Tax-Deferred Real Estate Solutions
DST/10-31 Exchange Investing.
Maximize the value of your real estate investments through DSTs and 1031 exchanges. Defer capital gains taxes while accessing professionally managed, income-producing properties tailored to your long-term financial goals.
How We Help
Specialized DST Solutions for Tax-Efficient Real Estate Exchanges.
At Mestmaker & Petrey Wealth Advisors, we offer specialized expertise in Delaware Statutory Trust (DST) and 1031 Exchange investing strategies. These powerful tax deferral vehicles allow real estate investors to sell appreciated properties and reinvest the proceeds in like-kind properties while deferring capital gains taxes. Our team provides comprehensive guidance through this complex process, helping you maximize the potential benefits while navigating the regulatory requirements.
Whether you’re looking to diversify your real estate holdings, reduce management responsibilities, or create a more tax-efficient investment strategy, our DST and 1031 Exchange services can help you achieve your objectives with confidence and peace of mind.
How It Works
Understanding DST and 1031 Exchanges.
A 1031 Exchange, named after Section 1031 of the Internal Revenue Code, allows investors to defer capital gains taxes when selling an investment property and reinvesting the proceeds in a like-kind property. This powerful tax strategy enables you to preserve more of your investment capital and potentially build greater wealth over time.
Delaware Statutory Trusts (DSTs) are legal entities that qualify as replacement properties for 1031 Exchanges. They offer a fractional ownership structure that allows investors to own beneficial interests in larger, institutional-quality properties that might otherwise be beyond their reach. DSTs can provide several advantages, including professional management, potential income generation, and diversification across multiple properties or property types.
Our team has years of experience with these specialized investment vehicles and can help you determine whether they align with your financial goals and investment strategy.
Benefits of DST/10-31 Exchange Investing
Unlocking Value Through Strategic Real Estate Exchanges
DST and 1031 Exchange strategies offer several potential benefits for qualified investors.
Tax
Deferral.
By deferring capital gains taxes, you can keep more of your investment capital working for you, enhancing your long-term returns. *
Investment
Diversification.
DSTs allow you to invest in fractional interests across multiple properties or property types, helping to spread risk in a single asset.
Professional
Management.
Properties are managed by experienced real estate professionals, eliminating the day-to-day responsibilities of property ownership.
Estate
Planning.
We help you develop strategies for efficiently transferring your wealth to the next generation or to charitable causes.
Institutional-Quality
Properties.
DSTs enable investors to participate in larger, higher-quality properties that might otherwise be inaccessible.
Passive
Income Potential.
Many DST investments are structured to provide regular income distributions to investors.
Determining the Best Strategy
Is DST/10-31 Exchange Investing Right for You?
DST and 1031 Exchange strategies are not suitable for every investor or situation. These specialized investment vehicles come with their own set of considerations, including illiquidity, regulatory requirements, and specific investment characteristics.
Our team takes a consultative approach to helping you determine whether these strategies align with your financial goals and circumstances. We consider factors such as your investment timeline, income needs, risk tolerance, and broader financial plan before making any recommendations.
As fiduciaries, we are committed to providing objective advice that serves your best interests. If we believe a DST or 1031 Exchange strategy is not appropriate for your situation, we’ll recommend alternative approaches that better align with your objectives.
Our Approach
Personalized Guidance Through Complex Transactions.
At Mestmaker & Petrey Wealth Advisors, we understand that DST and 1031 Exchange transactions involve complex regulations and strict timelines. That’s why we combine technical expertise with personalized guidance to help you navigate these strategies with confidence. We begin by carefully assessing your real estate holdings, tax situation, and investment goals to determine whether a DST or 1031 Exchange is the right fit. If so, we develop a tailored plan that aligns with your objectives and positions you for long-term success.
From there, our team can collaborate with your tax and legal advisors to ensure a seamless and coordinated approach. We are happy to assist your team in identifying suitable replacement properties that meet IRS requirements while also aligning with your investment criteria. Throughout the entire process, we provide clear communication and hands-on support—ensuring you understand each step and are empowered to make informed decisions about your real estate investments.
