1031 Exchange & DST Solutions for CPAs, Real Estate Brokers, and Real Estate Attorneys

Thinking of selling property but dreading the capital gains tax? Meet your new best friend: the Delaware Statutory Trust (DST). What’s a DST? A DST is like fractionalized real estate, but here’s the kicker—it’s recognized by the IRS as real property. This means you can use a 1031 Exchange to defer capital gains taxes when swapping properties. Why Choose a DST Over Partnerships? • 1031 Exchange Eligibility: Partnerships don’t qualify for 1031 exchanges, leaving you stuck paying taxes. DSTs, on the other hand, allow you to defer taxes and keep your profits working for you. • Flexibility & Diversification: A DST lets you diversify your investments, spreading risk and increasing income potential. • Tax Savings: Swap till you drop—without Uncle Sam taking a big bite out of your hard-earned cash. DSTs are a smart way to grow your portfolio, enjoy passive income, and avoid the tax pitfalls of traditional partnerships. 👉 Ready to swap and save? Hit like, subscribe for more investment tips, and learn how DSTs can transform your real estate strategy! DST investments are illiquid and can expose investors to risks including the potential loss of the entire investment principal. Past performance is not a guarantee of future results. Potential cash flow, returns and appreciation are not guaranteed IRC Section 1031 is a complex tax concept; consult your legal or tax professional regarding the specifics of your particular situation. Securities offered through 1031 Securities Inc. member FINRA / SIPC

Selling commercial real estate and worried about the capital gains tax hit? Don’t stress—there’s a smarter way to handle it. Here’s the Problem: When you sell your property, Uncle Sam takes a hefty portion of your profits through capital gains tax. Not ideal, right? The Solution: • 1031 Exchange: Defer capital gains taxes by reinvesting the proceeds into a like-kind property. • DST Trust: A Delaware Statutory Trust (DST) lets you take it one step further. With a DST, you can defer those taxes and say goodbye to the hassles of property management. Why Consider a DST? • Passive Income: Enjoy steady rental income without managing tenants or maintenance. • Portfolio Diversification: Spread your investments across larger, income-generating properties. • Hassle-Free Investment: No more 2:00 AM tenant calls or hands-on management headaches. If you’re ready to defer your taxes and embrace a stress-free, income-generating investment, a DST Trust could be your golden opportunity. 👉 Like this video, subscribe for more real estate insights, and learn how to maximize your investments without the landlord burden. Happy investing! DST investments are illiquid and can expose investors to risks including the potential loss of the entire investment principal. Past performance is not a guarantee of future results. Potential cash flow, returns and appreciation are not guaranteed IRC Section 1031 is a complex tax concept; consult your legal or tax professional regarding the specifics of your particular situation. Securities offered through 1031 Securities Inc. member FINRA / SIPC

Real estate investors, are you tired of the frantic property hunt that comes with a 1031 Exchange? A Delaware Statutory Trust (DST) might be the game-changing solution you’ve been searching for. What is a DST? A DST pools funds from multiple investors to purchase large, income-generating properties. It’s a simple, hassle-free way to invest in high-quality real estate. Why Choose a DST for Your 1031 Exchange? 1. Save Time: No more racing against the 1031 Exchange deadline to find the perfect replacement property. 2. Enjoy Passive Income: Collect your share of rental income without the headaches of managing tenants or property maintenance. 3. Diversify Your Portfolio: Spread your investment across larger, diversified properties instead of putting all your resources into one. Say goodbye to the stress of finding the ideal property and hello to the ease of a DST. It’s a smart, efficient way to make your 1031 Exchange work for you. 👉 Like this video if you found it helpful, subscribe for more real estate tips, and start exploring the benefits of DST trusts today. Happy investing! DST investments are illiquid and can expose investors to risks including the potential loss of the entire investment principal. Past performance is not a guarantee of future results. Potential cash flow, returns and appreciation are not guaranteed IRC Section 1031 is a complex tax concept; consult your legal or tax professional regarding the specifics of your particular situation. Securities offered through 1031 Securities Inc. member FINRA / SIPC

Curious about how 506(c) securities work for DSTs? We've got you covered! Most Delaware Statutory Trusts fall under the 506(c) securities category, and here's what that means in simple terms: ✅ What is a 506(c)? A private placement that allows sponsors to raise funds exclusively from accredited investors. Think of it as an exclusive investment opportunity for qualified individuals. Key Requirements: 1. Accreditation Verification: Sponsors must confirm investors meet income, net worth, or professional certification criteria—no shortcuts allowed. 2. Public Marketing Allowed: Sponsors can advertise openly but must ensure every investor is properly verified. 3. Regulatory Filing: Sponsors need to file Form D with the SEC and provide detailed offering information. 4. Full Transparency: Investors receive all the necessary details to make informed decisions. 506(c) investments ensure compliance, clarity, and opportunities for those who qualify. 💡 Ready to explore the world of 506(c) securities and DSTs? Watch now to learn how these private placements work and why they might be the right fit for your investment strategy. 👉 Like this video, subscribe for more real estate insights, and stay tuned for expert tips on making smarter investments! DST investments are illiquid and can expose investors to risks including the potential loss of the entire investment principal. Past performance is not a guarantee of future results. Potential cash flow, returns and appreciation are not guaranteed IRC Section 1031 is a complex tax concept; consult your legal or tax professional regarding the specifics of your particular situation. Securities offered through 1031 Securities Inc. member FINRA / SIPC

