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1031 Book

Everything you need to know about the 1031 Exchange.

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Questions to Ask a Financial Advisor About a 1031 Exchange and DST Investment

October 9, 2026 by johnpohly Leave a Comment

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If you are considering a 1031 exchange into a Delaware Statutory Trust, ask your financial advisor questions that clarify tax-deferral requirements, suitability, fees, liquidity, sponsor quality, and exit options. The goal is not just to complete the exchange, but to understand whether a passive, longer-term DST investment fits your objectives, risk tolerance, and cash-flow needs.

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