1031 Exchange vs DST vs UPREIT: How to Defer Taxes and Build Smarter Real Estate Wealth

Thinking about selling your investment property but worried about the tax hit? You’ve got options.

✅ 1031 Exchange: Sell and reinvest into like-kind property, deferring gains (control, strict timelines)
✅ DST: 1031 into a passive fractional property (hands-off, quick closing, less liquid)
✅ UPREIT: Contribute property for OP units (tax-deferred), later convert to REIT shares for potential liquidity

Each one solves a different problem—control, convenience, or diversification. The right choice depends on your goals, deadlines, and how hands-on you want to be.

At Liberty One Wealth Advisors, we believe in clear, thorough planning to preserve, sustain, and grow our clients’ wealth over a long-term time period. Whether you’re planning for the future or need assistance with current financial challenges, we’re ready to help. Schedule a complimentary Q&A with one of our team members today: https://libertyonewealth.com/answers/

Disclosure: The information provided is for educational and informational purposes only and should not be construed as personalized financial advice, an offer to buy or sell securities, or a recommendation of any strategy. Investment and tax laws can change, and the concepts discussed may not apply to every individual situation. Liberty One Wealth Advisors and its affiliates do not guarantee the accuracy or completeness of any statements, qualitative or numerical, contained herein. Nothing in this communication is intended to constitute legal or tax advice. Readers should consult with a qualified attorney or tax professional regarding their specific circumstances before making any decisions. All investments involve risk, including the potential loss of principal, and no strategy ensures success or eliminates risk.

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