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...trusts (DSTs) or 721 exchanges, as these structures can provide opportunities for deferral or mitigation of these tax liabilities. 1031 Exchange/Like-Kind Exchange A 1031 exchange is a common tax-deferral strategy....

...advisor. These conversations involve evaluating the client's investment goals, reviewing the performance of their portfolio, and making necessary adjustments to optimize returns. By maintaining open lines of communication, DST advisors...

...ensure informed decision-making. Misconception #1: DSTs Are Only for High-Net-Worth Individuals One common misunderstanding is that DSTs are exclusively for the wealthy. It’s true that there are minimum investment requirements....

...could take out a loan on his/her interest in the property. Additionally, the T.C. interest owned by one owner is subject to that owner’s creditors. So, if a co-owner named...

...hand, DSTs often require a minimum of $25,000 per transaction. Time Commitment: There is no hard and fast time commitment with REITs. Depending on the investor's needs, they can be...

...strategy is identifying the assets eligible for such a transaction. Generally, most real estate investments—land, buildings, and rental properties—are eligible for 721 exchanges. Other types of investments may also qualify,...

...transfers to the surviving owners. So, if Joe, Bill, and Carl own a property and Bill dies, Joes and Carl owns one-and-half share of the property. However, tenants in common...

...years, Starker Services have provided Qualified Intermediary services (“QI”) and Exchange Accommodation Titleholder (“EAT”) services for completion of IRC Section 1031 tax deferred exchanges. In existence since 1987, they have...

...refinancing, or via a 1031 exchange. As always, it’s important to understand the terms of your investment, including exit strategies, before investing in a DST. Closing Debunking Thoughts In conclusion,...