DSTs & 1031 Exchanges Save BIG on Capital Gains! скачать в хорошем качестве

DSTs & 1031 Exchanges Save BIG on Capital Gains!

Delaware Statutory Trusts (DSTs) Explained: Ultimate 1031 Exchange Tax Deferral Strategy for Real Estate Investors | Portland OR & Southern California In this comprehensive 10-minute guide, Real Estate Wealth Advisor, Jennifer Timm, breaks down Delaware Statutory Trusts (DSTs)—one of the most powerful tax-deferred wealth-building tools for real estate investors looking to defer capital gains taxes, eliminate landlord duties through passive income investments, and build generational wealth. 🔑 What You'll Learn About DST 1031 Exchanges: What exactly a Delaware Statutory Trust is and how it qualifies as like-kind replacement property under IRC Section 1031 How DSTs work within 1031 exchanges to defer capital gains taxes, depreciation recapture, and the 3.8% Medicare surtax The non-recourse debt advantage for debt replacement in 1031 exchanges (replace mortgage debt without personal loan qualification) Real-world case studies from Portland Metro Oregon (Portland, Lake Oswego, Beaverton, West Linn) and Southern California (San Clemente, Dana Point, San Juan Capistrano, Laguna Beach, Newport Beach) Comprehensive pros and cons of DST investments for accredited investors Who should (and shouldn't) consider DSTs for passive real estate income How Revenue Ruling 2004-86 blesses DSTs as qualified 1031 exchange replacement property Institutional-grade commercial real estate investment strategies 📍 GEOGRAPHIC AREAS SERVED: Oregon: Portland Metro Area, Portland, Lake Oswego, West Linn, Tigard, Beaverton, Oregon City, Milwaukie, Happy Valley, Wilsonville Southern California Coast: San Clemente, Dana Point, San Juan Capistrano, Laguna Beach, Newport Beach, Huntington Beach, Costa Mesa, Irvine, Orange County 💰 KEY TAX BENEFITS COVERED: Capital gains tax deferral (federal rates up to 20%) State income tax deferral (Oregon 9.9%, California 13.3%) Depreciation recapture deferral (25% federal rate) Net Investment Income Tax deferral (3.8% Medicare surtax) Estate planning and generational wealth transfer strategies 🏢 DST PROPERTY TYPES DISCUSSED: Multifamily apartment buildings and portfolios Medical office buildings and healthcare real estate Industrial warehouses and distribution centers Triple-net lease (NNN) retail properties Amazon, FedEx, Walgreens, CVS pharmacy locations ⚖️ IMPORTANT DISCLAIMERS: This content is for educational purposes only and does not constitute investment, tax, or legal advice. DST investments involve risk, including potential loss of principal. DSTs are typically available only to accredited investors ($1M net worth excluding primary residence or $200K+ annual income). Past performance does not guarantee future results. Full Legal Disclaimer: The material is provided for general information purposes only, and should not be construed as investment, tax or legal advice. The information contained herein has been obtained from sources deemed reliable, and is provided without any warranty, or guarantee of its accuracy, completeness, or results from using the information. Past performance of any market results is no assurance of future performance. You should consult your own legal, financial, or tax advisor and verify all information to your satisfaction prior to taking any action. Always consult with qualified tax advisors, legal counsel, financial advisors, and a qualified intermediary before executing any 1031 exchange or DST investment. 📞 READY TO EXPLORE DST 1031 EXCHANGE STRATEGIES? Schedule a complimentary educational consultation: Jennifer Timm - Real Estate Wealth Advisor. jennifer@welcomehomeglobal.com l 512.627.7719 🔗 HELPFUL RESOURCES: IRS Revenue Ruling 2004-86: https://www.irs.gov/pub/irs-drop/rr-0... IRC Section 1031 Overview: https://www.irs.gov/pub/irs-news/fs-0... #DelawareStatutoryTrust #DST #1031Exchange #RealEstateInvesting #TaxDeferralStrategy #PassiveIncome #CapitalGainsTax #RealEstateWealth #PortlandRealEstate #OregonRealEstate #SouthernCaliforniaRealEstate #NewportBeach #LagunaBeach #SanClemente #GenerationalWealth #EstatePlanning #NonRecourseDebt #AccreditedInvestor #CommercialRealEstate #MultifamilyInvesting #RealEstateTaxStrategy #WealthBuilding #LikeKindExchange #QualifiedIntermediary #ReplacementProperty #InstitutionalRealEstate #PassiveRealEstateIncome #TaxSavings #RealEstatePortfolio #InvestmentProperty