06/03/2026
🏡 Real estate planning doesn’t stop at tax deferral.
Many real estate investors focus on things like:
• Depreciation
• Rental income
• Using a 1031 exchange to defer capital gains and depreciation recapture
But long-term planning often goes beyond that.
📘 Concepts like a step-up in cost basis can play a role in how inherited real estate is valued — which may impact future tax considerations.
Because of this, some investors work with their CPA and estate planning attorney to explore structures like revocable trusts, depending on their goals.
📊 The bigger picture:
👉 Coordinating tax strategy with estate planning can shape long-term outcomes.
As always, every situation is different and should be reviewed with qualified professionals.
💬 Have you thought about how estate planning fits into your real estate strategy?
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DST investments are speculative, illiquid and can expose investors to risks including the potential loss of the entire investment principal, potential property value loss, foreclosure and loss of management control. Past performance is not a guarantee of future results. Securities offered through 1031 Securities, Inc., member FINRA/SIPC.1031 Securities, Inc. and 1031 Financial are unaffiliated.
See “Intro” for further details.