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Steven Erickson
1031 - DSTs
Main Goals of DST Investing
1. Similar to Physical Real Estate
- Primary goal is monthly income with future appreciation.
2. Eliminate Boot
- Excess cash from relinquished property sale can be invested in a DST to avoid incurring "boot."
3. Swap Until You Drop
- Continue exchanging real properties repeatedly until death, deferring capital gains indefinitely.
4. Estate Planning
- Step-up in cost basis means heirs won't inherit capital gain liabilities.
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