Free
Guide
for
High-Income Earners & Practice Owners
DST vs. Working Interest: The Ultimate 1031 Replacement Property Showdown
This guide provides a deep dive into the benefits and drawbacks of DSTs and working interests as 1031 replacement properties, focusing on timelines, ownership, and tax implications.
What you’ll learn
- The 45-day identification window requires prompt action to secure a valid replacement property for a 1031 exchange.
- DSTs provide a quicker route to closure, but come with significant operational restrictions that can limit investor control.
- Direct working interests in oil and gas real property offer direct ownership benefits and potential tax deductions not available in fund structures.
- Careful evaluation of liquidity, governance, and tax implications is essential for optimizing your investment strategy.
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Download the PDFOr schedule a private strategy callInside the guide
DST vs. Working Interest: The Ultimate 1031 Replacement Property Showdown
Contents
- Core Situation Understanding the urgency of the 1031 exchange and your options within the time constraints.
- Capital Allocation Examining the financial implications and how to allocate your capital effectively during an exchange.
- Ownership Models Analyzing the differences in ownership structures between DSTs and working interests.
- Tax Mechanics A focus on the relevant tax deductions and strategies available for your investment choices.
- Risk & Governance Identifying operational risks and governance issues associated with each replacement property option.
Written for
- High-Earning Specialists Seeking to maximize tax efficiency while pursuing new investment opportunities.
- CPAs & Wealth Advisors Looking to provide clients with tailored strategies for 1031 exchanges and tax mitigation.
Is the guide really free?
Yes. There is no cost and no obligation. The PDF arrives by email, and you can download it straight away.
Is this tax advice?
No. The guide explains general federal tax rules for educational purposes. Your CPA should apply them to your own situation, and the guide includes the questions to bring to that conversation.
Do I need to be accredited to read it?
No. Anyone can read the guide. Participation in a Summit Ventures joint venture is limited to accredited individuals and entities, and status is verified before any commitment.
Will someone contact me?
We may send related resources and invitations to upcoming sessions, and you can unsubscribe at any time. A call only happens if you request one.
