1031 Exchanges and DSTs for
Real Estate Professionals
Rising interest rates, low inventory, and an ever-changing market can make your clients’ goals feel like a moving target. Staying up-to-date on the various 1031 Exchange options can help you create a strategy for your clients when a lack of enticing, viable, or sensible replacement property options make them hesitant to list and sell.
Understanding the benefits of utilizing IRS approved structures to perform a 1031 Exchange into institutional quality properties may be the key to helping reluctant clients make the decision to sell and achieve their real estate goals.
Legacy Investments & Real Estate provides the tools and support needed to expand your business with the 1031 Exchange and passive real estate investment.
Mastering IRS-approved 1031 Exchange strategies like DSTs could unlock listings and expand your business. Here are the four simple steps to achieve this with Legacy:
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1. Learn
Going beyond the basics, our educational resources offer insight into IRS-approved 1031 Exchange strategies like the Delaware Statutory Trust (DST), providing partners with the knowledge needed to utilize these wealth-building tools with clients. View our suite of educational resources below.
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2. Market
Take advantage of our turnkey, business-building tools and easy-to-implement strategies for connecting with real estate investors in today’s market. View our suite of marketing resources below.
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3. Collaborate
We will help create a strategy for your clients when a lack of enticing, viable, or sensible replacement property options make them hesitant to list and sell. From uncovering opportunities for higher income potential to supporting the decision to retire from landlording, we create a plan that aligns with their goals and strengthens your listing proposal. As a Legacy partner, your listing proposal will include:
- Cash flow analysis of current investment
- Hypothetical DST illustration
- Estimated tax deferral benefits
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4. Close, Earn Your Commission
Once the relinquished property is sold, your role in the transaction is completed. You can confidently pass the baton to our team. Legacy handles the exchange oversight, including:
- DST investment paperwork
- Coordination with Qualified Intermediary and members of the investor’s advisory team
- Monitoring IRS deadlines
- Ongoing client relationship management
Educational Resources
Downloads and Articles
Understand the process of working with Legacy on a 1031 Exchange for your clients and how we provide support along the way.
1031 Exchange Replacement Property Options for Your Clients →
Learn about the various IRS-approved replacement property options and their benefits.
Visit our entire resource library, full of educational content to help you succeed.
Workshops and Educational Sessions
Take your business to the next level
Our workshops and educational sessions provide you with the expertise and resources to help your clients achieve their real estate goals. By going beyond the basics of 1031 Exchanges, we empower you to confidently guide your clients toward achieving their real estate investment goals.
Whether you prefer a comprehensive workshop, an in-office session, virtual presentation, or a personalized one-on-one consultation, we offer flexible options to meet your needs.
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Our educational sessions break down the rules and intricacies surrounding the 1031 Exchange process and provide IRS-approved strategies for utilizing this tool with your investment clients–including Delaware Statutory Trusts (DSTs).
Key topics include:
In-depth analysis of IRC 1031 Tax Deferred Exchanges, including criteria for eligibility, IRS-approved replacement property options, rules, and timelines
The role of passive real estate in helping investors retire from landlording, diversify investment portfolios, simplify estate planning, and preserve wealth
The mechanics of DST investments including potential benefits, risks, and practical case studies illustrating the strategic use of DSTs in real-world scenarios
Don’t miss our next DST University for a comprehensive deep dive into Delaware Statutory Trusts (DSTs) and their applications within 1031 Exchange strategies
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Overcome objections, expand your business, and help your clients achieve their real estate goals.
Receive easy-to-implement strategies for finding investment clients during the current market conditions
Learn how to assess if your clients’ real estate investments are aligned with their evolving financial goals and what to do about it
Uncover tips for overcoming common listing objections
Gain access to business-building tools, including conversation starters and ready-to-use scripts
Contact us today to schedule an educational session or business-building workshop and unlock the full potential of your business.
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Open to both investors and professionals, these monthly events offer a great opportunity to meet a leading sponsor, gain insight into real estate investment trends, and learn how to take advantage of the current market.
