Know the DST Exchange Boundary
See where real estate rules end and securities rules begin, before you commit funds.
What a DST Actually Holds
A Delaware statutory trust, or DST, is a legal structure that can hold real estate. Investors buy a beneficial interest in the trust, and that interest is often treated as a security. A DST interest is not automatically eligible for exchange treatment; your CPA and securities professional confirm eligibility case by case.
Where Tax Rules Meet Securities Rules
Section 1031 covers exchanges of real property for like-kind real property. A DST interest may fit that definition in some structures, but it may also be a private securities offering. SEC guidance often limits these offerings to accredited investors, based on income or net worth. Eligibility varies by offering; we recommend no specific DST.
Who Confirms What on Your Deal
We handle the real estate side: sale timing, property comparisons, and closing coordination. Your CPA confirms tax treatment and eligibility. Your securities professional or attorney confirms whether a specific DST offering fits your accreditation status and goals. We are not a securities broker and do not sell DST interests.
Sources
Educational only, not tax advice. Your CPA must confirm tax treatment, timing, participation, basis, and filing before you act.
Common questions
Clear answers first. If one question changes the deal, bring it into the review before you move money.
Q1Does a DST always qualify for like-kind exchange treatment?+
No. A DST interest may or may not qualify, depending on how the trust is structured and used. We do not say any specific DST qualifies. Your CPA and securities professional review the structure and confirm eligibility before you commit funds.
Q2Who can invest in a DST offering?+
Many DST offerings limit participation to accredited investors, using income or net worth thresholds set by the SEC. Rules vary by offering. A securities professional confirms whether you qualify before you commit any funds.
Q3Do you recommend specific DST sponsors?+
No. We are not a securities broker and do not recommend or sell DST offerings. We help with the real estate side of your exchange. Your CPA, attorney, and securities professional evaluate specific DST sponsors and offerings.
Talk Through Your Exchange Options
Book a Real Estate Review to map your timeline and property options. We coordinate with your CPA and securities professional so every decision fits your full picture, not just one property.
Talk Through Your Exchange Options
Book a Real Estate Review to map your timeline and property options. We coordinate with your CPA and securities professional so every decision fits your full picture, not just one property.
Book a Real Estate ReviewNext steps
Keep moving forward
Exchange Your Investment Property Without Losing Your Timeline
Plan a 1031 exchange in Seattle, Bellevue, or Kirkland. We handle sale timing, replacement property search, and closing while your CPA confirms tax treatment.
View next stepCheck a DST Offering Before You Commit
Before you sign a DST offering, check the property, sponsor materials, debt, fees, and exit limits. Educational guide, not investment advice.
View next stepJudge the Real Estate Behind a DST
Learn how to evaluate the real estate behind a DST property: location, tenants, leases, condition, and debt, kept separate from offering terms.
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