Navigating the Complexities of a Successful 1031 Tax-Deferred Exchange

We help accredited real estate investors successfully complete 1031 Exchanges—even in complex scenarios. By offering access to carefully vetted Delaware Statutory Trust (DST) sponsors, we help you defer capital gains taxes while transitioning into a diversified, professionally managed, and passive real estate portfolio.

Our clients often want to simplify their lives—by moving away from active management, while still enjoying the benefits of real estate ownership. A DST offers that opportunity, along with timely closings, non-recourse financing, and institutional-quality assets.

Why a 1031 Exchange?

A 1031 Exchange is one of the most effective tax strategies available to real estate investors. It allows you to defer capital gains taxes when you reinvest the proceeds from a sold property into “like-kind” real estate.

What is a DST?

A Delaware Statutory Trust (DST) allows multiple investors to own fractional interests in large-scale real estate—without the day-to-day management responsibilities. DSTs are approved for use in 1031 Exchanges and can be a smart way to access income potential, diversification, and passive ownership.

See How We’ve Helped Others

Want to know how a 1031 Exchange has worked for investors like you? Explore real examples of how we've helped clients meet tight deadlines, overcome challenges, and achieve full tax deferral.

Ready to Talk?

Whether you’re actively planning a sale or just exploring your options, we’re here to help you make a confident and informed decision.