Unlocking DSTs: A Hidden Tool in 1031 Exchanges With Amit Urban

Amit Urban

Attention real estate investors: if you're tired of property management, or if having trouble finding attractive 1031 exchange opportunities, or if you're looking to simplify estate planning and transition ownership to G2 ... consider a Delaware Statutory Trust with Amit Urban.

Amit grew up in a family of real estate professionals, and early on, he saw how smart investing has helped people generate wealth and help them to live the way they dreamed.

Now, as a real estate professional with Fortitude Investment Group, Amit helps rental property owners and investors navigate 1031 exchanges, Delaware Statutory Trusts (DSTs), and passive real estate investment opportunities.

With over 15 years of experience in real estate, Amit has worked in both domestic and international markets, including developing shopping malls in China.

Here’s a glimpse of what you’ll learn:

[02:28] Amit Urban‘s path to specializing in 1031 exchanges and DSTs
[05:24] What is a DST, and why should investors care?
[08:23] Who benefits most from DSTs, and why are they a great passive income investment?
[10:42] Real-life scenarios where DSTs provide the perfect investment solution
[18:50] How DSTs simplify the 1031 exchange process and reduce stress
[24:08] Key risks and considerations when investing in DSTs
[28:36] How DSTs can be a powerful estate planning tool

In this episode…

Many real estate investors know that 1031 exchanges are a powerful way to defer capital gains taxes, but few have explored the Delaware Statutory Trust (DST) as an alternative to traditional 1031 exchanges. Could this lesser-known tool provide greater flexibility, diversification, and passive income for investors looking to simplify their portfolios?

According to Amit Urban, a seasoned real estate expert, DSTs are highly effective tools that allow investors to reinvest their 1031 exchange proceeds into institutional-grade properties without the burden of direct management. He highlights that DSTs provide diversification across multiple asset classes, passive income, and estate planning benefits, making them an attractive option for those transitioning out of hands-on property management. Amit highlights common examples and reasons investors are turning to DSTs as a way to preserve and grow their wealth while reducing taxes and operational headaches.

In this episode of the Pillar6 Podcast, host Roman Polnar sits down with Amit Urban, Registered Representative at Fortitude Investment Group, to discuss how DSTs fit into the 1031 exchange landscape. They break down who benefits most from DSTs, how they compare to direct property ownership, and why they offer a compelling tax-deferral strategy. Amit also shares key considerations, risks, and estate planning advantages of using DSTs as a long-term wealth-building tool.

Resources mentioned in this episode:

Quotable Moments

"Real estate's a powerful tool for helping people increase their income, build wealth, and gain freedom later in life."
"A DST is a form of ownership that qualifies for 1031 exchanges, allowing diversification across geography, asset class, and sponsor."
"If workload is too much and heirs aren't interested, a DST may be suitable for managing properties and planning estates."
"A 1031 is a flexible tool; with the right planning, you can defer a lot of taxes from appreciation."
"Before making any moves, talk to your financial planner and CPA; with the right planning, 1031 exchanges could be powerful."

Action Steps

Educate yourself on DSTs and 1031 exchanges: Understanding the intricacies of these concepts will allow you to effectively leverage them to defer capital gains taxes and optimize your real estate investment strategy.
Assess your real estate portfolio: Doing so can help you align your investments with lifestyle changes or estate planning needs.
Consult with financial and tax advisors: Working with professionals ensures that you make decisions that are tax-efficient and aligned with your long-term goals.
Explore diversification opportunities: Diversifying your real estate investments can enhance your financial resilience and offer more stable income streams.
Consider estate planning implications: Incorporating DSTs into your estate plan can simplify the inheritance process for your heirs and provide them with a step-up in basis.

Sponsor for this episode

This episode is brought to you by Pillar6. Pillar6 is a wealth advisory firm for successful individuals and families with active lifestyles.

Our clients appreciate having clarity and control over their finances and the peace of mind in knowing that their financial decisions are aligned with their core values, goals, and priorities. We provide financial planning services and wealth management services.

Schedule your complimentary discovery call to talk to us.

To learn more, go to www.pillar6.com or you can email us at hello@pillar6.com.