January 2025

Article: How to Evaluate DST Properties for a 1031 Exchange

New?DST Property: Passco Turfway DST

DST Sponsor Spotlight: Cantor Fitzgerald

Upcoming Live Event: February 5th at the Bellevue Club

How to Evaluate DST Properties for a 1031 Exchange

Conducting proper due diligence is essential when considering a Delaware Statutory Trust (DST) investment. This article provides a step-by-step guide to evaluating DST properties, from assessing sponsors and understanding investment structures to analyzing property types and market conditions. Whether you're a first-time or seasoned investor, these insights can help you make confident, informed decisions. Kick-off 2025 with smarter investment strategies—explore the article to learn more!

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Recently Funded Offering

Passco Turfway DST

Discover Passco Turfway DST, a stunning 320-unit multifamily property in Florence, Kentucky, just 10 miles from downtown Cincinnati. Completed in 2023 and boasting a 94.37% occupancy rate, this property offers modern one-, two-, and three-bedroom floor plans with upscale finishes like granite countertops, wood-style flooring, and built-in desks. Residents enjoy exceptional amenities, including a resort-style pool, EV charging stations, a 24-hour fitness center, a pet spa, and a surround-sound theater room. Passco Turfway DST combines luxury living with prime location—an ideal investment opportunity.

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A DST sponsor is a professional real estate company that identifies, acquires, and manages real estate assets for fractional ownership under a Delaware Statutory Trust (DST) structure. Key activities include conducting due diligence, purchasing investment-grade properties, structuring DST offerings, securing financing, and managing the properties on behalf of investors. Sponsors handle operational aspects like leasing, maintenance, and compliance, ensuring a passive income stream for investors while aligning with 1031 exchange requirements.

SPOTLIGHT: Cantor Fitzgerald

Cantor Fitzgerald Investors, LLC (CFI), a subsidiary of the renowned global financial services firm Cantor Fitzgerald, LP, stands out as a leader in diversified investment opportunities. Founded in 2016, CFI leverages the 75-year legacy of its parent company, known for innovation in capital markets and a global presence across 22 countries with 160 offices. With expertise in DSTs, opportunity zones, and real estate funds, CFI has raised over $2 billion in equity and manages an expanding portfolio of multifamily, industrial, office, retail, and life sciences assets.

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RETS Kicks Off 2025 with a Live Event in Seattle

Start the new year with valuable insights on tax-smart reinvestment strategies! We are hosting our?first Lunch & Learn event of the year, bringing together advisors, property owners, and partners to discuss 1031 Exchanges, DST investments, and 2025 market trends. This event marks the beginning of a series of live events across multiple cities. Don't miss this opportunity to gain expert insights for your next move.

Tax-Smart Exit Strategies for Rental Property Owners

February 5, 2025 | Noon to 1:30 pm

Bellevue Club - 11200 SE 6th St, Bellevue, WA 98004

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Uncertain about how 2025’s market conditions can impact the sale of your investment property? Watch our webinar and gain key insights on navigating the 2025 macroeconomic and CRE industry dynamics to make sound investment decisions. From evolving property sectors to top locations for reinvestment, get a comprehensive view of where the real estate market stands and where we see it heading.

2025 Market Outlook for Investment Property

January 28, 2025 | 11:00 am PT

Register Now

About Real Estate Transition Solutions (RETS)

For over 26 years, Real Estate Transition Solutions (RETS) has helped investment property owners understand, select, and acquire suitable Delaware Statutory Trust (DST) properties that meet both their financial and lifestyle objectives. Our approach is grounded in education, transparency, and, above all, putting the best interests of our clients first.

About Austin Bowlin, CPA

Austin Bowlin, CPA, is a Partner at Real Estate Transition Solutions (RETS), a national real estate investment advisory firm specializing in 1031 Exchange strategies and Delaware Statutory Trust investments. As Chief Exchange Strategist, Austin leads the firm’s team of licensed 1031 Exchange advisors and analysts. His work focuses on tax analysis, developing tax-deferral strategies, legal entity restructuring, co-ownership arrangements, 1031 replacement property options, and Delaware Statutory Trust investments.

Disclaimer

The information herein has been prepared for educational purposes only and does not constitute an offer to purchase or sell securitized real estate investments. Such offers are only made through the Sponsor’s Private Placement Memorandum (PPM) which is solely available to accredited investors and accredited entities. DST 1031 properties are only available to accredited investors (generally described as having a net worth of over $1 million dollars exclusive of primary residence) and accredited entities only. ?If you are unsure if you are an accredited investor and/or an accredited entity, please verify with your CPA and Attorney.

There are material risks associated with investing in DST properties and real estate securities including liquidity, tenant vacancies, general market conditions and competition, lack of operating history, interest rate risks, the risk of new supply coming to market and softening rental rates, general risks of owning/operating commercial and multifamily properties, short term leases associated with multi-family properties, financing risks, potentially adverse tax consequences, general economic risks, development risks, long hold periods, and potential loss of the entire investment principal. Potential cash flows/returns/appreciation are not guaranteed and could be lower than anticipated. Diversification does not guarantee a profit or protect against a loss in a declining market. It is a method used to help manage investment risk. Because investor situations and objectives vary this information is not intended to indicate suitability for any particular investor. ?This material is not to be interpreted as tax or legal advice. Please speak with your own tax and legal advisors for advice/guidance regarding your particular situation.

Securities offered through Aurora Securities, Inc. (ASI), member FINRA/SIPC. Advisory services through Secure Asset Management, LLC (SAM), a Registered Investment Advisor. ASI and SAM are affiliated companies. Real Estate Transition Solutions (RETS) is independent of ASI and SAM. To access Aurora Securities’ Form Customer Relationship Summary (CRS), please click HERE. For Secure Asset Management’s Form CRS, click HERE. Real Estate Transition Solutions, ASI, and SAM do not offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstances.

Client examples are hypothetical and for illustration purposes only. Individual results may vary. This site is published for residents of the United States only. Representatives may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined. Not all services referenced on this site are available in every state through every advisor listed. For additional information please contact 888-694-6480 or email [email protected].