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McPherson 1031
Delaware Statutory Trust
Providing 1031 Exchange Solutions
McPherson Delaware Statutory Trust
The Real Estate Exchange is a Delaware Statutory Trust (DST) investment firm. Our platform provides access to the largest marketplace of DST investments from over 30 different sponsor companies. We review each DST investment to ensure that it's a legitimate option for our clients. Our client's personal goals are our number one priority.
1031 Exchange
A 1031 exchange is the swap of one investment property for another that allows capital gains taxes to be deferred. The term, gets its name from the Internal Revenue Service (IRS) code Section 1031, and may be used to accumulate wealth.
DST
Delaware Statutory Trusts (DST) are fractionalized interests in institutional grade property and are recognized as like-kind property by the IRS, for the purposes of a 1031 Tax Deferred Exchange.
Reasons for Choosing a DST?
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Defer Capital Gains Tax - continue to have all of your capital from your exchange work you.
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Diversification - may protect your capital from being dependent on any one property, location, asset class, tenant, industry or geographic location.
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Passive Ownership - no more day to day management duties.
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Backup Options - identify as much property as the IRS will allow, in order to increase your chances of your 1031 Exchange succeeding.
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Potential for Cash Flow - net cash-on-cash returns, that are typically paid on a monthly basis.
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"Boot"solution - the property your purchasing may not cover your entire exchange amount, so you may have a leftover portion called the "boot".
DST Options?
Numerous investors are selecting DSTs to diversify their portfolios.
1031 Exchange DST properties may include:
- Office Buildings
- Retail Centers
- Multi-Family Housing
- Self-Storage
- Warehouses
We Can Help!
Tired of dealing with the 3 "T's" (Tenants, Toilets & Trash), DST investments may provide a way to continue to build your real estate portfolio. DST's are a passive property ownership that allows you to continue to build personal wealth, without the responsibility of management. The Real Estate Exchange can help.
Do You Qualify?
In order to qualify for this opportunity, you must be an accredited investor.
(Generally an investor is deemed accredited if his/her net worth is greater than $1,000,000, exclusive of primary residence or an income threshold ($200k/year for the last two years and anticipated this year or $300k/year, jointly with spouse).
Selected Featured Properties
WI Senior Living DST
LOCATION
Appleton, WI
SYNDICATED
PURCHASE PRICE
YEAR/S BUILT
2015
$31,064,288
LOAN TO VALUE RATIO
0%
MINIMUM INVESTMENT
$50,000
LOAN TERMS
All Cash
New Orleans Multifamily DST
LOCATION
New Orleans, AL
SYNDICATED
PURCHASE PRICE
YEAR/S BUILT
2020
$138,650,000
LOAN TO VALUE RATIO
32.46%
MINIMUM INVESTMENT
$100,000
LOAN TERMS
4.28%
10-year term
7-years interest only
MI Office DST
LOCATION
Midland, MI
SYNDICATED
PURCHASE PRICE
YEAR/S BUILT
2017
$99,828,389
LOAN TO VALUE RATIO
77.85%
MINIMUM INVESTMENT
$100,000
LOAN TERMS
4,86%
20-year term
NC Medical DST
LOCATION
Statesville, NC
SYNDICATED
PURCHASE PRICE
YEAR/S BUILT
Various
Renovated 2010
$34,743,416
LOAN TO VALUE RATIO
47.92%
MINIMUM INVESTMENT
$100,000
LOAN TERMS
4.95%
10-year term
10-years I/O
Las Vegas Multifamily DST
LOCATION
Las Vegas, NV
SYNDICATED
PURCHASE PRICE
YEAR/S BUILT
2021
$91,607,314
LOAN TO VALUE RATIO
40.47%
MINIMUM INVESTMENT
$100,000
LOAN TERMS
3.52%
10-year term
10-years interest only
Kentucky Multifamily DST
LOCATION
Louisville, KY
SYNDICATED
PURCHASE PRICE
YEAR/S BUILT
2021
$103,117,000
LOAN TO VALUE RATIO
41.35%
MINIMUM INVESTMENT
$50,000
LOAN TERMS
3.66%
10-year term
7-years interest only
VA Multifamily DST
LOCATION
Williamsburg, VA
SYNDICATED
PURCHASE PRICE
YEAR/S BUILT
2008
$80,987,000
LOAN TO VALUE RATIO
47.65%
MINIMUM INVESTMENT
$50,000
LOAN TERMS
3.79%
10-year term
7-years interest only
Multi Retail DST
LOCATION
Various
SYNDICATED
PURCHASE PRICE
YEAR/S BUILT
Various
$35.650.000
LOAN TO VALUE RATIO
51.28%
MINIMUM INVESTMENT
$100,000
LOAN TERMS
Contact sponsor
AZ Medical Office DST
LOCATION
Yuma, AZ
SYNDICATED
PURCHASE PRICE
YEAR/S BUILT
2021
$10,867,000
LOAN TO VALUE RATIO
0%
MINIMUM INVESTMENT
$50,000
LOAN TERMS
All Cash
IA Logistics Center DST
LOCATION
Bondurant, IA
SYNDICATED
PURCHASE PRICE
YEAR/S BUILT
2020
$348.891.350
LOAN TO VALUE RATIO
85.02%
MINIMUM INVESTMENT
$50,000
LOAN TERMS
$260,095,161 3.3270%
18-year term $36.526.189 6.90%
18-year term
Las Vegas Multifamily DST II
LOCATION
Las Vegas, NV
SYNDICATED
PURCHASE PRICE
YEAR/S BUILT
2020
LOAN TO VALUE RATIO
43.75%
MINIMUM INVESTMENT
$100.000
LOAN TERMS
3.52%
10-year term
10-years interest only
Kansas Multifamily DST
LOCATION
Lenexa, KS
SYNDICATED
PURCHASE PRICE
YEAR/S BUILT
2017
$54,654,994
LOAN TO VALUE RATIO
45.07%
MINIMUM INVESTMENT
$100,000
LOAN TERMS
3.50% in years 1 thru 3
4.80% in years 4 thru 10
10-year term
7-years interest only
To receive a list of DST Inventory, call, email or chat.
Jay.mcpherson@mcpherson1031dst.com
1402 Villa Juno Drive S
Juno Beach, FL 33408
Contact
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1031 Risk Disclosure:
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There is no guarantee that any strategy will be successful or achieve investment objectives;
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Potential for property value loss – All real estate investments have the potential to lose value during the life of the investments;
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Change of tax status – The income stream and depreciation schedule for any investment property may affect the property owner’s income bracket and/or tax status. An unfavorable tax ruling may cancel deferral of capital gains and result in immediate tax liabilities;
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Potential for foreclosure – All financed real estate investments have potential for foreclosure;
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Illiquidity – Because 1031 exchanges are commonly offered through private placement offerings and are illiquid securities. There is no secondary market for these investments.
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Reduction or Elimination of Monthly Cash Flow Distributions – Like any investment in real estate, if a property unexpectedly loses tenants or sustains substantial damage, there is potential for suspension of cash flow distributions;
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Impact of fees/expenses – Costs associated with the transaction may impact investors’ returns and may outweigh the tax benefits
Not an offer to buy, nor a solicitation to sell securities. All investing involves risk. Past performance is not indicative of future results. Speak to your finance and/or tax professional prior to investing.
Securities offered through Emerson Equity LLC Member: FINRA/SIPC. Only available in states where Emerson Equity LLC is registered. Emerson Equity LLC is not affiliated with any other entities identified in this communication.
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