MOVE FORWARD WITH A

DST 721 UPREIT

A DST 721 UPREIT combines a Delaware Statutory Trust with an UPREIT structure, giving you a smart way to defer taxes through a 1031 Exchange before transitioning into REIT shares. It’s perfect for investors looking to diversify and plan ahead. At Irvine Advisors, our experts guide you through every step, ensuring your investments align with your long-term goals while striving to keep your wealth growing strong.

Push Off Taxes,Then Diversify

After contributing your 1031 exchange DST into a UPREIT, you gain diversification through operating partnership units in a REIT that owns a broad portfolio of properties. You also gain liquidity, as these units can eventually be converted to REIT shares and sold. However, selling triggers a taxable event, and once converted to a UPREIT, you can no longer complete a 1031 exchange.

Ease Family Wealth Transfers

After switching to REIT shares, you’re setting up a smoother inheritance. When you pass, your heirs get a step-up in basis, so they can sell with almost no tax worries. It’s a thoughtful way to help your family keep more of their inheritance without the stress.

Add Flexibility to Your Plan

Going from DST to REIT shares gives you choices—keep them for steady income or potential cash out when you need to. It’s a flexible setup that lets you adjust as your goals change, and our Irvine Advisors team is here to help you every step of the way.