1031 Exchanges & DSTs: Know Your Next Move

1031 Exchanges & DSTs: Know Your Next Move

When:

Where:Online

Cost:Free

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Suzanne MooreBusiness Member
Real Estate Agent · Bend, OR · Member since 2022 · 31 posts · 13 votes

Selling an investment property? Explore 1031 exchanges and DSTs to defer capital gains taxes and find an investment that fits your goals.

Ready to sell your investment property?

A 1031 exchange can defer capital gains taxes, keeping more of your money invested.

But what if you don’t want another rental, or can’t find the right property that meets your goals?

You've got another option!

A Delaware Statutory Trust (DST) lets you own a share of professionally managed real estate WITHOUT being the landlord. A qualifying DST can serve as your 1031 replacement investment, offering potential income and appreciation while deferring your capital gains taxes.

Join Jon Taylor of JRW Investments and a 1031 exchange expert from Deferred, which offers zero-fee exchanges, to explore your options.

🔎 What We’ll Cover

  • When a 1031 makes sense, plus rules and deadlines.

  • Using DSTs as your next investment or a planned backup.

  • How debt and equity affect your choices and potential returns.

  • DST fees, risks, and why they're not all created equal.

  • Zero-coupon DSTs: when they may fit and how returns differ.

🗓 Agenda

12:00–12:15 – Introductions
12:15–1:00 – Presentation + Live Q&A

✅ You’ll Walk Away Knowing

✓ What to plan before selling.
✓ How DSTs could fit your investment goals.
✓ What questions to ask before committing.

💻 ONLINE ONLY

Thursday, November 12 | 12–1 PM PST
Online only • Google Meet link provided after registration

RSVP and make your next move with a solid 1031 exchange plan!

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