Unique Opportunities
1031 Delaware Statutory trusts.
A 1031 Delaware Statutory Trust, or DST, is an entity that is used to defer capital gains tax from the sale of rental property into a portfolio of real estate.
A 1031 DST entity can be used to hold title to a wide variety of properties; however, a typical DST 1031 exchange property is a triple net (NNN) leased retail or office property or a multifamily apartment building.
A triple net leased property is a property in which the tenant is usually responsible for property taxes, maintenance costs, and insurance.
You can download a current PDF of some 1031 DST opportunities available for qualified investors today. Contact Kevin Hughes for more information.
Contact Kevin Hughes Today
If you have gains in general, you may want to explore Qualified Opportunity zones and how they are structured and how they may offer future tax advantaged growth.
If you have substantial earned income, you may want to work with us and your CPA to understand investments in real estate that could have an investment, and potentially, a social benefit component, such as a conservation easement strategy. To learn more about any of these three strategies, please reach out to me via the contact form on this page. We’d love to get to know you and help you understand these investment solutions.
Call Kevin Hughes:
(858) 454-0123
Securities offered through Emerson Equity LLC, member FINRA / SIPC. This is not an offer to buy or an offer to sell securities. Securities investing carries an inherent risk of loss of some or all of the principal invested. We are not tax professionals. You should always discuss your investments with a tax professional prior to investing. Securities are sold only in those states where Emerson Equity LLC is registered.
1031 Risk Disclosure:
There is no guarantee that any strategy will be successful or achieve investment objectives;
Potential for property value loss – All real estate investments have the potential to lose value during the life of the investments;
Change of tax status – The income stream and depreciation schedule for any investment property may affect the property owner’s income bracket and/or tax status. An unfavorable tax ruling may cancel deferral of capital gains and result
in immediate tax liabilities;
Potential for foreclosure – All financed real estate investments have potential for foreclosure;
Illiquidity – Because 1031 exchanges are commonly offered through private placement offerings and are illiquid securities. There is no secondary market for these investments.
Reduction or Elimination of Monthly Cash Flow Distributions – Like any investment in real estate, if a property unexpectedly loses tenants or sustains substantial damage, there is potential for suspension of cash flow distributions;
Impact of fees/expenses – Costs associated with the transaction may impact investors’ returns and may outweigh the tax benefits
