Delaware Statutory Trusts (DSTs) qualify as replacement property under Section 1031 of the tax code — giving you tax deferral, passive income, and zero management headaches.
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Whether you're up against a deadline or looking for a smarter way to invest, DSTs offer a flexible, proven solution.
DSTs can be identified in as little as 24 hours — giving you a ready-to-close replacement property fast.
Add a DST as a safety net in case your identified replacement property falls through.
Use a DST to defer the remaining balance from your initial sale and avoid a partial taxable event.
DSTs are not just for 1031 exchanges — they offer compelling advantages for any accredited investor.
Access larger, professionally managed properties typically reserved for institutional investors.
Invest across multiple property types and locations to reduce concentration risk.
Reinvest sale proceeds into a DST and defer capital gains and depreciation recapture taxes.
Many DSTs provide regular distributions generated by underlying property performance.
The sponsor handles sourcing, financing, due diligence, and all ongoing property operations.
Pre-structured offerings reduce the risk of acquisition delays or failed transactions.
Many DSTs include non-recourse debt secured at the property level — not the investor level.
Meet strict 1031 exchange timelines with a streamlined, ready-to-close investment process.
What sets DSTs apart from traditional real estate ownership
We represent between 80–100 properties and roughly $800 Million in equity at any given time. All of which can be identified in as little as 24 hours and is ready-to-close.
DSTs qualify as real property under Section 1031 of the tax code. When you invest the proceeds from your sale into a DST, you are allowed to defer all the capital gains and depreciation recapture from the sale of your real estate.
By investing in a DST, you'll benefit from professional management from industry-leading real estate management companies, along with dependable, scheduled distributions.
From first call to completed exchange — straightforward and efficient.
We start by understanding your goals, timeline, and investment priorities.
A tailored plan to defer taxes and position your portfolio toward passive income.
Review curated properties and choose investments aligned with your goals.
Finalize your 1031 exchange with a streamlined, stress-free closing process.
Registered Representative · 1031 Financial
Jeff is a licensed attorney and registered representative whose career spans the intersection of law, finance, and real estate. After earning his Juris Doctor from The John Marshall Law School, Jeff practiced corporate law before transitioning to the trading floors of the Chicago Mercantile Exchange and Chicago Board of Trade, where he spent over 20 years as a broker and trader in the S&P 500 and soybean pits.
Today, Jeff has dedicated his career to guiding investors through the 1031 exchange process — helping individuals and families defer capital gains, transition into passive income, and invest with confidence in institutional-grade real estate through Delaware Statutory Trusts.
Real results from real clients who trusted Jeff with their 1031 exchange.
“Jeffrey brings a rare combination of market knowledge, professionalism, and genuine client care. He helped me evaluate multiple DST options, explained the tradeoffs clearly, and made sure I felt comfortable with my decision. I would absolutely work with him again.”
“What stood out most was Jeffreys’s ability to make the process feel personal. He listened carefully, understood what I wanted, and helped me choose an option that fit my goals. It never felt like a sales pitch — it felt like honest guidance from someone I could trust.”
“Working with Jeff made the 1031 process feel easy and comfortable. He took the time to explain every option and always had my best interests in mind. I felt confident in the recommendation and appreciated how responsive and thoughtful he was throughout.”
Commonly referred to as the "Seven Deadly Sins" (IRS Revenue Ruling 2004-86), these are the rules every DST must follow.
Once the offering closes, no additional contributions from current or new investors.
Cannot renegotiate existing loans or borrow new funds, except in limited insolvency situations.
Cannot reinvest proceeds from the sale of its real estate assets.
Only minor, non-structural improvements and legally required upgrades are permitted.
Reserves may only be invested in short-term debt obligations between distributions.
All cash — other than necessary reserves — must be distributed to investors.
Cannot renegotiate leases or enter new ones, except in limited tenant bankruptcy/insolvency situations.
Whether you're in an active 1031 exchange or just starting to plan, Jeff is here to help you navigate the process with confidence.
DST investments are illiquid and can expose investors to risks including the potential loss of the entire investment principal. Past performance is not a guarantee of future results. Potential cash flow, returns and appreciation are not guaranteed.
IRC Section 1031 is a complex tax concept; consult your legal or tax professional regarding the specifics of your particular situation.
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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation.
The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.
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Securities offered through 1031 Securities Inc. Member: FINRA SIPC. Visit us at https://www.1031securities.com/
1031 Securities Inc. and 1031 Financial are independent and unaffiliated, do not provide tax advice and are not tax advisors.
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