DSTs: What's the Catch?

DSTs:  So, What's the Catch?

Presented by American 1031, The 1031 Exchange and Delaware Statutory Trust (DST) Experts

When:                        Thursday, August 14, 2025, from 11:00 A.M. – 12:00 P.M. (Noon)

How to Attend:       Exclusively for AAGLA Members.  Logged In Users Can Register Using the "Register Now" Button.

If you are seriously considering selling your investment property under today’s economic conditions, attend this free live webinar and gain a solid understanding of how tax-deferred 1031 Exchanges work and can assist in avoiding the potential pitfalls of selling property in today’s up-and-down real estate market. During this webinar, we explore the benefits and drawbacks of a 1031 Exchange, Internal Revenue Service rules, and timing requirements. Learn how to develop strategies to meet your objectives, including exchanging into more favorable markets and identifying suitable replacement properties.

We will also cover how real estate transactions can affect your tax obligations, wealth-building potential, and long-term financial goals, and how you can avoid all or a significant portion of any tax liability. Selling your investment properties can expose you to up to 42.1% in tax liabilities, which could significantly impact your financial decision making. This webinar gives you the tools you need to calculate your tax liabilities and discusses strategies to help you defer—and potentially eliminate—these taxes through the effective use of 1031 Exchanges. Whether you’re seeking passive income through a 1031 Exchange or planning a full exit from property management, this session will help you make the most informed and more profitable decision.

Reserve your spot today! During the webinar, we will cover:

• 1031 basics - Defer Capital Gains taxes by completing a 1031 Exchange, but a 1031 Exchange can be more than just tax deferral.
• What exactly are DSTs (Delaware Statutory Trusts) and how do they work for exchangers?
• The “dos and don’ts” of any 1031 Exchange…IRS rules and timing requirements: How you can eliminate capital gains tax for you and your heirs.
• Watch out! Discover what to watch out for when someone is selling you a DST, including professional tips on who and what to avoid.
• Learn about which types of DSTs have held up the best in recessionary and inflationary times.
• Popular 1031 Exchange strategies, and benefits and drawbacks to consider, and the many untapped advantages of a 1031 Exchange are beyond just deferral of taxes.
• Step-by-step process for maximizing any 1031 Exchange transaction, including replacement property types that qualify. Selecting the most favorable property types and locations for your 1031 Exchange.
• Top property types and locations for future investment – diversification strategies.

A Delaware Statutory Trust or DST is a legal entity sanctioned by the Internal Revenue Service that allows you to hold title in real estate - DSTs are considered “like-kind” property that allows you to defer capital gains taxes in a Section 1031 Exchange. Investing in a DST allows you to earn passive income, continue to build your real estate portfolio, diversify your real estate holdings and avoid the hassles of managing property on your own.

Important Disclaimer:The information and materials provided during this presentation is for general information purposes only. Absolutely no legal or tax advice is being given during this presentation. Keep in mind that every situation is unique, and the laws, rules and regulations are subject to change at any time. So, before acting, be sure to obtain tax and/or legal advice from your licensed professional.

IMPORTANT INFORMATION: The information herein has been prepared for educational purposes only and does not constitute an offer to purchase or sell securitized real estate investments. Such offers are only made through the sponsor's Private Placement Memorandum (PPM), which is solely available to accredited investors and accredited entities. Examples are for illustrative purposes and are not representative of future results. There are risks associated with investing in real estate properties, including, but not limited to, loss of entire investment principal, declining market values, tenant vacancies, and illiquidity. Because investor situations and objectives vary, this information is not intended to indicate suitability for any investor. This material is not to be interpreted as tax or legal advice. Please speak with your own tax and legal advisors for advice/guidance regarding your situation. DST 1031 properties are only available to accredited investors (generally described as having a net worth of over $1 million exclusive of primary residence) and accredited entities only. If you are unsure if you are an accredited investor and/or an accredited entity, please verify with your Certified Public Accountant and Attorney. Securities offered through McDermott Investment Services, LLC a Registered Broker Dealer Member FINRA, SIPC, MSRB McDermott Investment Services, LLC does not provide legal or tax advice and purchasers should contact their attorneys and/or accountants for situations that may have legal and/or tax implications. The material contained neither constitutes an offer to sell or an offer to buy real estate or securities. Such offers are made only by the sponsor’s private placement memorandum which is always controlling. There are natural risks associated with the ownership of real estate including acquiring interests as replacement property in a 1031 exchange which are for accredited investors only.

Presenter: 

Adam J. Bryan, Founder, American 1031

Adam was born, raised, and has lived all his life in Southern California. His early career included film production, network television analysis, and corporate marketing. Since 2002, when the IRS first gave formal guidance on the proper structure of a TIC (Tenant-in- Common) investment, and 2004, when they issued a revenue ruling on DSTs (Delaware Statutory Trusts) for 1031 exchanges, he has been at the forefront of the financial services industry, as both a real estate and securities professional. Adam has been a speaker at numerous industry trade shows and events. In 2002, he joined SCI Real Estate Investments, a leading sponsor of co-owned investment real estate. In 2009, he co-founded Savage Bryan Investments, and continued to service clients with their 1031 exchange needs. In 2013 he joined H&S Wealth Management, and later launched American 1031 to focus strictly on working with exchange clients. Over the course of his career, Adam has worked with hundreds of investors, and raised over $100 million in equity. Adam lives with his wife, two daughters, and his mother-in-law in Granada Hills, California.

Moderator: 

Daniel Yukelson, AAGLA Executive Director

Daniel Yukelson is currently the Executive Director of The Apartment Association of Greater Los Angeles (AAGLA).  As Certified Public Accountant, Yukelson began his career at Ernst & Young, the global accounting firm, and since then had served in senior financial roles principally as Chief Financial Officer for various public, private and start-up companies.  Prior to joining AAGLA, Yukelson served for 12 years as Chief Financial Officer for Premiere Radio Networks, now a subsidiary of I-Heart Media, and then 3 years as Chief Financial Officer for Oasis West Realty, the owner of the Beverly Hilton and Waldorf Astoria Beverly Hills where he was involved with the development and construction of the Waldorf.  Yukelson also served for 6 years as a Planning Commissioner and for 3 years as a Public Works Commissioner for the City of Beverly Hills.

A Featured Presentation By: 

American 1031

American 1031 specializes in tax-deferred 1031 Exchange strategies and Delaware Statutory Trust (DST) investment property. They help investment property owners perform successful 1031 Exchanges by developing and implementing well-planned, tax-efficient transition plans carefully designed to meet their objectives. American 1031 generally focuses on two asset classes that have been performed over time; multifamily and self-storage. Only DST investment properties sponsored by experienced firms that show a track record of success dating back 10 years or more are presented for client consideration. Their team of seasoned veterans of the 1031 co-ownership industry has been helping hundreds of clients navigate through various investment options. For more information, go to https://www.american1031.net/ or call (310) 903-6757.