Related DST offerings
One replacement option some exchangers consider is a Delaware Statutory Trust (DST): fractional ownership of institutional real estate that can qualify as like-kind replacement property in a 1031 exchange. The directory lists 179 Active DST offerings, each built from its SEC filings. Active means an SEC filing in the last 15 months and not reported fully subscribed. It does not confirm you can still invest.
- Active 1031 DST offerings179 Active
New to DSTs? What is a DST?
On this page
Your Exchange Details
Field | Value |
|---|---|
Relinquished property sale price | $_____ |
Selling costs | $_____ |
Net sale price (amount realized) | $_____ |
Existing debt paid off at closing | $_____ |
Exchange equity held by QI | $_____ |
Day 0 (closing date) | _____ |
Day 45 deadline | _____ |
Day 180 deadline | _____ |
Minimum Replacement Requirements (for full deferral)
Requirement | Amount |
|---|---|
Minimum replacement property value | $_____ (must equal or exceed net sale price) |
Minimum replacement debt | $_____ (must equal or exceed relinquished debt, or add cash) |
Property Evaluation Grid
Complete one column for each potential replacement property. Evaluate more than three - you'll narrow to your final identifications.
Criteria | Property A | Property B | Property C | Property D | Property E |
|---|---|---|---|---|---|
Address/Location | |||||
Property type | |||||
Purchase price | |||||
Estimated closing costs | |||||
Total acquisition cost | |||||
Projected annual income (NOI) | |||||
Cap rate | |||||
Monthly cash flow (after debt service) | |||||
Financing available? | Y/N | Y/N | Y/N | Y/N | Y/N |
Estimated mortgage amount | |||||
Interest rate / terms | |||||
Estimated time to close | |||||
Inspection completed? | Y/N | Y/N | Y/N | Y/N | Y/N |
Major concerns / risks | |||||
Backup if deal falls through? | Y/N | Y/N | Y/N | Y/N | Y/N |
Identification Rules Quick Reference
3-Property Rule (most common): Identify up to 3 properties of any value. You must close on at least one.
200% Rule: Identify any number of properties, but their total value cannot exceed 200% of your relinquished property sale price. (Your limit: $___ × 2 = $___)
95% Rule: Identify any number of properties of any value, but you must close on at least 95% of the total identified value. (High risk - don't use unless you're confident in closing.)
Final Identification Selections
Slot | Property address | Estimated value | Confidence level |
|---|---|---|---|
1 (Primary) | $_____ | High / Medium / Low | |
2 (Backup) | $_____ | High / Medium / Low | |
3 (Safety net) | $_____ | High / Medium / Low |
Identification letter submitted to QI: [ ] Yes, on ___ (date) Confirmation received from QI: [ ] Yes, on ___ (date)
Pro tips:
- Always use all three identification slots. Don't identify just one property.
- Consider listing a DST as your third identification for a fast-closing safety net.
- Submit your identification letter well before Day 45 - don't wait until the last hour.
- Keep a copy of the letter with a timestamp (email delivery receipt, fax confirmation, or certified mail receipt).