Staggered Hold Periods: How Targeted-Duration DSTs Add Flexibility to Your 1031 Strategy
Автор: Scott Offerman, 1031 Financial
Загружено: 2025-07-25
Просмотров: 1134
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Not every Delaware Statutory Trust has to run the same five-to-seven-year course. By blending DSTs with shorter expected hold periods alongside longer-term assets, you can:
1. Create a schedule of rollover events that line up with evolving goals
2. Keep a portion of capital poised for your next 1031 move—without forcing a sale on everything at once
3. Maintain tax-deferred growth while adding strategic flexibility
In this clip I break down how we “ladder” different DST durations inside a portfolio and why it matters when circumstances, or markets, change.
Want to learn more? I’m always happy to answer any questions you or your clients may have about how to best leverage DSTs during a 1031 exchange to maximize your investment goals!
www.1031Financial.com/Contact
#DST #1031Exchange #RealEstateInvesting
DST investments are illiquid and can expose investors to risks including the potential loss of the entire investment principal. Past performance is not a guarantee of future results. Potential cash flow, returns and appreciation are not guaranteed.
IRC Section 1031 is a complex tax concept; consult your legal or tax professional regarding the specifics of your particular situation.
Securities offered through 1031 Securities Inc., member FINRA / SIPC
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