---
title: Considerations for Seniors When Faced With A 1031 Exchange Replacement Property Need and Estate Planning Needs
description: Explore how Delaware Statutory Trusts (DSTs) offer older investors a strategic 1031 exchange option.
image: https://www2.1031dst.com/hubfs/images/images-blog-posts/Considerations%20for%20Seniors%20When%20Faced%20with%20a%201031%20Exchange/Considerations%20for%20Seniors%20When%20Faced%20with%20a%201031%20Exchange.jpeg
---
[(844-437-8103)](tel:8444378103)
-
-
- [Sign In](https://www.1031dst.com/sign-in/)
- [Browse Properties](https://www.1031dst.com/property-listings-directory/)
[](https://www.1031dst.com/)
- [Our Process](https://www.1031dst.com/our-process/)
- [About Us](https://www.1031dst.com/about/)
- [Sponsors](https://www.1031dst.com/sponsor/)
- Exchanges
- [1031 Exchange](https://www2.1031dst.com/a-guide-to-your-1031-exchange)
- [1033 Exchange](https://www2.1031dst.com/1033-exchange)
- [Delaware Statutory Trusts](https://www2.1031dst.com/abcs-of-dsts)
- [Opportunity Zones](https://www2.1031dst.com/opportunity-zones)
- [Glossary](https://www.1031dst.com/glossary/)
- [Properties](https://www.1031dst.com/property-listings-directory/)
- [Resources](https://www2.1031dst.com/resources)
- [Insights](https://www2.1031dst.com/insights)
- [Events](https://www.1031dst.com/events/)
- [Contact Us](https://www.1031dst.com/contacts/)
- [Our Process](https://www.1031dst.com/our-process/)
- [About Us](https://www.1031dst.com/about/)
- [Sponsors](https://www.1031dst.com/sponsor/)
- Exchanges
- [1031 Exchange](https://www2.1031dst.com/a-guide-to-your-1031-exchange)
- [1033 Exchange](https://www2.1031dst.com/1033-exchange)
- [Delaware Statutory Trusts](https://www2.1031dst.com/abcs-of-dsts)
- [Opportunity Zones](https://www2.1031dst.com/opportunity-zones)
- [Glossary](https://www.1031dst.com/glossary/)
- [Properties](https://www.1031dst.com/property-listings-directory/)
- [Resources](https://www2.1031dst.com/resources)
- [Insights](https://www2.1031dst.com/insights)
- [Events](https://www.1031dst.com/events/)
- [Contact Us](https://www.1031dst.com/contacts/)
- [Browse Properties](https://www.1031dst.com/property-listings-directory/)
- [Sign In](https://www.1031dst.com/sign-in/)
# Fortitude's Insights
[1031](https://www2.1031dst.com/insights/topic/1031) [1031 Delaware Statutory Trust](https://www2.1031dst.com/insights/topic/1031-delaware-statutory-trust) [1031 Exchange](https://www2.1031dst.com/insights/topic/1031-exchange)
# [Considerations for Seniors When Faced With A 1031 Exchange Replacement Property Need and Estate Planning Needs](https://www2.1031dst.com/insights/considerations-for-seniors-1031-exchange)
By [Jeffrey Kiesnoski](https://www2.1031dst.com/insights/author/jeffrey-kiesnoski) | 3, September 2024
[READ NOW](https://www2.1031dst.com/insights/considerations-for-seniors-1031-exchange)
[](https://www2.1031dst.com/insights/author/jeffrey-kiesnoski)
[Jeffrey Kiesnoski](https://www2.1031dst.com/insights/author/jeffrey-kiesnoski)
Tags: [1031](https://www2.1031dst.com/insights/topic/1031) [1031 Delaware Statutory Trust](https://www2.1031dst.com/insights/topic/1031-delaware-statutory-trust) [1031 Exchange](https://www2.1031dst.com/insights/topic/1031-exchange)
For investors over 65, Delaware Statutory Trusts (DSTs) offer a compelling option for a 1031 exchange, particularly when considering estate planning. DSTs present a strategic advantage for older investors due to their passive management structure, which alleviates the burdens of active property management. This can be especially beneficial for those who may wish to reduce their involvement in the day-to-day operations of rental properties or who may face physical limitations or time constraints.
