If the IncomePlus Fund does not execute its fair market value option to acquire the DST, the expectation is that the asset will continue …
Yes, there are several options for investors who own a partnership interest and want to complete a 1031 exchange:
There is no fee payable in connection with the IncomePlus Fund’s exercise of the fair market value option.
No. However, if the IncomePlus Fund elects not to acquire the DST interest, you can opt to do a subsequent 1031 exchange.
No. The investor is required to remain in the DST until the asset is either acquired by the IncomePlus Fund or sold to a …
The DST trustee will send DST investors a grantor letter that provides taxable income details. If the DST interests are exchanged for units in …
Cash flow during the DST period is a function of many variables, including cap rate, financing costs and property-level expenses. While cash flow can …
Origin Exchange’s Delaware Statutory Trust (DST) real estate assets are consistent with Origin’s stringent investment criteria: multifamily properties in the path of growth, geographically diversified …
Can I invest in a DST through a business entity such as a trust, LLC, partnership or corporation?
faq
Yes, but continuity of title is required for 1031 exchange compliance. This means that the same entity that sells the relinquished property must acquire …
Investors in Origin Exchange must be accredited investors.
The minimum investment is $250,000. There is no cap on how much you can invest.
Origin charges an acquisition fee of 1.0% to 1.5% of the purchase price of the asset. There are no ongoing management fees. However, Origin …
Delaware Statutory Trusts (DSTs) must adhere to strict IRS regulations to qualify for 1031 exchange tax deferral benefits. These rules, often called the “seven …
If the IncomePlus Fund chooses to acquire the DST, the redemption program is the same as the IncomePlus Fund’s.
Distributions are paid monthly. After closing, you will receive a prorated distribution for the remainder of that month, which will be paid the following …
Our goal is to have one 1031 exchange opportunity every quarter.
The two-year period does not start when the DST is created. Instead, it begins after the final investor has entered the DST.
In a 1031 exchange, you must identify replacement properties with your qualified intermediary within 45 days of selling your relinquished property. After this 45-day …
Boot refers to any non-like-kind property received in a 1031 exchange, such as cash, debt relief or personal property. While receiving boot does not …
A qualified intermediary (QI) is a required third party in a 1031 exchange that holds the proceeds from the sale of a relinquished property …
No, there is nothing within the DST structure to reinvest distributions into during this phase. However, you can set up monthly distributions to be …
While Delaware Statutory Trusts (DSTs) offer tax benefits and passive ownership, they also come with certain limitations that investors should consider before investing. Lack …
A Delaware Statutory Trust (DST) allows investors to defer taxes, eliminate management responsibilities, and access institutional-quality real estate through a 1031 exchange. Key benefits …