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1031 Exchanges Solutions

Take advantage of a 1031 Exchange to a Delaware Statutory Trust!

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Make the Most of your Real Estate Investments!

Potential Benefits of a 1031 Exchange

  • More To Invest - Deferring capital gains tax allows the exchanger to reinvest the amount that would otherwise be paid to the federal government. 
  • Less Management - Utilizing a DST offers investors the change to exchange a property they actively manage for a passive ownership property. Simply put, you can keep the income property but lose the day-to-day management responsibilities.
  • Diversification - One property can be exchanged into many properties through a DST as long as the replacement investments are equal to or greater than the proceeds received from the sale of the original property.

1031 Exchange Process

1031 Exchange Step 1 Sale Icon

STEP 1

Owner (Exchanger) decides to sell Investment Property & notifies a Qualified Intermediary (aka QI or Accommodator) of exchange prior to the close of the sale.

1031 Exchange Step 2 Proceed Icon

STEP 2

Proceeds from the sale are transferred to Qualified Intermediary.

1031 Exchange Step 3 Replacement Property Icon

STEP 3

Exchanger Identifies Replacement Property(ies) within 45 days of sale and notifies QI.

1031 Exchange Step 4 Funds Transferred Icon

STEP 4

Funds are transferred to seller of Replacement Property(ies). Exchanger has 180 days to close of new Property(ies).

  • Sale Date Day 0
  • 45 day period to identify replacement property(ies).
  • Must Identify ByDay 45
  • Exchanger must close on replacement investment property(ies) within 180 days of the closing date of the property that was sold.
  • Must Close ByDay 180

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Is a 1031 Exchange to Delaware Statutory Trust Right for You?

1031 Exchange Benefits Icon

1031 EXCHANGE BENEFITS

Real Estate investors are able to exchange like-kind properties for business or investment and defer capital gains taxes. Payment of capital gains tax is deferred until property is sold with no re-investment.

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1031 EXCHANGE REQUIREMENTS

A Qualified Intermediary is required to control the net sale proceeds of the property exchange. In addition, the investment in the replacement property must be equal to or greater than the cash received from the sale of the original property.

1031 Exchange to Delaware Statutory Trust Icon

DELAWARE STATUTORY TRUST (DST)

A Delaware Statutory Trust is a separate legal entity formed as a trust under Delaware law. An Investor can use a beneficial interest in a DST as replacement property in a 1031 tax deferred exchange.

About Bangerter Financial Services, Inc.

Our commitment to our clients is based on the relationship we form with them, both professionally and personally. We provide frequent, consistent contact with our clients to educate and inform them so that proper decisions can be made going forth. We engage with our clients on a regular basis as a result of the numerous social events we host during the year. We offer all of our knowledge and experience to keep our clients focused on a disciplined approach to realizing their dreams.