Delaware Statutory Trusts (DST) Vs. Traditional 1031 Exchange

Which best suits your investment profile?

Download our informative guides and learn the basics of each tax mitigation strategy and easily compare differences between the two.

Illustrating unique investor advantages, these concise yet informative guides are a valuable resource when navigating the best capital gains tax deferral strategy upon selling any highly appreciated investment real-estate.

Bonus Guide Included:

Get in the Zone – Qualified Opportunity Zones

Discover how capital gains from the sale of almost any type of appreciated asset can be reinvested in a Qualified Opportunity Zone and achieve immediate deferral of tax or complete elimination of all capital gains tax accrued, starting after a 10-year holding period. 

Capital gains may have resulted from the sale of:



Mutual Funds

Real Estate

Business Sale

Other Assets



What Is A Smarter 1031 ExchangeTM?

Established to support industry professionals and their clients when executing the sale of investment real estate. A Smarter 1031 ExchangeTM provides the framework for a streamline client experience and transaction process. As Fiduciary’s our goal is to support our Professional partners through advanced client-focused tax and risk consulting that seeks to defer, reduce, and even eliminate taxation to the client and/or their heirs if done properly!

Your Local A Smarter 1031 ExchangeTM Professional

This material is intended for both educational purposes and to promote interest in the subject matter only. It does not address any individual’s specific situation and is not to serve as the basis for any investment decision and should not be construed as a solicitation to invest. The material is based on the latest information available to the public and, while deemed accurate but is not guaranteed and may be subject to change by the IRS implemented Tax Codes. Numerical examples, if any, are only illustrative. For additional information, please contact Caitlin John Private Wealth Management, LLC. or your Investment Advisor directly.

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The past, current or future results of any type of securities are not a guarantee, or implied guarantee of future performance, returns, profit, or growth. Investors should thoroughly evaluate financial objectives, goals, and parameters such as risk tolerance with their Advisor before investing in any security. Investment account values will be subject to fluctuation in capital markets and can lose principal value. Fiduciary does not guarantee any level of investment performance, superior than the appropriate benchmark or otherwise.

Carefully consider your investment objectives, risk factors, charges, and expenses before investing. This and other information can be found in the Caitlin John Private Wealth Management, LLC.’s Form ADV Part 2A, which can be obtained from your financial advisor, by calling (810) 355-1325 or by visiting There are risks involved with investing, including possible loss of principal. Caitlin John Private Wealth Management, LLC. utilizes third-party investment managers in working with clients, the disclosures of each are available by request at any time and can be found on their respective websites or by searching

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