One key benefit of DSTs is their ability to provide a diversified steady stream of potential income while requiring minimal hands-on management. Investors can enjoy the financial benefits of real estate ownership without the responsibilities associated with direct property management. This is a significant advantage for older investors who may prefer to focus on other aspects of their retirement.
Furthermore, DSTs offer a notable estate planning benefit through the option of a 721 exchange into an Up-REIT (Real Estate Investment Trust). This flexibility allows investors to convert their DST interests into private operating units of the REIT (Real Estate Investment Trust). Which at the owners for what liquidity purposes needed or beneficiaries’ discretion in case of the passing of an estate can convert to shares of the REIT, which can provide liquidity and facilitate a smoother transfer of assets upon the investor’s death. This feature simplifies estate planning and can potentially reduce estate taxes, making it an attractive option for managing wealth and ensuring a more straightforward succession plan.
However, it's important to consider potential downsides. DST investments involve less direct control over property decisions compared to actively managed real estate, which might not align with every investor's preferences. Additionally, the fees associated with DSTs and the Up-REIT exchange can impact overall returns, which warrants careful evaluation.
Ultimately, DSTs offer a practical and efficient alternative for older investors conducting a 1031 exchange, blending the benefits of passive income with enhanced estate planning options. Nonetheless, it's crucial to weigh these advantages against the potential drawbacks and consult with a financial advisor to tailor the strategy to individual goals and needs.
Check out our brand new [Properties Listings](https://www.1031dst.com/property-listings-directory/) portal today to view a handpicked selection of Delaware Statutory Trust replacement properties!
[](https://cta-redirect.hubspot.com/cta/redirect/4583849/2ce08618-4851-4e5b-a0d8-64c656e39d2d)
\*Past performance is no guarantee of future results. \*Diversification does not guarantee returns and does not protect against loss. \*Preferred return is not guaranteed and is subject to available cash flow. \*These examples are the experiences of a few of our clients and may not represent the experience of others. \*These testimonials may not be representative of the experience of other clients. These clients were not compensated for their testimonials. Please speak with your attorney and CPA before considering an investment. \*All DST properties shown are Regulation D Rule 506(c) offerings. All Offerings are subject to availability. There can be no assurance that any DST properties and offerings will be available for purchase. \*DST 1031 properties are only available to accredited investors (generally described as having a net worth of over $1 million exclusive of primary residence, and/or possessing an annual income of over $200,000, or $300,000 with a spouse and expects the same or greater for the current year) and accredited entities (generally described as an entity owned entirely by accredited investors and/or owning investments in excess of $5 million). Please check with a qualified CPA or attorney to determine if you are accredited.
This material does not constitute an offer to sell nor a solicitation of an offer to buy any security. Such offers can be made only by the confidential Private Placement Memorandum (the “Memorandum”). Please read the entire Memorandum paying special attention to the risk section prior investing. IRC Section 1031, IRC Section 1033 and IRC Section 721 are complex tax codes therefore you should consult your tax or legal professional for details regarding your situation. There are material risks associated with investing in real estate securities including illiquidity, vacancies, general market conditions and competition, lack of operating history, interest rate risks, general risks of owning/operating commercial and multifamily properties, financing risks, potential adverse tax consequences, general economic risks, development risks and long hold periods. There is a risk of loss of the entire investment principal. Past performance is not a guarantee of future results. Potential cash flow, potential returns and potential appreciation are not guaranteed.
Securities offered through Concorde Investment Services, LLC (CIS), member FINRA/SIPC. Advisory services offered through Concorde Asset Management, LLC (CAM), an SEC registered investment adviser. Insurance products offered through Concorde Insurance Agency, Inc. (CIA) Fortitude Investment Group is independent of CIS, CAM, and CIA.
