One of the key benefits of real estate as an asset class is its ability to act as a tax shield, sheltering realized capital gains – indefinitely in some cases – thereby generating more attractive income/returns on both a current and long-term, risk-adjusted basis. The partners at Silver Portal are knowledgeable in all aspects of tax-advantaged real estate and have extensive experience sourcing/underwriting 1031 Exchange investments for both direct assets and Delaware Statutory Trusts (DSTs). We have advised on and executed over $100 million of 1031 transactions, principally into DSTs.

Why Consider a 1031 Exchange?

Individuals can be hesitant to sell appreciated investment real estate, especially when facing substantial tax exposure, which can diminish the amount of money they have to re-invest by up to 40%. Our team can help advisors and their clients plan well in advance of a property sale or act quickly in the case of an imminent closing to:
Re-invest sale proceeds
Shield them from taxes
Achieve geographic and/or asset class diversification
Generate attractive, durable current income

1031 Exchange process overview

A 1031 Exchange is a well-established process that allows an investor to sell property, place the sale proceeds with a Qualified Intermediary (QI), and re-invest proceeds into a single property or a portfolio within a 180-day period.
Our Process
If we conclude that a 1031 Exchange is the optimal path for your client, we will then determine if a Delaware Statutory Trust or Direct Investment best fits their specific investment goals.

To learn more about the 1031 Exchange process and Delaware Statutory Trusts (DSTs) as well as what makes them suitable for clients, please click here.

To learn more about Direct Investments and what makes them suitable for certain 1031 Exchange investors, please click here.

For a more comprehensive discussion of the 1031 Exchange process and DSTs, please see the education materials in our Resources section.