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DST & 721 Exchange Report

Provide your information below to access a powerful financial report, including performance insights, tax-saving opportunities, cash flow comparisons and assess depreciation expense optimization—all in one streamlined report.

Property Details

Income and Expense Details

Transaction Details

Tax Details

Financial Outputs


Tax Benefits

Total Taxes Deferred
(Potential)
$0

Income Analysis

Current Cash on Cash Return
(Post-tax)
0.00%
Potential DST Cash on Cash Return
(Post-tax)
0.00%
Potential Cash on Cash Enhancement
(Post-tax)
0.00%

Disclaimer: Projections above are expressed in Post-tax context

Review your results by clicking the download button below. For more information on 1031 exchanges, DSTs, and 721 concepts, Contact us for a consultation.

Why Conduct a DST & 721 Exchange Analysis

Tax Deferral Analysis
Tax Deferral Analysis

Our calculator summarizes potential tax deferral benefits of a 1031 or 721 UPREIT exchange. Always consult your Tax Advisor before investing.

Maximize Profit
Maximize Profit

Detailed look at potential cash-on-cash enhancement and monthly income, helping you compare your current property's performance to a potential DST investment.

Comparative Analysis
Comparative Analysis

Review key financial metrics, such as net income and cash flow, for your current property alongside DST or 721 exchange options to help assess potential financial outcomes.

Estate Planning
Estate Planning

Receive an overview of estimated sales proceeds, costs, and tax liabilities for a potential sale to help inform your decision-making.

Assumptions For Calculations


DST Property Assumptions
  • DST Equity : $50,000,000
  • DST Debt : $55,000,000
  • DST Total Value : $105,000,000
  • DST Cash on Cash Return : 4.50%
  • DST Asset Type : Residential (Multi-family)
  • DST Improvement Ratio : 90%
  • Depreciation Years : 27.5
  • Depreciation Months : 330

Sale Property Assumptions
  • Sale Property Type : Residential
  • Property Improvement Ratio : 70%
DST Property Analysis

Disclaimer: The results generated by this financial calculator are based on standard assumptions and user-provided data, provided for illustrative purposes only. Actual financial outcomes, including tax or investment results, may vary significantly due to market conditions, regulatory changes, individual circumstances, and the hypothetical nature of the calculations. This tool is intended solely for informational and educational use, not as financial, tax, or investment advice, and should not be relied upon for decision-making. We strongly recommend consulting a qualified professional advisor for personalized guidance and to conduct your own due diligence before taking any action.

Thank you for completing your DST Exchange analysis. We look forward to reviewing the results with you and addressing any questions you may have regarding 1031 exchanges, DSTs, or 721 investments.

Client Case Stories

Explore success stories and testimonials from investors who used our professional guidance for 1031 exchanges into Delaware Statutory Trusts (DSTs).

Stax Capital Made Shikha's Transition to Passive Income Smooth and Stress-Free
Stax made my transition to passive income smooth and stress-free.

Stax helped Shikha complete a 1031 exchange into DSTs, freeing her from property management and allowing her to focus on personal time.

-Shikha
Stax Capital Helped Ramesh Shift to Passive Income and Defer Taxes
Stax helped me shift to passive income and defer my taxes.

Stax guided Ramesh through a successful 1031 exchange and DST investments, allowing him to defer taxes and enjoy hassle-free income.

-Ramesh
How Stax Capital Helped Sima and Roman Switch to DSTs for Passive Investments
Stax made it easy to switch to passive investments for our retirement.

Stax introduced Sima and Roman to DSTs, allowing them to shift from active property management to a hands-off strategy while maintaining a steady…

-Sima and Roman
Disclosure

The experiences shared by clients of Stax Capital were given voluntarily without any compensation. These testimonials reflect individual opinions and are not intended as investment advice or guarantees of future results. Each investor should consider their own financial goals, risk comfort, and overall situation before making any investment choices.

Frequently Asked Questions

Find answers to common questions about DST investments to help you make informed decisions.

A Delaware Statutory Trust (DST) is a legal structure that allows multiple investors to hold fractional ownership in institutional grade real estate. The property is professionally managed, and the trust is overseen by a trustee (sponsor), offering a passive investment experience.