# [Jeffrey Kiesnoski](https://www2.1031dst.com/insights/author/jeffrey-kiesnoski)
Since Founding Fortitude Investment Group, Jeffrey has been providing accredited investors with real estate investment opportunities utilizing the Delaware Statutory Trust (DST) for their 1031 exchange needs. A licensed registered representative since 1995, he provides wealth management solutions for investors nationally and internationally, focusing on access to multiple investment products from multiple firms.
This is for informational purposes only and is not an offer to buy/sell an investment. There are risks associated with investing in Delaware Statutory Trust (DST) and real estate investment properties including, but not limited to, loss of entire principal, declining market value, tenant vacancies and illiquidity. Diversification does not guarantee profits or guarantee protection against losses. Potential cash flows/returns/appreciation are not guaranteed and could be lower than anticipated. Because investors situations and objectives vary this information is not intended to indicate suitability for any particular investor. This information is not meant to be interpreted as tax or legal advice. Please speak with your legal and tax advisors for guidance regarding your particular situation.
Securities offered through Concorde Investment Services, LLC (CIS), member FINRA/SIPC. Advisory services offered through Concorde Asset Management, LLC (CAM), an SEC registered investment adviser. Insurance products offered through Concorde Insurance Agency, Inc. (CIA) Fortitude Investment Group is independent of CIS, CAM, and CIA.
### Subscribe To Our Blog
Thanks for submission!!
- Recent
- Popular
### Posts by Topic
- [1031 Exchange (122)](https://www2.1031dst.com/insights/tag/1031-exchange)
- [DST (58)](https://www2.1031dst.com/insights/tag/dst)
- [Delaware Statutory Trust (24)](https://www2.1031dst.com/insights/tag/delaware-statutory-trust)
- [Opportunity Zones (16)](https://www2.1031dst.com/insights/tag/opportunity-zones)
- [Taxes (15)](https://www2.1031dst.com/insights/tag/taxes)
- [1031 (14)](https://www2.1031dst.com/insights/tag/1031)
- [Estate Planning (9)](https://www2.1031dst.com/insights/tag/estate-planning)
- [Real Estate Investing (9)](https://www2.1031dst.com/insights/tag/real-estate-investing)
- [1033 Exchange (8)](https://www2.1031dst.com/insights/tag/1033-exchange)
- [Covid-19 (8)](https://www2.1031dst.com/insights/tag/covid-19)
- [Landlords (7)](https://www2.1031dst.com/insights/tag/landlords)
- [Real Estate (7)](https://www2.1031dst.com/insights/tag/real-estate)
- [1031 Exchange Deadlines (6)](https://www2.1031dst.com/insights/tag/1031-exchange-deadlines)
- [721 Exchange (6)](https://www2.1031dst.com/insights/tag/721-exchange)
- [Capital Gains (6)](https://www2.1031dst.com/insights/tag/capital-gains)
- [1031 Delaware Statutory Trust (5)](https://www2.1031dst.com/insights/tag/1031-delaware-statutory-trust)
- [1031 replacement property (5)](https://www2.1031dst.com/insights/tag/1031-replacement-property)
- [NYC Real Estate (5)](https://www2.1031dst.com/insights/tag/nyc-real-estate)
- [Private Real Estate (5)](https://www2.1031dst.com/insights/tag/private-real-estate)
- [Tax Relief (5)](https://www2.1031dst.com/insights/tag/tax-relief)
- [Private Placements (4)](https://www2.1031dst.com/insights/tag/private-placements)
- [2020 Election (3)](https://www2.1031dst.com/insights/tag/2020-election)
- [Biden (3)](https://www2.1031dst.com/insights/tag/biden)
