How Investors May Access Equity Without Triggering Taxes

In this video, we discuss how some investors evaluate strategies to access equity from real estate without immediately triggering taxes. Many investors assume selling and recognizing capital gains is the only way to unlock equity. We explain how certain investors first complete a 1031 exchange and later evaluate refinancing strategies on the replacement property. We also discuss how some DST investments may include optional refinance features that can provide additional flexibility as part of long-term planning. Because refinancing generally does not trigger capital gains or depreciation recapture, understanding these strategies can help investors evaluate different ways to structure their real estate portfolio. As always, investors should work closely with their CPA, attorney, and financial advisors when evaluating these approaches. Want to learn more? I'm always happy to answer any questions you or your clients may have about how to best leverage DSTs during a 1031 exchange to maximize your investment goals! www.1031Financial.com/Contact #DST #1031Exchange #RealEstateInvesting Disclosure: DST investments are speculative, illiquid and can expose investors to risks including the potential loss of the entire investment principal, potential property value loss, foreclosure and loss of management control. Past performance is not a guarantee of future results. Securities offered through 1031 Securities Inc., member FINRA / SIPC. 1031 Securities Inc. and 1031 Financial are unaffiliated. See “About” or “Intro” for further details.