How to Determine Which Specific DSTs are Offered by Financial Institutions

Each financial institution (RBC Wealth Management, US Bank, Morgan Stanley, etc.) decides what investment products can be put onto their platform. They do their own due diligence on their properties and the sponsors. They also restrict their financial representatives to only sell those products that are approved.

A financial representative for a particular institution can introduce to their clients these approved products. You can communicate with the alternatives desk at one of these institutions to determine what DSTs are available and the details of those DSTs.

If you need help finding the right DST to use for your 1031 exchange, reach out to a qualified intermediary who can point you in the right direction.

MN Qualified Intermediaries You Can Count On

At CPEC1031, LLC you can count on our qualified intermediaries to handle all aspects of your like-kind exchange from start to finish. Our qualified intermediaries have more than two decades of experience facilitating exchanges of all types. Let us take care of all the specifics of your next 1031 exchange and make sure that you are able to defer 100% of your capital gains tax burden. You can find us at our downtown Minneapolis offices, but note that we provide 1031 exchange services throughout the United States.

 

  • Start Your 1031 Exchange: If you have questions about 1031 exchanges, feel free to call me at 612-643-1031.

Defer the tax. Maximize your gain.

© 2024 Copyright Jeffrey R. Peterson All Rights Reserved