1031 exchanges & delaware statutory trusts (dst)
Hosted by
Ashley Romiti, Vice President at Perch Wealth
1031 exchanges & delaware statutory trusts (dst)
Hosted by
Ashley Romiti, Vice President at Perch Wealth
Hosted by
Ashley Romiti, Vice President at Perch Wealth
Hosted by
Ashley Romiti, Vice President at Perch Wealth
Ashley Romiti serves as Vice President at Perch Wealth, specializing in tax mitigation strategies for real estate investors. She advises clients on their real estate portfolios, leveraging her experience in 1031 exchanges to help them mitigate risk through diversifying into alternative real estate investments, including Delaware Statutory Trusts (DSTs).
A 1031-exchange is a tax-deferred exchange. It represents a simple, strategic method for selling one property and exchanging it for one or more like-kind properties within a specific time frame. To qualify for your exchange, you must follow a few simple rules to ensure your exchange is both tax-deferred and compliant under Internal Revenue Code 1031.
A Delaware Statutory Trust, or DST, is a legally recognized real estate investment trust in which investors can purchase ownership interest. Investors who own fractional ownership are known as beneficiaries of the trust – they are considered passive investors.
DSTs qualify for a 1031-exchange.
29122 Rancho Viejo Road, Suite #111, San Juan Capistrano, California 92675, United States
Not an offer to buy, nor a solicitation to sell securities. All investing involves risk of loss of some or all principal invested. Past performance is not indicative of future results. Speak to your finance and/or tax professional prior to investing. Any information provided is for informational purposes only. Securities offered through Arkadios Capital, member FINRA/SIPC. Advisory Services offered through Arkadios Wealth. Perch Wealth and Arkadios are not affiliated through any ownership.
Check the background of this firm/advisor on FINRA’s BrokerCheck.
1031 Risk Disclosure:
· There’s no guarantee any strategy will be successful or achieve investment objectives;
· All real estate investments have the potential to lose value during the life of the investments;
· The income stream and depreciation schedule for any investment property may affect the property owner’s income bracket and/or tax status. An unfavorable tax ruling may cancel deferral of capital gains and result in immediate tax liabilities;
· All financed real estate investments have potential for foreclosure;
· These 1031 exchanges are offered through private placement offerings and are illiquid securities. There is no secondary market for these investments.
· If a property unexpectedly loses tenants or sustains substantial damage, there is potential for suspension of cash flow distributions;
· Costs associated with the transaction may impact investors’ returns and may outweigh the tax benefits
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