Most investment property owners would like to avoid paying taxes, which could be as high as 40%, on the sale of appreciated properties. Section #1031 of the Internal Revenue Code allows for that tax deferral under certain conditions. However, rather than exchanging it into another physical property, we assist investors in exchanging the sales proceeds into shares of multiple, IRS approved Delaware Statutory Trusts (DSTs).
Here is a Summary of Taxes that could be Deferred or Saved by doing a qualifying exchange:
(Note: All taxes are subject to change at any time)
We help our clients invest in institutional quality real estate with the goal of providing income, capital preservation and appreciation over the long term. We work with the clients' CPA, attorney, and other advisors to thoroughly understand their liquidity needs as well as their short-term and long-term financial goals and needs.
Potential Benefits of Institutional Quality Real Estate
While there are no guarantees, institutional quality and professionally managed real estate may provide: