Insights Chicagoland 1031 Exchange | DST 1031 Exchange (2)

January 09, 2020

Benefits and Risk Considerations of the DST

Insights DST 1031 Exchange Delaware Statutory Trust

The Delaware Statutory Trust, or DST, is a popular investment choice for real estate investors interested in deferring capital gains taxes on appreciated property by using a 1031 exchange. We created the eBook — Bringing Clarity to Your 1031 Exchange — to help potential investors better understand the benefits and risks associated with DSTs.

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June 03, 2019

A Primer on Fees of DSTs

DST 1031 Exchange

In previous posts I have written about the merits of the Delaware Statutory Trust (DST) and how this popular securitized investment vehicle may help individuals complete their property exchanges and ultimately, achieve their financial goals. I have also addressed the risks associated with investing in real estate and the unique risks related to DSTs.

In this article, I highlight the fees involved when investing in DSTs, with the intent of bringing context to the DST fee structures so that investors are better informed.

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May 16, 2019

Three Siblings, Two Properties, and a DST 1031 Exchange

DST 1031 Exchange

A 1031 Exchange allows an investor to sell a property, reinvest the proceeds in a new property, and potentially defer all taxes that would have been due on the sale. Every 1031 Exchange is different and needs to be navigated carefully and specifically based on the needs of the client.

I recently helped a family of three siblings navigate a 1031 Exchange. This particular exchange is a great example that not only is every exchange unique, but also how the DSTs (Delaware Statutory Trusts) can be put to use in a variety of ways and allocations.

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May 02, 2019

6 Reasons Why 1031 Exchanges are Worth Considering

1031 Exchange DST 1031 Exchange

When tax reform passed Congress last year, 1031 exchanges pertaining to real estate were spared major changes in legislation. This often under-looked yet tax-advantaged solution is potentially one of the most powerful tax planning and wealth preservation strategies available to investors.

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September 10, 2018

What is the Difference Between TIC and DST?

Insights News DST 1031 Exchange

Tenants in Common (TIC) and Delaware Statutory Trusts (DSTs) are both viable structures to implement multi-owner real estate offerings when completing a 1031 exchange. However, there are several key distinguishing characteristics.

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September 08, 2018

Are There Disadvantages to a DST 1031 Exchange?

1031 Exchange DST 1031 Exchange

We at Chicagoland 1031 Exchange often talk about the potential benefits of using a Delaware Statutory Trust (DST) as replacement property to complete 1031 exchanges. It’s true that DSTs have become a popular vehicle for 1031 exchange investors, with good reason. But it’s prudent for us to recognize that, although DST investments have a lot of positive features and are often an appropriate investment channel, they may not be a good fit for every investor.

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The information herein has been prepared for educational purposes only and does not constitute an offer to purchase or sell securitized real estate investments. Such offers are only made through the sponsors Private Placement Memorandum (PPM) which is solely available to accredited investors and accredited entities. DST 1031 properties are only available to accredited investors (typically have a $1 million net worth excluding primary residence or $200,000 income individually/$300,000 jointly of the last two years, and reasonably expects the same for the current year) and accredited entities only. If you are unsure if you are an accredited investor and/or an accredited entity please verify with your CPA and Attorney. There are risks associated with investing in real estate and Delaware Statutory Trust (DST) properties including, but not limited to, loss of entire investment principal, declining market values, tenant vacancies and illiquidity. Potential cash flows/returns/appreciation are not guaranteed and could be lower than anticipated. Because investor's situations and objectives vary this information is not intended to indicate suitability for any particular investor. This material is not to be interpreted as tax or legal advice. Please speak with your own tax and legal advisors for advice/guidance regarding your particular situation.

This site is published for residents of the United States only. Representatives may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined. Not all of the services referenced on this site are available in every state and through every advisor listed. For additional information, please contact Nathan Kuhn at 224-245-5281

Chicagoland 1031 Exchange does not offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstances.

Securities offered through DAI Securities, LLC, member FINRA / SIPC. Advisory services offered through Kuhn Wealth Management, Inc. (KWM), a state registered investment advisor. Insurance offered through DAI Securities, LLC. KWM dba Chicagoland 1031 Exchange is independent of DAI Securities, LLC.