Protect what you've earned. Build for the future.
You may consider investing in real estate to be one of the most profitable decisions you've made. However, maybe you're hesitant to sell your property because you don't want to lose a significant portion of the proceeds to taxes. Or perhaps you've considered protecting your assets with the tax advantages of a 1031 Exchange, but you don't want the responsibilities of actively managing a replacement property. At the end of the day, you want to preserve your real estate wealth without the commitment to active property ownership. If that rings true for you, a Delaware Statutory Trust (DST) from Stonecrest Partners may be worth considering.
Take a look at the 3 1/2 minute video below for a brief refresher on 1031 Exchange and an explanation of a DST, how it works, and how you and your wealth may benefit.
Asset preservation now and over the long term...
Keep more of your money while planning for tomorrow. By investing the proceeds of a real estate sale in a DST, you can defer the taxes on your capital gains, receive tax advantaged recurring income, and transfer your investment with a full step-up in basis to your heirs.
...through passive ownership of quality commercial properties...
DST properties are often the same type and quality as those owned by large institutional investors such as pension funds, insurance companies or REITS. Importantly, all due diligence, financing, acquisition and management of the properties is handled by the sponsor of the trust, so you can relax.
...from an experienced team committed to your success.
The 1031 Team at Stonecrest Partners specializes in delivering real estate-based solutions backed by nearly 60 years of combined experience working with high-net-worth individuals and institutions. We have a passion for research, investment management, and helping our clients achieve their real estate wealth goals.