, regarding the reason you contacted us.
- We will only share appropriate information with any third-party when necessary to service your account.
- We will only contact you via email with your permission to tell you about specials and new products or services. We will contact you concerning changes to this privacy policy.
Your Access to and Control of Information
You may opt out of any future contacts from us at any time through the email address or phone number on our website. You can:
- View data we have about you
- Change or correct data we have about you
- Have us delete data we have about you
- Express concern about our use of your data
Security
- We take precautions to protect your information. When you submit sensitive information via the website, your information is protected both online and offline.
- Wherever we collect sensitive information, that information is encrypted and transmitted to us in a secure way. You can verify this by looking for a closed lock icon at the bottom of your web browser, or looking for “https” at the beginning of the address of the web page.
- While we use encryption to protect sensitive information transmitted online, we also protect your information offline. Only employees who need the information to perform a specific job (for example, billing or customer service) are granted access to personally identifiable information. The computers/servers on which we store personally identifiable information are kept in a secure environment.
If you believe we are not abiding by this privacy policy, contact us immediately by email
We are committed to safeguarding your confidential information. Except as described in this Notice and as may be required or permitted by law, we do not share your Customer Information with non-affiliated third-parties.
Customer Information We Collect
We collect and develops personal information about you. The term “Customer Information” means any type of personally identifiable information provided by you or gathered about you that is not generally publicly known.