Tax-Deferred Exchanges: A Close Look at 1031s, 721s, and DSTs
A practical playbook for 1031, DST, and 721 strategies.
This guide examines how investors can defer taxes and compound gains through property exchanges. It explains how 1031s, Delaware Statutory Trusts, and 721 UPREITs work together to unlock diversification, preserve capital, and simplify estate transitions. With real-world examples and key compliance insights, it’s a must-read for anyone looking to upgrade or exit actively managed real estate without triggering a taxable event.
Best For: RIAs, financial advisors, broker-dealers, family offices, and high-net-worth investors looking for proven strategies to preserve wealth and enhance real estate portfolios.
Time to Read: 15- 20 minutes
What You’ll Discover
Discover how tax-deferred strategies like 1031 and 721 exchanges can preserve capital, unlock portfolio diversification, and deliver meaningful tax advantages. This guide explains how real estate investors and their advisors can leverage exchanges to enhance cash flow, manage risk, and build long-term wealth.
- How 1031 exchanges allow investors to defer capital gains and reposition assets strategically
- When and why to consider a 721 exchange into an UPREIT for added diversification and liquidity
- How to navigate IRS rules, timelines, and compliance requirements without derailing your transaction
IMPORTANT DISCLOSURE:
The information provided in this document is for general informational and educational purposes only and is not intended to be all-inclusive. The information contained herein does not constitute legal, compliance, tax, or financial advice. This communication is not a recommendation of any security, strategy, or service. Any such recommendation or solicitation would be made under separate cover.
The information in this document is general in nature and may not apply to your specific situation. Actual results will depend on individual tax circumstances, timing of placement in service, applicable tax law, and IRS guidance in effect at the time the property is placed in service. Investors should consult their own qualified tax advisor or attorney to evaluate the impact of any investment on their specific situation.
Bonaventure cannot guarantee the accuracy or completeness of this material and is under no obligation to keep this information current. This communication should not be shared or disseminated beyond its intended limited audience.
