1031 Exchange Resources
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Download our FREE guides to learn more about 1031 Exchanges, how they work, and 1031 Exchange rules. And don’t forget to check out our 1031 Exchange Articles on our blog to stay on top of different 1031 Exchange options and investor tips.
1031 Exchange
Fundamentals & Rules
- 1031 Exchange Basics
- How 1031 Exchanges Work
- Benefits vs. Risks
- 1031 Exchange Rules
- 1031 Exchange Options
Investing in
Delaware Statutory Trusts
- What is a Delaware Statutory Trust
- How 1031 DSTs Work
- DST Benefits vs. Risks
- How Due Diligence Works
- DST Sponsors & Offerings
- Speak with a licensed 1031 Exchange Advisor
- Discuss your potential tax liability
- Understand benefits vs. risks
- Discuss 1031 Exchange options
1031 Exchange & DST Articles
1031 Exchange FAQs
Here are a handful of frequently asked questions related to 1031 exchanges. See our 1031 Exchange FAQ to learn more.
As defined by the SEC, an accredited investor is an individual who has either a $1 million net worth excluding their primary residence or $200,000 of income individually or $300,000 joint income for each of the last two years with a reasonable expectation for the same in the current year.
DSTs are held for anywhere between 3 – 10 years. Should investors want to exchange out of the property, conservatively, the DST property should be held for a minimum of two years. Typically, the DST loan’s prepayment penalties become palatable after year 3. DSTs with debt in place are not allowed to refinance, as such with 10-year fixed rate commercial debt, 10 years becomes the maximum hold period.
Should you be interested in selling your position in a DST, there is a mechanism to do so. However, it cannot be guaranteed that you will be able to sell the DST investment, nor receive your entire investment back unless the market conditions support it.
1031 Exchange Glossary
Here are a handful of key terms related to 1031 exchanges. See our 1031 Exchange Explained glossary to learn more.
