Videos

DST Educational Series: Are You Eligible to Invest in a DST?

Thinking about investing in a Delaware Statutory Trust? First, you’ll need to know if you qualify as an accredited investor. Here’s how it works. For individuals and revocable living trusts, there are two ways to qualify: by net worth, or by income. Option one: A net worth of at least one million dollars, not counting the equity in your primary residence. Option two: Income of at least two hundred thousand dollars in each of the last two years, or three hundred thousand if combined with your spouse, and you expect to earn the same or more [...]

Understanding 721 to UPREITs

You've sold appreciated real estate and you want to defer the taxes. But what if you could also gain diversification and potential liquidity? A traditional 1031 exchange into a single replacement property still leaves you concentrated in one asset, one market, one set of risks. Section 1031 lets you reinvest the proceeds from appreciated commercial real estate into like-kind property without recognizing a taxable gain. A Delaware Statutory Trust, or DST, holds title to professionally managed institutional-quality real estate. Since 2004, the IRS has recognized DST interests as qualifying 1031 replacement property. Your DST interest may convert [...]

Maximizing After-Tax Income with Multifamily DSTs

Looking to boost after tax income in your 1031 exchange consider moderately leveraged multi-family DSTs over debt-free net lease DSTs? Here's why debt-free net lease DSTs like dollar stores or pharmacies offer initial stable predictable income but that income may be fully taxable and it depends on one lease. Multifamily DSTs spread income across hundreds of tenants reducing risk moderate leverage amplifies tax benefits you could increase your depreciation potentially shielding all income from taxes for years. Debt-free net lease DSTs like a single tenant Walgreens may offer initial stability but rely on one lease with little [...]

Why Multifamily DSTs Outshine Single-Tenant DSTs

For 1031 exchange investors Delaware Statutory Trusts or DSTs offer tax deferral and passive income but not all DSTs are equal. Here's why: 1. Diversified Revenue Multi-family DSTs spread income across many leases if one tenant leaves in a 200 unit property a 2% vacancy barely dents your cash flow. Single tenant DSTs like a Walgreens rely on one tenant if they go bankrupt you lose all income until a new tenant is found. 2. Bankruptcy Protection Single tenant DSTs are vulnerable to tenant failure. Think Sears or Rite-Aid. Multi-family DSTs reduce this risk with hundreds [...]

Understanding 721 Exchanges (UPREIT) and 1031 Exchanges

For investors considering a tax-deferred exchange, a 721 Exchange (UPREIT) may be one option worth evaluating as part of their overall investment strategy. The first step is to invest in a Delaware Statutory Trust (DST). Imagine you sell a property and want to defer taxes. A DST lets you invest in a big professionally managed property like a class a apartment building or industrial building alongside other investors. You own a piece without the hassle of managing it. You can choose a DST created by a REIT company that has an option to buy the property [...]

How to Select a Financial Advisor

Navigating a 1031 exchange requires expertise and selecting the right financial advisor is critical. Here are key factors to consider when choosing your 1031 financial advisor: Proven Track Record Matters Seek an advisor with a proven track record specializing in 1031 exchanges not just general financial planning. Focus on Like-Kind Exchanges Look for decades of focus on like kind exchanges Corcapa's 20 plus years ensures deep knowledge. Master Replacement Options A skilled advisor should master replacement property vehicles: Delaware Statutory Trusts, Tenants in Common and 721 UpREITS tailoring them to your goals. Tailored to Your Investment [...]

Top 5 Reasons To Consider A DST With 1031 DST Solution Presented by Corcapa 1031 Advisors

Looking to defer taxes and grow your wealth through a 1031 exchange? At 1031 DST Solution, presented by Corcapa 1031 Advisors, we recommend Delaware Statutory Trusts or DSTs. Tax Deferral DSTs qualify as 1031 exchange replacements deferring capital gains taxes. Sell an investment property, reinvest in a DST, and keep your full proceeds working tax-free. Passive Ownership DSTs are professionally managed no tenants repairs or late-night calls. Enjoy steady income with zero management hassle. Diversification Invest in high quality assets across sectors reducing risk. Corcapa prefers multi-tenant DSTs in strong markets helping your portfolio thrive. [...]

February 27th, 2026|1031 Exchange, Articles, DST, Videos|