For those who want to exit the “landlord” business without a tax hit , using a Delaware statutory trust (DST) is ideal. If you are someone whose real estate holdings were tied up in a real estate investment trust (REIT), you may find your path toward charitable giving far easier to travel.

As real estate investors age, nearly one million seniors each year choose to divest of their rental properties, looking to simplify their lives and ease into a retirement that no longer involves the labor of property management. However, these investment properties may have been held for decades; these owners are likely facing a huge capital gains tax bite. Selling the property could incur 20-30% in federal & state taxes. A 1031 exchange can help remove that tax bite.