1031 Exchange into a DST Replacement Property
1031 DST helps property owners exchange into Delaware statutory trust replacement properties. Our advisors handle the entire 1031 DST process, from pre-sale planning through closing, coordinating directly with your CPA, attorney, and qualified intermediary.
We’ll match your exchange to current DST options that fit your debt level, your timeline, and your goals, so the 45-day clock works for you instead of against you.
Who 1031 DST Works With
Selling investment property is a milestone, and a tax bill waiting to happen. A 1031 exchange into a Delaware statutory trust (DST) lets you defer the capital gains, depreciation recapture, and net investment income taxes that would otherwise hit at closing, and keep your equity working in real estate without the responsibilities of being a landlord. Our advisors work with three groups of clients.
Property Owners
Selling a rental, commercial building, or land. You want to defer the tax and step away from active management. We'll walk you through the DST 1031 path and handle the paperwork.
Larger Investors
Exchanging $500K+. You want diversification across multiple DST sponsors, asset classes, and geographies. Our team builds multi-DST allocations that match your debt and equity targets.
CPAs, Attorneys & QIs
Your client is mid-exchange and needs DST replacement options. We coordinate directly with you so the 45 and 180-day deadlines are met without issue.
How a 1031 DST Exchange Works With Our Team
Every exchange is different, but the path is the same.
Tell us about your exchange
A 20-minute call with one of our advisors. We’ll cover sale price, debt, timing, your goals, and whether a DST 1031 is even the right fit for your situation.
Review DST 1031 options together
Our specialists walk through current Delaware statutory trust replacement properties matched to your debt level, asset-class preferences, and timeline. You see the offering documents and the underwriting before any decision.
Subscribe to your selected DST
Our team handles the offering documents, coordinates with your qualified intermediary, and manages the subscription paperwork. You sign, we run the back office.
Close on time
We coordinate with your QI, CPA, and attorney to meet the 45-day identification and 180-day closing deadlines. Most DST 1031 closings happen in days, not weeks, once you’ve subscribed.
Why Property Owners Choose a 1031 DST
A Delaware statutory trust is one of the few 1031 replacement options designed specifically for passive investors. The benefits below are the ones our clients cite most often. Each comes with trade-offs.
Tax deferral on a qualifying exchange
A DST 1031 exchange may defer federal capital gains tax, the 3.8% net investment income tax, depreciation recapture, and most state-level capital gains. We model the deferral on your specific numbers before you commit.
Truly passive ownership
The DST sponsor handles property management, leasing, financing, and the eventual sale. No tenants, no toilets, no 2 a.m. calls. For a landlord ready to step away, this is often the headline benefit.
Built-in financing
DST sponsors typically pre-arrange non-recourse debt at the trust level. That means your replacement debt requirement is solved without you personally guaranteeing a loan.
Diversification across properties
A single sale can be split across multiple DSTs: different sponsors, different asset classes, different geographies. Our advisors regularly build multi-DST allocations for larger exchanges.
Closing certainty in tight timelines
DST 1031 properties are pre-packaged: the sponsor has already acquired the property, arranged the debt, and prepared the offering documents. Closings can typically happen in days, which is invaluable when the 45-day identification window is closing fast.
Estate-planning treatment
DST interests are real-property interests for tax purposes, which means heirs typically receive a stepped-up basis at the original investor's death. Coordinate with your estate attorney.
These benefits aren't universal. They depend on your specific exchange, tax situation, and the DST offering. Before any subscription, our advisors review every material benefit and risk with you.
What Makes 1031 DST Different
A lot of firms can put a DST in front of you. What's different about our team is the curation behind the options, the focus behind the advice, and the relationship behind the transaction.
Independent, curated property options
We work across a curated network of DST sponsors. The replacement properties our advisors put in front of you aren't filtered to one company's pipeline. They're chosen because they fit your exchange.1031 DST is all we do
We aren’t a generalist wealth firm that also dabbles in real estate. The 45/180-day timeline, the seven DST prohibitions, the debt-replacement math: that’s the entire job. Decades of combined experience focused on this single problem.
National reach, hands-on relationship
DST sponsors and properties are spread across the country, but every exchange is local in the details: your CPA, your attorney, your QI, your state taxes. We bring national reach to a relationship that feels local from the first call to the last signature.
DST 1031 Properties by Asset Class
Browse current Delaware statutory trust replacement options by property type. Specific offerings are presented to accredited investors during the consultation process.
Multifamily
Apartment communities, build-to-rent, student and senior housing
Net-Lease
Single-tenant retail, industrial, and medical with long-term leases.
Industrial & Logistics
Last-mile distribution, warehouses, light manufacturing.
Medical Office
On- and off-campus medical office buildings.
Self-Storage
Class-A self-storage in major metropolitan markets.
Student Housing
Purpose-built off-campus housing serving major university markets.