Understanding Your DST Options,
Built Around Your Goals.
A Delaware Statutory Trust can convert actively managed real estate into a passive, income-focused portfolio while preserving your 1031 exchange. Here is how we help you assess whether a DST makes sense for your situation.
A Passive Path Forward for Your Equity
A Delaware Statutory Trust offers fractional ownership in institutional-grade real estate, professionally managed, while preserving your 1031 exchange and deferring capital gains tax. For many investors, the greatest value is not just tax deferral, it is freedom from active management and a simplified path toward retirement and estate planning.
The numbers you saw in your analysis, your equity position and tax exposure, are the starting point for understanding whether a DST allocation fits your goals.
How We Build Your Plan
Review Your Numbers Together
We start with the analysis you just ran. We confirm your equity position, your timeline, and your goals for income, simplicity, and estate planning.
Assess Whether a DST Makes Sense
We walk through whether maintaining, selling, or exchanging into a DST aligns with your retirement, income, and estate intentions.
Understand Which DSTs Fit
We review available offerings and due-diligence analysis, identifying structures that match your income goals and risk profile.
Coordinate with Your Advisors
We work alongside your CPA, attorney, and financial professionals so your exchange and DST allocation align with your broader plan.
Ready to Talk Through Your Numbers?
Jon Taylor
Jon Taylor is a specialist in 1031 exchanges and Delaware Statutory Trusts (DSTs) with over a decade of experience helping retirement-oriented real estate investors design tax-efficient strategies for their next chapter. He works closely with high-net-worth individuals and families to transition from actively managed properties into diversified, income-focused portfolios of institutional-grade real estate.
Jon's approach centers on personalized planning, disciplined risk management, and long-term coordination with clients' CPAs, attorneys, and financial professionals. His work emphasizes helping pre- and post-retirees understand how their real estate holdings fit into a broader financial plan, bringing clarity to tax considerations, cash-flow needs, and multi-generational goals.
At JRW Investments, Jon provides education and guidance on tax-advantaged structures, due-diligence analysis, and available 1031 exchange opportunities. He is known for his consultative approach and regularly speaks at industry events and investor summits nationwide, helping investors evaluate whether maintaining, selling, or exchanging their properties aligns with their retirement, income, and estate intentions.
Jon is a Registered Representative with JRW Investments and holds his Series 7 and 63 securities licenses through Lighthouse Capital Group, LLC, Member FINRA/SIPC.