Interested in learning more about a 1031 Exchange or Delaware Statutory Trust investment? Our team of experienced professionals is ready and willing to answer all your questions and guide you through the process of your exchange from start to finish.

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Contact us today for a free consultation on how you can defer your capital gain taxes, diversify your portfolio, and help preserve your capital.

WHAT IS A 1031 EXCHANGE?

A 1031 Like-Kind Exchange allows an investor or business owner to sell an investment property and replace it with another property (passive or active ownership) of equal or greater value within a timeframe of 180 days from the date of close using a qualified intermediary.

If all the criteria are met the investor can defer taxes on up to 100% of capital gains created from the sale of the original property. Some form of 1031 Like-Kind exchanges has been around since 1921.

WHAT IS A DST?

A Delaware Statutory Trust (DST) is a separate legal entity formed as a trust under Delaware law.

If properly structured, the DST will be classified as a grantor trust for federal income tax purposes and, as a result, the purchaser of a beneficial interest in the trust will acquire an undivided interest in the asset(s) held by the DST. DSTs may qualify for 1031 exchanges. 

Download Our Guide to

Tax-Deferred Exchanges

Our guide to tax-deferred exchanges will provide you with more information regarding 1031 exchanges and DST investments, including examples of eligible property types, the potential benefits for each type of investment, and investment eligibility requirements.

Who Is Asset Strategy?

We are an independent financial advisory firm, with over 30 years of experience and locations throughout the country. Our mission is to help our clients create, manage, protect and distribute wealth. We provide advisory and consulting services to private families, investment stewards, and corporate and non-profit organizations in the following areas:
 

• Financial, Real Estate & Estate Planning

• Tax Deferral Strategies

• Corporate Retirement Plan Consulting

• Individual Retirement and Income Planning    

• Risk Management & Insurance Planning

• Investment Planning