Helping You Find, Evaluate, and Acquire
The Best 1031 Exchange DST Properties
A Delaware Statutory Trust (DST) permits fractional ownership where multiple investors can share ownership in a single multi-million-dollar property or a portfolio of properties. The DST is formed by an experienced, institutional real estate management company Sponsor. A DST is a legal entity much like a Limited Liability Company (LLC).
View DST PropertiesThe 1031 Exchange Replacement property is acquired and managed by an experienced, billion-dollar real estate Sponsor. It is held inside a DST which meets 1031 Exchange IRS regulatory requirements. The Sponsor offers Fractional Ownership Interests of the DST to individual investors.
View DST SponsorsMost 1031 Exchange DST properties are income-producing, occupied properties such as a multi-family luxury apartment complex, a self-storage facility, an industrial warehouse, or a hotel property. Investors will receive monthly payments from the DST.
Show Me The Money
No Management Worries
The DST Sponsor takes care of all property management responsibilities. No more Tenants, Trash or Toilets Headaches!
A Larger Amount Of Money
You will be able to reinvest with your gross sales proceeds instead of net after-tax proceeds resulting in possibly larger monthly income.
No Real Estate Debt Worries
The DST is the single owner and borrower. Therefore, the Investors have no liability unlike purchasing an entire 1031 Exchange property on your own with debt, which may require a personal guarantee.
Imagine the day, when the sales price is right
and you don’t want to manage your real estate anymore?
But what about the thousands or millions of dollars in taxes that will result in a smaller after-tax amount of sales proceeds to reinvest that will produce income and will eventually be left to your heirs. We understand your tax problems and have a solution.
Invest with Confidence
We specialize in helping you find, evaluate, and acquire the best 1031 Exchange DST Properties. We also offer other tax-advantaged investment solutions.
Craig is the Author of 1031 Exchange Articles in Louisiana CPA Magazine and Forest & People Magazine.
View 1031 Exchange Articles
He began his CPA career with KPMG, one of the largest international CPA Firms. Obtained his Certified Financial Planner (CFP®) designation in 1987.
Named multiple times “One of the Best Financial Advisors for Doctors” in Medical Economics MagazineFor over three decades Craig has been helping clients reduce their taxes with tax-advantaged investments. His current focus is providing clients with 1031 Exchange DST Replacement Properties. He is also recommending a tax-deferred, risk-reduction investment that can turn some negative stock market returns into limited positive returns for clients.
5-Person DST Screening Committee
View DST Screening Process
Our selective screening process allows us to provide a best-in-class platform of DST investment choices, aimed at helping clients achieve their financial goals and objectives. There are five different screening levels that each DST property must pass before our final approval. To the best of our ability, using our screening process, our goal is to protect our investors.
