Sufficient inventory may allow for ease in meeting 45-day and 180-day exchange deadlines.
Turnkey purchases where financing and property/asset management are in place.
Cash-on-cash returns typically paid out on a monthly basis for most DST properties.
National locations and lower investments minimums means geographic and product diversification.
Ability to completely or partially defer taxes on your investment real estate. (Consult with your tax professional.)
Greater disclosure requirements than needed in traditional real estate investments.
Closings within days, not months, reduces stress of mandated timelines.
Partially shelter income via interest deductions and property depreciation.
A QOZ is an area where new investments may be eligible for preferential tax treatment. A QOF is an investment vehicle used to invest in QOZ property.
*Photos are for illustrative purpose only
Delaware Statutory Trust 1031 Exchanges are a core component of IREXA’s innovative tax reduction approach. A 1031 exchange may allow you to defer gains from the sale of real property to a more opportune time. You may be able to diversify your portfolio by geography, type of investment, and industry while still matching debt/equity requirements of the code by exchanging into a professionally managed Delaware Statutory Trust property. With a DST 1031 Exchange, you receive passive income without management responsibility, that’s retirement. Some benefits of a DST 1031 Exchange include, but are not limited to:
Qualified Opportunity Zone Funds (QOF) investments are somewhat similar to 1031 like-kind-exchange investments in that they both mitigate taxes on capital gains. With a 1031 exchange, the gain is deferred to a more opportune time, which deferral can be extended through subsequent 1031 exchanges. With a QOF, taxes on the gains are paid wholly or partially through a special distribution from the sponsor to the investor in tax year 2026 that is to be used to pay taxes due in April of 2027. Thereafter, in the event the QOF investment is held for more than 10 years following the end of the capital raise, all gains to the investor from the sale of the assets held by the QOF are returned to the investor tax free with no recapture. While 1031 like-kind-exchanges require that real property in the United States is exchanged for other real property in the United States, investors can invest taxable gains from any source into QOFs.