Many investors are familiar with how Delaware Statutory Trusts work for a 1031 exchange to help defer capital gains taxes. However, what many people (including experienced investors) mayn't realize is that the real brilliance of use a DST 1031 exchange is its ability to preserve wealth across generations while also helping investors create more free time to travel, learn new skills, or spend time with heirs.
Kay Properties and Investments Vice President and Delaware Statutory Trust 1031 exchange investment expert, Tommy Olsen discusses how DST real estate assets are an efficient way to transfer wealth to heirs because of the stepupbasis DST properties receive upon the passing of the owner. That stepup basis is much like hitting the reset button on a property's current market value. This stepup ini value can represent a large windfall for anyone who inherits a property that has seen even modest appreciation.
In addition to tax deferral and estate planning benefits, Tommy explains another powerful benefit for DST investors is that they have more free time!
The gift of time is considered by many to be the most valuable asset available to humanity. More free time means investors can get more involved with their heirs or pursue new activities like traveling, learning new hobbies, improving their health, or even discovering love.
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Note All DST properties shown are Regulation D Rule 506(c) offerings and are subject to availability. DST 1031 properties are only available to accredited investors (generally described as having a net worth of over $1 million exclusive of primary residence and/or possessing an annual income of over $200,000 or $300,000 with a spouse and expecting the same or greater for the current year) and accredited entities (generally described as an entity owned entirely by accredited investors and/or owning investments in excess of $5 million). Please check with a qualified CPA or attorney to determine if you are accredited. There is no guarantee the offerings shown will be available for purchase. Do not consider this material to be tax or legal advice. Please consult your CPA or attorney prior to investing. All real estate and DST properties contain risk. Past performance does not guarantee or indicate the likelihood of future results. Diversification does not guarantee returns and does not protect against loss. Securities offered through FNEX Capital LLC member FINRA, SIPC.