Are you a property owner considering more flexibility and independence in your investments? Converting your LLC into a Tenants in Common (TIC) could be the game-changer you’ve been looking for. In this video, we break down why a TIC might be the perfect option for you: ✅ Independence: Unlike an LLC, where all partners must make decisions jointly, a TIC gives each partner independent ownership. ✅ Flexibility: Before selling your property, each partner can decide what to do with their share—cash out or reinvest based on their personal goals. How to Convert to a TIC 1. Dissolve Your LLC: Take the first step by ending the current structure. 2. Draft a New Agreement: Clearly outline each partner's share of the property. 3. Record the TIC Agreement: Finalize the process by registering it with your county. Don’t worry—working with a professional ensures everything is handled smoothly. Why Choose a TIC? • Greater control over your share. • Simplified decision-making for individual goals. 💡 Ready for more freedom and flexibility in your property investments? Watch now and take control of your future! 👉 Like this video, subscribe for more property tips, and stay tuned for our next investment strategy breakdown! DST investments are illiquid and can expose investors to risks including the potential loss of the entire investment principal. Past performance is not a guarantee of future results. Potential cash flow, returns and appreciation are not guaranteed IRC Section 1031 is a complex tax concept; consult your legal or tax professional regarding the specifics of your particular situation. Securities offered through 1031 Securities Inc. member FINRA / SIPC

Ready to maximize your real estate investments with a 1031 exchange? Here's a quick breakdown of key rules to keep in mind: 1. Three Property Rule: Identify up to 3 properties within 45 days, regardless of value. Flexibility at its best! 2. 200% Rule: Identify more than 3 properties, but their total value can’t exceed 200% of your sold property’s value. 3. 95% Rule: Identify any number of properties, but you must acquire at least 95% of the total value identified. And don’t forget the crucial role of a Qualified Intermediary (QI). They handle the funds and ensure your exchange stays tax-deferred. With the right knowledge and strategy, the 1031 exchange can be a powerful tool to grow your wealth. Message me and let’s chat about how to get started. 💼🏠 DST investments are illiquid and can expose investors to risks including the potential loss of the entire investment principal. Past performance is not a guarantee of future results. Potential cash flow, returns and appreciation are not guaranteed IRC Section 1031 is a complex tax concept; consult your legal or tax professional regarding the specifics of your particular situation. Securities offered through 1031 Securities Inc. member FINRA / SIPC

With a 1031 exchange, you can swap a warehouse for an apartment complex—or any other real property! It’s not limited to "like-kind" in the traditional sense. Sell your property (like a warehouse) and reinvest in a new one (like a multifamily building), all while deferring taxes and growing your portfolio. And if you invest in a Delaware Statutory Trust (DST), you can still exchange back into real property later. The 1031 exchange rules apply! So, why stick with the same old property? Upgrade your investments, think big, and swap smart! Let’s chat! 🏢💼 #RealEstateInvesting #1031Exchange #DST #investmentgrowth DST investments are illiquid and can expose investors to risks including the potential loss of the entire investment principal. Past performance is not a guarantee of future results. Potential cash flow, returns and appreciation are not guaranteed IRC Section 1031 is a complex tax concept; consult your legal or tax professional regarding the specifics of your particular situation. Securities offered through 1031 Securities Inc. member FINRA / SIPC

🏢 Real Estate Investors, Listen Up! Let’s talk about the power of Delaware Statutory Trusts (DSTs). A DST allows multiple investors to own fractional interests in premium, professionally managed real estate—think commercial buildings, apartments, and more. Why is this a game changer? • Tax Deferral: DSTs simplify the 1031 exchange process, helping you defer capital gains taxes effortlessly. • Passive Income: No more tenant issues or property management headaches. • Diversification: Spread your investment across multiple properties, reducing risk and boosting potential returns. Elevate your real estate game and invest smarter with a DST for your next 1031 exchange. Let’s chat! 💼🏠 #RealEstateInvesting #DST #1031Exchange #PassiveIncome #investmentstrategy DST investments are illiquid and can expose investors to risks including the potential loss of the entire investment principal. Past performance is not a guarantee of future results. Potential cash flow, returns and appreciation are not guaranteed IRC Section 1031 is a complex tax concept; consult your legal or tax professional regarding the specifics of your particular situation. Securities offered through 1031 Securities Inc. member FINRA / SIPC