Previous locations include:
Roseville
Beverly Hills
Pasadena
Costa Mesa
Fresno
Walnut Creek
Sacramento
Campbell
Del Mar
We’d love to have you and your client or prospect join us for a future event.
Connect with us to see upcoming presentation dates and restaurant locations.
Upcoming DST University Dates
Marketing Resources
Marketing Materials
Customizable Marketing Materials
The Legacy Investments & Real Estate White Label Program allows real estate professionals and brokers to co-brand Legacy’s marketing materials. We offer a selection of collateral that can be customized with your logo, colors, and fonts to share with your clients and prospects.
Events
Sponsor-Hosted Lunch and Learn Presentations
Open to both investors and professionals, these monthly events offer a great opportunity to meet a leading sponsor, gain insight into real estate investment trends, and learn how to take advantage of the current market.
We’d love to have you and your client or prospect join us for a future event. Connect with us to see upcoming presentation dates and restaurant locations.
Connection Resources
Real Estate Agent & Broker Toolbox
Legacy’s Real Estate Agent & Broker Toolbox is a professional LinkedIn group dedicated to helping real estate brokers and agents expand their knowledge and enhance their expertise in real estate investment strategies. This group offers resources and discussion on:
Advanced strategies in 1031 Exchanges
Passive income solutions
Wealth-building strategies for clients through real estate
Tax implications and legal considerations that impact clients’ investment portfolios
By joining, real estate professionals gain access to a community of experts, up-to-date information, and valuable insights on ways to grow their business by advising clients in creating a legacy of wealth through real estate investments.
What can we help with?
Do you ever hear any of these concerns from your clients? We can customize a plan tailored to their specific goals and needs, no matter their situation.
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Your client has reached a point where they’re tired of landlording and the headaches that come with it. They are considering selling their current property, but assume their only options are to either pay the taxes or buy another property that requires management.
What few investors know is that there are passive options within a 1031 Exchange.
The Legacy team will guide you and your client through the important details of a 1031 Exchange to help determine a suitable option. With your client’s unique needs in mind, we create a proposal and plan to help achieve their investment goals. We make the process seamless and simple by handling all investment paperwork.
With 100% of the property management obligations taken care of by the sponsor company within the various exchange replacement options, your client’s end result could be an investment portfolio with zero management obligations, ever.
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Your client is retiring from farming and wants to generate consistent income potential without unnecessary risk. It might seem as if their only low-management investment property option is NNN investments, but DSTs offer another management-free choice.
Utilizing a DST could provide a beneficial, management-free option for your client. Our team is here to guide you and your client through the process and help reinvest their proceeds into a portfolio of income-producing commercial real estate that may preserve their capital, provide a hedge against inflation, and offer them the freedom to enjoy retirement while preserving their legacy.
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The tax liability on the sale of an investment property varies by state and income. No matter where your client lives though, the hit to their equity can be staggering. In some cases, the sale of an investment property can lead to out-of-pocket expenses, leaving them with no net equity and an additional loss. They'd like to potentially defer the tax liability, but aren’t sure what options are available.
Our experienced team is aware of 1031 options that many investors and advisors are not. We can help you and your client compare all of the options– including keeping their current property, paying the taxes, or executing a 1031 Exchange. If they choose to defer the taxes and execute a 1031 exchange, we will seamlessly guide you and your client through the process to ensure all regulations are followed and no taxes are owed.
Partnership based on honesty, integrity, and shared goals
We firmly believe that relationships should never be just another means to an end. Instead, we strive to cultivate true partnerships based on collaboration, honesty, integrity, and shared goals. With a desire to lead the real estate investment industry forward, we take your success and your clients’ investment legacy as seriously as we take our own.
Our endless curiosity and desire for growth keep us seeking out opportunities to learn in the industry and beyond. Because we believe knowledge is best when it is shared, we continuously create educational content, offer webinars, and host events to help our partners, clients, and peers succeed.
What our Partners say
We’re here to help
Please feel free to contact us for professional, tailored guidance on all your and your clients’ 1031 Exchange and passive real estate investment needs.
Jamie Furlong
Managing Partner
Connect with Jamie →
Erica Traulsen
Investment Advisor Representative
Connect with Erica →