Build Wealth Without The Headaches

Investing in real estate may be one of the avenues for wealth accumulation, yet it also presents various challenges. However, an alternative that enables you to reap the potential advantages of property ownership without the hassles of day-to-day management exists; the 1031 exchange. You might already be familiar with this tax strategy and its advantages for estate planning. But did you realize that coupling a 1031 exchange with a Delaware Statutory Trust (DST) could revolutionize your active real estate investments into passive, professionally managed assets? Our online marketplace offers a diverse range of DST options spanning all real estate asset classes. This approach allows you to retain the tax benefits and cash flow from your investments while entrusting the daily property management to seasoned professionals.

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Benefits of Using a DST for 1031 Exchange

DSTs are your key to seamless1031 exchanges. They offer:

Ease of ownership

Avoid the stress of day-to-daymanagement. With a DST, your investment is professionally managed.

Diversification

Invest in a wide array of diversified, income-producing properties to help reduce risk.

Simplified Transaction Process

Cut through the redtape. A DST simplifies the 1031 process, removing many of the hassles associated with individual property exchanges.

Access to institutional grade investments

DSTs provide access to investment opportunities that were once only available to institutional investors.

Understanding Opportunity Zones

Opportunity Zones are a fascinating initiative in the sphere of economic development. They present a unique opportunity to channeling private investment into distressed communities to drive economic growth and revitalization. But to fully comprehend their significance, we must explore their inception, purpose, and distribution. An Opportunity Zone is a census tract or an economically distressed community where new investments, under certain conditions, may be eligible for preferential tax treatment. These zones were introduced under the Tax Cuts and Jobs Act, signed into law by President Donald Trump in December 2017. This legislation aimed to provide a tax incentive for private sector investment in low-income urban and rural communities across the U.S.

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Features

QOZ What you need to know.

Tax advantages

The tax advantages of investing in QOZs could appeal to investors with capital gains. To qualify for these benefits, investors must invest their realized gains into a qualified opportunity fund within 180 days following the sale or exchange of their appreciated asset.

Fair market basis

The tax basis of the property is set to match the fair market value at the time of the sale, meaning no tax is imposed on the appreciation. The original capital, which represents the realized gains invested in a QOZ, won't be taxed until the end of 2026 or when the fund is sold or exchanged, whichever comes first.

Complete exemption

Moreover, investors are eligible for a complete exemption from capital gains tax on their QOZ investment if they hold it for at least 10 years. This provides a significant incentive for long-term investments in these zones.

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QOZ frequently asked questions

What is an Opportunity Zone Fund?

An Opportunity Zone Fund is a private investment vehiclethat is set up to invest at least 90% of its capital into Opportunity Zones,which are designated areas in the U.S. that offer tax incentives forinvestments.

What types of properties do Opportunity Zone Funds invest in?

Opportunity Zone Funds typically invest in real estate andbusinesses located within Opportunity Zones. This could include commercial andresidential properties, infrastructure, and startup businesses.

What kind of capital gains can be invested in an Opportunity ZoneFund?

Almost any type of capital gain can be invested into anOpportunity Zone Fund. This includes capital gains from the sale of stocks,bonds, real estate, and businesses, among other things.

What are the tax benefits of investing in an OpportunityZone Fund?

The primary benefits include deferral of capital gains taxes until2026 or until the fund is sold or exchanged, a reduction in the tax you oweafter five and seven years due to a step-up in basis, and the exclusion offuture capital gains on that investment if the investment is held for at least10 years.

How long do I need to keep my investment in an Opportunity Zone Fund to obtain the maximum tax benefits?

To obtain the maximum tax benefits, you must keep your investmentin the Opportunity Zone Fund for at least 10 years.

Can capital gains from the sale of precious metals and artwork beinvested in an Opportunity Zone Fund?

Yes, capital gains from the sale of assets like precious metalsand artwork can also be invested into an Opportunity Zone Fund. This includesgains from the sale of gold, silver, other precious metals, and artwork.

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