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Building a Legacy: How 1031 Exchanges and DSTs Can Help Create Generational Wealth

Real estate has always been more than a place to live or work, it’s one of the most powerful tools for building a legacy. Through 1031 exchanges, investors can defer capital gains taxes indefinitely, and when structured properly, pass appreciated property to their heirs with a stepped-up cost basis that can all but eliminate that tax burden. Pair that with Delaware Statutory Trusts (DSTs), which let investors own institutional-grade real estate without the headaches of active management, and you have a strategy designed to carry wealth forward for generations.

Our latest white paper breaks down how these tools work together, from the origins of the 1031 exchange to how DSTs solve the access and liquidity challenges of direct property ownership.

Read the full white paper.

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DisclOSURE

MCB Wealthbridge is a division of MCB Real Estate. WealthForge Distributors, LLC and MCB Wealthbridge are not affiliated entities. Securities offered through WealthForge Distributors, LLC, Member FINRA/SIPC. WealthForge does not make investment recommendations and no communication, through this website or in any other medium, should be construed as a recommendation for any security offered on or off this investment platform. This website is intended solely for qualified investors. Investments in private offerings are speculative, illiquid, and may result in a complete loss of capital. Past performance is not indicative of future results. Prospective investors should conduct their own due diligence and are encouraged to consult with a financial advisor, attorney, accountant, and any other professional that can help them to understand and assess the risks associated with any investment opportunity.

This offering includes risks and uncertainty many of which are not outlined herein including, without limitation, risks involved in the real estate industry such as market, operational, interest rate, occupancy, inflationary, natural disasters, capitalization rate, regulatory, tax and other risks which may or may not be able to be identified at this time and may result in actual results differing from expected.

All illustrations are of commercial real estate holdings of MCB Real Estate, an affiliate of MCB Wealthbridge.