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1031 Exchanges & DSTs

Selling a property and interested in deferring your capital gains tax burden? Our team is here to help you navigate your 1031 Exchange and/or DST investment

WHAT IS A 1031 EXCHANGE? Examples of Like-Kind Properties | Potential Benefits | Basic Requirements | Identification Rules

Process of a Typical 1031 Exchange | What is a 1033 Exchange? | Is a Tax-Deferred Exchange Right for You?

WHAT IS A DELAWARE STATUTORY TRUST (DST)? General Guidelines | Why Consider a DST? | Why Invest Cash into DSTs? | Limitations

Download Our Guide to

Tax-Deferred Exchanges to Learn More

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.

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Who Is Asset Strategy?

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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

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