1031 DST Exchange Consulting
Through our Real Estate Exit Planning Process, Krueger Asset Management helps commercial real estate owners evaluate whether a Delaware Statutory Trust (DST) may be an appropriate solution as part of a broader wealth and transition strategy. We seek to understand each client's unique objectives, income requirements, liquidity needs, family considerations, and the characteristics of the property being sold.
This allows us to develop a customized diversification strategy and construct a DST portfolio designed to align with the client's long-term goals. We provide independent guidance throughout the exchange process and coordinate with qualified intermediaries, CPAs, attorneys, lenders, and DST sponsors to help facilitate a successful transaction. Our objective is not simply to complete a 1031 exchange, but to help clients make informed decisions that support their broader financial, tax, estate planning, and legacy objectives.
Our Compensation Model
Many advisors involved in DST transactions are compensated through commissions based on the size of the investment. At Krueger Asset Management, we offer consulting services on an hourly basis, allowing clients to receive independent guidance focused on education, due diligence, and portfolio construction. We believe this approach provides transparency and better aligns our interests with those of the families we serve.
Passive Ownership
A Delaware Statutory Trust may allow investors to preserve the tax-deferral benefits of a 1031 exchange while transitioning away from the responsibilities of active property management. For many investors, this can provide relief from the challenges of tenant issues, maintenance concerns, and day to day operational responsibilities while continuing to participate in institutional-quality real estate investments.
Diversification Potential
Instead of exchanging into a single replacement property, a DST structure may allow investors to allocate proceeds across multiple properties, markets, and real estate sectors. Depending on an investor's objectives, this can create opportunities for greater diversification across asset types such as multifamily, industrial, retail, self-storage, healthcare, and other commercial real estate investments.