Replacement Strategies
replacement strategies organized for educational comparison, document review, advisor questions, and a clearer understanding of property and offering risk.
Replacement Strategies
Delaware Statutory Trust (DST)
A Delaware statutory trust holds title to real estate for multiple investors. A beneficial interest can qualify as 1031 replacement property.
ExploreDST 1031 Replacement Property
How a DST interest is identified, funded, and closed as 1031 replacement property, including the 45-day identification window and qualified.
Explore721 UPREIT Exchange
A 721 exchange contributes a DST interest into a REIT's operating partnership for OP units under Section 721, a different mechanism from a 1031.
ExploreExchanging Into a REIT
REIT shares are securities, not real property, so a direct purchase does not qualify for 1031 deferral. Reaching REIT exposure requires a DST.
ExploreTenants-in-Common (TIC)
A tenancy-in-common interest gives each investor a recorded deeded share of real property and a direct vote on major decisions, unlike a DST.
ExploreZero Cash Flow Property
A zero-cash-flow property carries debt service equal to rent, so it produces no current distributions and is used mainly to match exchange debt.
ExploreTriple-Net (NNN) Replacement
Triple-net property shifts taxes, insurance, and maintenance to the tenant, but single-tenant concentration and lease term matter more than the.
ExploreMultiple Replacement Properties
A single 1031 exchange can acquire more than one replacement property under the three-property, 200 percent, or 95 percent identification rules.
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