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Ep. 23 - Sell, Defer, or Roll: 1031 vs. 721 UPREIT vs. DST — Choosing the Smartest Exit
Absolutely — here's the same title and description with a concise, professional disclaimer added:
Selling in a choppy market? Jamison breaks down the three big exit paths for multifamily owners: an all-cash sale (and the tax hit), a 1031 exchange into another property, and a Section 721 UPREIT into a REIT—plus where a DST (Delaware Statutory Trust) fits. We compare tax deferral, control, fees, estate planning, and flexibility (including NV REIT's semi-liquidity), and outline who each option is best for—from long-time owners "graying out" with low debt to operators still scaling.
Bottom line: With a bit of planning before you list, you can potentially save millions in taxes and simplify your life.
What we cover:
-
When a straight cash sale still makes sense—and its tax cost
-
1031 rules, timelines, "like-kind," and when to level up into larger assets
-
721 UPREIT: rolling into REIT units for diversification, dividends, and estate simplicity
-
DSTs: why some choose them, typical fee trade-offs, and liquidity constraints
-
How to match your exit to goals: taxes, heirs, control, and hassle factor
⚠️ Disclaimer: This discussion is for informational purposes only and is not tax or investment advice. Always consult a qualified tax professional or financial advisor before making any decisions related to 1031 exchanges, UPREITs, or DSTs.
View all episodes
By Neighborhood VenturesAbsolutely — here's the same title and description with a concise, professional disclaimer added:
Selling in a choppy market? Jamison breaks down the three big exit paths for multifamily owners: an all-cash sale (and the tax hit), a 1031 exchange into another property, and a Section 721 UPREIT into a REIT—plus where a DST (Delaware Statutory Trust) fits. We compare tax deferral, control, fees, estate planning, and flexibility (including NV REIT's semi-liquidity), and outline who each option is best for—from long-time owners "graying out" with low debt to operators still scaling.
Bottom line: With a bit of planning before you list, you can potentially save millions in taxes and simplify your life.
What we cover:
-
When a straight cash sale still makes sense—and its tax cost
-
1031 rules, timelines, "like-kind," and when to level up into larger assets
-
721 UPREIT: rolling into REIT units for diversification, dividends, and estate simplicity
-
DSTs: why some choose them, typical fee trade-offs, and liquidity constraints
-
How to match your exit to goals: taxes, heirs, control, and hassle factor
⚠️ Disclaimer: This discussion is for informational purposes only and is not tax or investment advice. Always consult a qualified tax professional or financial advisor before making any decisions related to 1031 exchanges, UPREITs, or DSTs.