1031 PROPERTIES
RESOURCES

dst properties

1031 Properties Resources for Commercial
Real Estate

Our 1031 Properties Resources can help investors navigate alternative real estate investments and strategies.

The majority of 1031 exchanges completed include the exchange of a commercial asset. These properties can be sold and traded with like-kind properties, including alternative real estate investments. These opportunities, available with Perch Wealth, can provide commercial investors with new strategies to strive to improve their investment position.

Commercial assets encompass a broad range of properties, and so long as the commercial asset meets the IRC requirement that they are the same in nature or character, they can differ in grade or quality. As a result, investors can trade across asset classes throughout the country via their 1031 exchange. Commercial assets include office buildings, medical centers, multifamily housing buildings, educational institutions, hotels and motels, retail stores and shopping malls, vacant land, and industrial properties. The property investor must retain full fee simple ownership in the asset. Leasehold assets could qualify for a 1031 exchange; however, they must have at least thirty years remaining on the lease. Trading between asset classes can offer new opportunities the investor had not had at the beginning of their investment career.
Explore Comprehensive 1031 Exchange Resources here

Delaware Statutory Trust (DST)

Investors looking to forego management responsibility but still take advantage of a 1031 exchange can trade from their relinquished property into a Delaware Statutory Trust, or DST, which qualifies as their replacement property. A DST is a real estate ownership structure that allows investors to purchase a fractional interest in a trust. The trust is used to purchase and hold real estate investments across the United States based on the DSTs investment goals. For example, a DST can specialize in triple-net single tenant properties across the US or multi-family assets in the Southeast. Exchangers can select to invest all or a portion of the proceeds from the sale of the relinquished property into a DST.

DSTs offer real estate investors the following benefits: investment in institutional quality properties; limited liability; excellent financing through a DST sponsor; debt obligation management; passive income potential; and a possible cash-out opportunity. Once the DST sells, investors can continue to defer capital gains through a 1031 exchange.
dst properties
dst properties

Oil, Gas, and Other Rights

Many real estate investors are unaware of the various alternative investment solutions available via a 1031 exchange. One that is often missed is an investor’s ability to trade into oil, gas, and other rights. The team at Perch Wealth can provide the education and resources every investor needs to complete this type of transaction.

Per the Internal Revenue Code (IRC), oil, gas, and other rights can qualify as like-kind if their interest meets the like-kind requirements and is therefore defined as real property. Interest in oil, gas, and other rights is considered either the relinquished or replacement property. As demand for those resources continues to increase, an influx of investment opportunities has become available to accredited investors. In addition to providing investors access to a management-free investment, oil, gas, and other rights enable them to diversify their portfolio while striving to mitigate risk by investing in assets with a low historical correlation with traditional stocks, bonds and equities. Investors can also use these alternative investments to invest leftover proceeds from their 1031 exchange, delivering a tax-deferral solution to a standard 1031 exchange problem.

1031 Properties Resources for Income Rental Property (IRC)

Leveraging a 1031 exchange to sell a residential unit comes with strict guidelines, and the Perch Wealth team, along with our 1031 Properties Resources, will walk investors through the process – helping them determine whether a property qualifies and providing insight into exchange opportunities after the property’s sale.

Only income rental properties that meet Internal Revenue Service (IRS) guidelines on like-kind properties can be sold and exchanged via a 1031 exchange. An investor’s primary residence or vacation rental cannot be exchanged; only a property that has been held as an investment and rented for one year qualifies. All income rental property that meets these requirements can be traded in a 1031 exchange. After selling an income rental property, investors can trade into another asset that better suits their investment objectives. For example, an investor may be entering retirement and ready to let go of the management responsibility that comes with an income rental property. In this scenario, the investor could sell the income rental property and trade it into a like-kind asset, such as Delaware Statutory Trust (DST), which requires zero management responsibility.
Explore Comprehensive 1031 Exchange Resources hereSEE TAX BENEFITS
DST properties

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We pride ourselves in providing a customized investment strategy to meet your individual needs. If you want to take advantage of the tax benefits from a 1031 exchange, or just learn more, give us call.
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Not an offer to buy, nor a solicitation to sell securities. All investing involves risk of loss of some or all principal invested. Past performance is not indicative of future results. Speak to your finance and/or tax professional prior to investing. Any information provided is for informational purposes only. Securities offered through Arkadios Capital, member FINRA/SIPC. Advisory Services offered through Arkadios Wealth. Perch Wealth and Arkadios are not affiliated through any ownership.
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Disclosures | 1031 Risk Disclosure
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Privacy Policy & Terms of Usage

1031 Risk Disclosure:

  • There is no guarantee that any strategy will be successful or achieve investment objectives;
  • Potential for property value loss – All real estate investments have the potential to lose value during the life of the investments;
  • Change of tax status – The income stream and depreciation schedule for any investment property may affect the property owner’s income bracket and/or tax status. An unfavorable tax ruling may cancel deferral of capital gains and result in immediate tax liabilities;
  • Potential for foreclosure – All financed real estate investments have potential for foreclosure; ·Illiquidity – Because 1031 exchanges are commonly offered through private placement offerings and are illiquid securities. There is no secondary market for these investments;
  • Reduction or Elimination of Monthly Cash Flow Distributions – Like any investment in real estate, if a property unexpectedly loses tenants or sustains substantial damage, there is potential for suspension of cash flow distributions;
  • Impact of fees/expenses – Costs associated with the transaction may impact investors’ returns and may outweigh the tax benefits


No offer to buy or sell securities is being made. Such offers may only be made to qualified accredited investors via private placement memorandum. Risks detailed in a private placement memorandum should be carefully reviewed, understood, and considered before making such an investment. Prospective strategies and products used in any tax advantaged investment planning should be reviewed independently with your tax and legal advisors. Changes to the tax code and other regulatory revisions could have a negative impact upon strategies developed and recommendations made. Past performance and/or forward-looking statements are never an assurance of future results.

Many of the investments offered will be only available to those investors meeting the definition of an Accredited Investor under SEC Rule 501(A) and offered as Regulation D private placement securities via a Private Placement Memorandum (“PPM”). Prospective investors must receive, read, and understand all the risks associated with buying private placement securities. Investments are not guaranteed or FDIC insured and risks may include but are not limited to illiquidity, no guarantee of income or guarantee that all tax advantages or objectives will be met and complete loss of principal investment could occur.

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