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TAX DEFERRAL STARTS HERE

Defer and potentially eliminate up to 100% of capital gains and depreciation recapture taxes.

Defer Taxes

By Utilizing 1031 Exchanges.

By utilizing Section 1031 of the tax code, investor can defer (and potentially eliminate) up to 100% of capital gains and depreciation recapture taxes after the sale of real estate (which may total more than 35% of net equity). 1031 exchanges may be completed after the sale of each real estate asset into perpetuity, which makes it an essential estate planning too. 

Lower Your Risk

When You Build Your Own Portfolio.

Delaware Statutory Trusts (DST) are 1031 exchange eligible, and allow investors to de-risk their investment by selling a single asset and purchasing multiple interests. If you try the DST and decide it is not what you want, you can 1031 exchange back into your own actively managed property when the DST sells its assets. 

Achieve Goals

As a Passive Investor.

If you want to eliminate the burden and risk of property management, DSTs may give you passive, active, institutional management all while distributing current income and giving you exposure to property appreciation. 

A Careful Approach

RCX performs extensive due diligence on each sponsor and offering before we approve an offering for sale. We have only approved 20% of the active DST sponsors and do not approve every offering from these sponsors (in an effort to generate higher, more consistent returns for you). 

After selling a property, investors may 1031 exchange into one or more Delaware Statutory Trusts (DSTs) and defer 100% of their long-term capital gains and depreciation recapture taxes (which may total more than 35% of net equity).

After exchanging from an actively managed asset into a diversified portfolio of DSTs, investors may receive passive income and value appreciation generated by their assets in various locations, asset classes, and sponsorship (of their choosing). 

Demonstrated Success

$19B+

Tax-Advantaged Real Estate Underwritten

$1.2B+

Assets under Advisement

10.76%

ARR on Full Cycle Investments (not Inclusive of Tax Savings)

Net of fees, 

as of March 31, 2024

Current Offerings (1031)

The offerings shown below represent DST investments available for public

view; please contact us to access our complete list of offerings. 

Current Offerings

BR Diversified Industrial Portfolio III, DST

DST

BR Diversified Industrial Portfolio III, DST

Minimum Investment

$100,000

Current Availability

$1,000,000

$41,227,843

Offering Equity

Leverage

0.00%

Estimated Return

4.41% Y1 CoC

Last Updated 

Oct 29, 2024

Griffin Capital (Windsor Hill - North Charleston, SC) DST

DST

Griffin Capital (Windsor Hill - North Charleston, SC) DST

Minimum Investment

$100,000

Current Availability

$1,200,000

$45,074,236

Offering Equity

Leverage

42.25%

Estimated Return

4.52% Y1 CoC

Last Updated 

Oct 29, 2024

PG Wesley Chapel DST

DST

PG Wesley Chapel DST

Minimum Investment

$100,000

Current Availability

Fully Allocated

$34,034,270

Offering Equity

Leverage

0.00%

Estimated Return

6.11% Y1 CoC

Last Updated 

Oct 29, 2024

BR Diversified Industrial Portfolio IV DST

DST

BR Diversified Industrial Portfolio IV DST

Minimum Investment

$100,000

Current Availability

$19,000,000

$31,642,308

Offering Equity

Leverage

0.00%

Estimated Return

4.41% Y1 CoC

Last Updated 

Oct 29, 2024

Madison Ridge DST

DST

Madison Ridge DST

Minimum Investment

$100,000

Current Availability

$41,000,000

$77,670,567

Offering Equity

Leverage

0.00%

Estimated Return

4.50% Y1 CoC

Last Updated 

Oct 29, 2024

FSC Industrial 32, DST

DST

FSC Industrial 32, DST

Minimum Investment

$100,000

Current Availability

$64,000,000

$82,705,000

Offering Equity

Leverage

48.12%

Estimated Return

5.05% Y1 CoC

Last Updated 

Oct 29, 2024

NewStar 6 Tranquil Gardens BTR, DST

DST

NewStar 6 Tranquil Gardens BTR, DST

Minimum Investment

$100,000

Current Availability

Fully Allocated

$19,104,805

Offering Equity

Leverage

40.03%

Estimated Return

4.81% Y1 CoC

Last Updated 

Oct 4, 2024

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We Look Forward to Helping You

We will be in touch soon!

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