DST Case Studies

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Goals and Objectives

Case Study Goals

Relinquished Properties

Case Study Relinquished

Replacement Properties

Case Study Replacement

Tools Used

Case Study Tools
Frank and Ann
Meet Frank and Ann
Seeking a more relaxed retirement and relief from property management challenges, Frank and Ann transitioned to a passive income investment portfolio by leveraging a 1031 Exchange into a Delaware Statutory Trust (DST).

Relinquished Properties

3 Single Family Rental Homes, 2 Duplexes, 2 Fourplexes

Location of Properties

Bay Area, California

Exchange Proceeds

$6,100,000

Exchange Objectives

  • Tax Deferral
  • Diversification
  • Passive Income

Replacement Properties

Multifamily, Senior Housing, Self Storage, Industrial, Net Lease Retail

Tools Used

1031 Exchange, DST
Case Study Jack and Rose
Meet Jack and Rose
Due to a professional relocation from Southern California to Seattle, WA., Jack and Rose sold their rental properties by leveraging the Section 121 Exclusion and reinvested proceeds into Delaware Statutory Trusts (DSTs) via 1031 Exchange.

Relinquished Properties

Two Single-Family Rental (SFR) homes

Location of Properties

Southern California

Exchange Proceeds

$1,620,000 in total tax deferral from two SFRs

Exchange Objectives

  • Prioritize total returns and appreciation
  • Convert future investments into personal use
  • Tax compliance simplicity for future exchanges

Replacement Properties

Multifamily, Senior Housing, Student Housing

Tools Used

1031 Exchange, 121 Exclusion, DST