1031 EXCHANGE DELAWARE STATUTORY TRUST
If you’re tired of the 3AM phone calls, the flooded basements, and the fact that you can never completely relax — you can make the transition to passive real estate by completing your 1031 exchange with a DST investment.
Between the due diligence, the financing, and a highly competitive market, identifying and securing a replacement property in such a short window of time can be difficult.
Close the sale of your current property
Identify replacement properties
Complete the exchange
Ramesh has invested nearly 100 million dollars in real estate through Stacey and his team. With institutional asset and property management in place, Ramesh now has time for himself, his life, and his family. Hear about his experience with Stax Capital.
When you invest in DST's, you get a fractional interest in large, high-quality real estate assets that are professionally managed for you.
You get a fractional interest in large, high-quality assets like multi-family apartment complexes and self-storage units that would otherwise be out of reach, with an investment threshold as low as $25,000.
Exchanging into DST's allow for direct investment without the burden of property management. Properties are institutional grade and professionally managed by vetted and experienced specialists.
DST's offer access to properties of a size and scale that is typically unavailable to individual investors. Unlike standard TIC (tenancy in common) arrangements, DST's lower the investment threshold to as little as $25,000.
DST structures and 1031 exchanges can retain benefits of real estate investment including potential cash flow, tax advantaged income and passing through costs, depreciation and other tax benefits.
There is no public market for DSTs, and one is unlikely to develop. Typical holding periods are 5 to 10 years, so you should be comfortable with a highly illiquid investment.
DSTs are professionally managed assets, and sponsors make all day-to-day and key operational decisions. Individual investors have no influence in the decision making process.
The DST structure includes various fees and expenses. As with any other investment, you should understand all fees and expenses prior to making your investment decision.
Like any real estate investment, DST cash flow levels and property values are subject to market, economic, tenant, and location risks. Projected cash flows are not guaranteed and can fluctuate over time.
You've sold an appreciated property and now need to prioritize deferring capital gains and other related taxes to preserve your wealth.
Real estate investment makes sense in your portfolio and in terms of tax advantages, but you're ready to be free from management.
You're looking to consolidate your holdings across multiple real estate investments into fewer, larger investments for ease of management and quality.
You see value in diversifying your investment portfolio and would like to include institutional quality real estate to offset traditional investment risks.
You've sold a property and, in preparation for a 1031 exchange, you're looking for a viable replacement property within the 45-day timeframe.
You've purchased property on your own but have excess sale proceeds. Rather than pay capital gains tax, you seek 100% tax deferral.
Inside you’ll find a comprehensive overview of the 1031 exchange DST process, risks, and benefits so that you know what to expect every step of the way.
This website is for informational purposes only. This website does not provide investment advice or recommendations, nor is it an offer or solicitation of any kind to buy or sell any investment products. Securities offered through Stax Capital, Member FINRA & SIPC. Stax Capital is located at 7960 Entrada Lazanja, San Diego, CA 92127. Contact us toll free at 844-427-1031. Private Placements and Direct Participation Programs are speculative investments and involve a high degree of risk. An investor could lose all or a substantial portion of his/her investment. Investors must have the financial ability, sophistication/experience and willingness to bear the risks of an investment in Private Placements and Direct Participation Programs. Private Placements and Direct Participation Program offering materials are not reviewed or approved by federal or state regulators. Investors should not place undue reliance on hypothetical or pro forma performance summaries. Investors must conduct their own due diligence and should rely on the advice of their own financial, tax and legal advisors prior to making any investment decisions.
The contents of this website are neither an offer to sell nor a solicitation of an offer to buy any security which can only be made by prospectus. Investing in real estate and 1031 exchange replacement properties may not be suitable for all investors and may involve significant risks. These risks include, but are not limited to, lack of liquidity, limited transferability, conflicts of interest and real estate fluctuations based upon a number of factors, which may include changes in interest rates, laws, operating expenses, insurance costs and tenant turnover. Investors should also understand all fees associated with a particular investment and how those fees could affect the overall performance of the investment. Neither Stax Capital nor any of its representatives provide tax or legal advice, as such advice can only be provided by a qualified tax or legal professional, who all investors should consult prior to making any investment decision. Pursuant to SEC rule 501 of Regulation D, prior to engaging in substantive discussions regarding DST specific investments, investors must first be qualified as an accredited investor, by way of meeting certain income or net worth requirements.
Past performance is not an indication of future returns.
This site may contain forward-looking statements relating to the objectives, opportunities, and the future performance of the U.S. market generally. Forward-looking statements may be identified by the use of such words as; “believe,” “expect,” “anticipate,” “should,” “planned,” “estimated,” “potential” and other similar terms. Examples of forward-looking statements include, but are not limited to, estimates with respect to financial condition, results of operations, and success or lack of success of any particular investment strategy. All are subject to various factors, including, but not limited to general and local economic conditions, changing levels of competition within certain industries and markets, changes in interest rates, changes in legislation or regulation, and other economic, competitive, governmental, regulatory and technological factors affecting a portfolio’s operations that could cause actual results to differ materially from projected results. Such statements are forward-looking in nature and involve a number of known and unknown risks, uncertainties and other factors, and accordingly, actual results may differ materially from those reflected or contemplated in such forward-looking statements. Prospective investors are cautioned not to place undue reliance on any forward-looking statements or examples. None of Stax Capital or any of its affiliates or principals nor any other individual or entity assumes any obligation to update any forward looking statements as a result of new information, subsequent events or any other circumstances. All statements made herein speak only as of the date that they were made.
There are substantial risks in the DST Investment program. This type of investment is speculative, is illiquid, and carries a high degree of risk – including the potential loss of the entire investment. See the “risk factors” in the Private Placement Memorandum for a complete discussion of the risks relevant to DST offerings. Investors have no control over management of the Trust or the property. There is no guarantee that investors will receive any return. Distributions may be derived from sources other than earnings. The property will be subject to a Master Lease with an Affiliate of the Sponsor. The property will be subject to the risks generally associated with the acquisition, ownership and operation of real estate including, without limitation, environmental concerns, competition, occupancy, easements and restrictions and other real estate related risks. The properties may be leveraged. The Manager, the Master Tenant and their Affiliates will receive substantial compensation in connection with the Offering and in connection with the ongoing management and operation of the property. The Manager, the Trust, the Master Tenant and their Affiliates will be subject to certain conflicts of interest. An investment in the Interests involves certain tax risks.