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Check the background of your financial professional on FINRA's BrokerCheck. To access Concorde's Form Customer Relationship Summary (CRS), please click here.

Important Risk Disclosure: This site is for informational purposes only and is not intended as tax or legal advice. Please consult your tax and legal professionals regarding your individual situation. The opinions expressed and materials provided are for general information purposes only and do not constitute an offer to buy or sell any security or investment, nor should they be considered a solicitation for the purchase or sale of any security.

There are material risks associated with investing in private placements, Delaware Statutory Trusts ("DSTs"), and real estate securities, including the potential loss of the entire investment principal, illiquidity, tenant vacancies impacting income and revenue, general and real estate market conditions, lack of operating history, interest rate risks, competition (including the risk of new supply coming to market and softening rental rates), general risks of owning and operating commercial and multifamily properties, short-term leases associated with multifamily properties, financing risks, potential adverse tax consequences, general economic risks, development risks, and long holding periods. Investors should carefully read the Private Placement Memorandum (PPM) before investing, paying special attention to the risk section.

There are also risks associated with a 1031 exchange. A 1031 exchange has an identification period of 45 days from the sale of the relinquished property to identify a potential replacement property or properties, depending on the value of the previously sold property. To defer all capital gains tax, you must reinvest the entire net proceeds from the sale of the relinquished property into the replacement property and acquire debt on the new property that is equal to or greater than the debt on the property that was sold.

DST 1031 properties are available only to accredited investors (typically those with a net worth of $1 million excluding a primary residence, or income of $200,000 individually or $300,000 jointly for the last three years) and accredited entities. If you are unsure whether you qualify as an accredited investor or entity, please verify with your CPA and attorney.

The rules and regulations of the Qualified Opportunity Zone (QOZ) Program are complex, and compliance with the program involves significant challenges. These include unpredictable appreciation, development risks, illiquidity for up to ten or more years, availability and cost of construction and development financing, uncertainty related to development and redevelopment of real estate, and regulatory and interpretive uncertainties that may impact future risks.

There are risks associated with the Deferred Sales Trust™ strategy, including but not limited to the non-deferral of excess accelerated depreciation, less liquidity than some other strategies, and the fact that the capital gain offset on the sale of a personal residence (up to $250,000 per spouse) cannot be taken upfront. Instead, it becomes a balloon credit against taxes owed, if any, at the end of the investment contract. Deferred Sales Trust™ strategies may also involve higher setup fees than other investment strategies.

Securities are offered through Concorde Investment Services, LLC (CIS), Member FINRA/SIPC. DST.com is independent of CIS.

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    Investment property

    Preserve Wealth. Defer Taxes. Gain Flexibility.

    A Deferred Sales Trust offers a powerful strategy to defer capital gains taxes when selling highly appreciated assets — without the strict timelines or like-kind requirements of a 1031 Exchange.

    Schedule a Free ConsultationRegister / Login to View Current DST Offerings

    6 Reasons Why a Deferred Sales Trust Could Be Right for You

    Deferred Sales Trusts offer unmatched flexibility, tax deferral, and estate planning advantages for investors selling highly appreciated assets.

    Defer Capital Gains Taxes

    Avoid immediate tax liability on the sale of real estate, businesses, stocks, or other highly appreciated assets.

    No Like-Kind Requirement

    Unlike a 1031 Exchange, Deferred Sales Trusts apply to any appreciated asset — not just real estate.

    No Rigid IRS Timelines

    Enjoy flexible timelines for reinvestment without the pressure of 45-day or 180-day exchange deadlines.

    Customized Investment Flexibility

    Reinvest trust proceeds in real estate, securities, or other assets tailored to your risk profile and goals.

    Estate Planning Advantages

    Pass on wealth with strategic tax planning and multi-generational benefits through the trust structure.

    Maintained Liquidity & Control

    Access principal over time through structured payouts while maintaining control of your investment strategy.

    Why Work with DST.com for Deferred Sales Trusts

    We bring deep expertise, proven structures, and a client-first approach to every Deferred Sales Trust strategy.

    Tailored Tax Strategies

    Each Deferred Sales Trust is designed around your specific asset type, timeline, and legacy goals.

    Expert Trustee Partnerships

    Work with licensed, independent trustees who ensure full legal and tax compliance throughout the process.

    Diverse Investment Options

    Choose from income-producing real estate, diversified portfolios, or custom solutions within the trust.

    Ongoing Advisory Support

    From initial setup to ongoing management, our financial professionals stay by your side every step of the way.

    How a Deferred Sales Trust Works

    Five steps to deferring capital gains and preserving your wealth.

    1

    Asset Valuation

    We assess your appreciated asset and estimate potential tax exposure to determine if a Deferred Sales Trust is the right strategy.

    2

    Trust Creation

    Set up a compliant Deferred Sales Trust structure with an independent, licensed trustee to ensure full legal and tax compliance.

    3

    Asset Sale & Transfer

    Sell the asset to the trust using an installment note, then the trust completes the sale to the buyer on your behalf.

    4

    Tax Deferral Achieved

    Proceeds stay in the trust, deferring capital gains taxes while the trustee reinvests to grow your wealth.

    5

    Income & Estate Planning

    Access structured payouts on your timeline while optimizing for legacy planning and long-term liquidity.

    Speak to a Tax Deferral Expert

    Deferred Sales Trust Questions

    Common questions from investors exploring Deferred Sales Trust strategies.

    Ready to Take Control of Your Exit Strategy?

    Schedule a consultation to explore how a Deferred Sales Trust can preserve your wealth and defer capital gains taxes.

    Schedule a Free ConsultationRegister / Login to View Current DST Offerings

    Deferred Sales Trusts involve complex tax and legal structures. This information is educational only and not tax, legal, or investment advice. Individual results will vary. Consult with qualified tax and legal financial professionals before implementing any tax deferral strategy.

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