- [Fortitude (3)](https://www2.1031dst.com/insights/tag/fortitude)
- [Inflation (3)](https://www2.1031dst.com/insights/tag/inflation)
- [Interest Rates (3)](https://www2.1031dst.com/insights/tag/interest-rates)
- [Investments (3)](https://www2.1031dst.com/insights/tag/investments)
- [PIG/PAL (3)](https://www2.1031dst.com/insights/tag/pig-pal)
- [REIT (3)](https://www2.1031dst.com/insights/tag/reit)
- [Renter Protection Laws (3)](https://www2.1031dst.com/insights/tag/renter-protection-laws)
- [Boot (2)](https://www2.1031dst.com/insights/tag/boot)
- [Case Study (2)](https://www2.1031dst.com/insights/tag/case-study)
- [DST Sponsor (2)](https://www2.1031dst.com/insights/tag/dst-sponsor)
- [Depreciation Recapture (2)](https://www2.1031dst.com/insights/tag/depreciation-recapture)
- [Disaster Relief (2)](https://www2.1031dst.com/insights/tag/disaster-relief)
- [Diversification (2)](https://www2.1031dst.com/insights/tag/diversification)
- [Multifamily Real Estate (2)](https://www2.1031dst.com/insights/tag/multifamily-real-estate)
- [Multiple Owner Real Estate (2)](https://www2.1031dst.com/insights/tag/multiple-owner-real-estate)
- [Qualified Intermediary (2)](https://www2.1031dst.com/insights/tag/qualified-intermediary)
- [Retirement (2)](https://www2.1031dst.com/insights/tag/retirement)
- [1031 Delaware Statutory Trust Knowledge (1)](https://www2.1031dst.com/insights/tag/1031-delaware-statutory-trust-knowledge)
- [1033 (1)](https://www2.1031dst.com/insights/tag/1033)
- [Alternative Investments (1)](https://www2.1031dst.com/insights/tag/alternative-investments)
- [Commercial Real Estate Transactions (1)](https://www2.1031dst.com/insights/tag/commercial-real-estate-transactions)
- [Due Diligence (1)](https://www2.1031dst.com/insights/tag/due-diligence)
- [FIRPTA (1)](https://www2.1031dst.com/insights/tag/firpta)
- [IRC 2704 (1)](https://www2.1031dst.com/insights/tag/irc-2704)
- [IRS (1)](https://www2.1031dst.com/insights/tag/irs)
- [Insurance (1)](https://www2.1031dst.com/insights/tag/insurance)
- [Long-Term Care (1)](https://www2.1031dst.com/insights/tag/long-term-care)
- [Net Lease Investments (1)](https://www2.1031dst.com/insights/tag/net-lease-investments)
- [Passive Income (1)](https://www2.1031dst.com/insights/tag/passive-income)
- [Property Regulations (1)](https://www2.1031dst.com/insights/tag/property-regulations)
- [Reverse 1031 Exchange (1)](https://www2.1031dst.com/insights/tag/reverse-1031-exchange)
- [Step-Up in Basis (1)](https://www2.1031dst.com/insights/tag/step-up-in-basis)
- [Tenant-In-Common (1)](https://www2.1031dst.com/insights/tag/tenant-in-common)
- [Triple Net Lease (1)](https://www2.1031dst.com/insights/tag/triple-net-lease)
[](https://cta-redirect.hubspot.com/cta/redirect/4583849/2e9f6bdd-d0be-40a4-abf5-0ce73c867952)
#### Let Us Know What You Thought about this Post.
Put your Comment Below.
[Previous Post](https://www2.1031dst.com/insights/the-uncertain-future-of-1031-exchanges)
##### [The Uncertain Future of 1031 Exchanges: Navigating the Current Real Estate Market](https://www2.1031dst.com/insights/the-uncertain-future-of-1031-exchanges)
[Next Post](https://www2.1031dst.com/insights/estate-planning-for-real-estate-investors-with-the-dst-721-upreit)
##### [Estate Planning for Real Estate Investors with the DST & 721 UPREIT](https://www2.1031dst.com/insights/estate-planning-for-real-estate-investors-with-the-dst-721-upreit)
### New York
- [(844-437-8103)](tel:8444378103)
- [1031@fortitudeinvestments.com](mailto:1031@fortitudeinvestments.com)
- [61 Route 25A Setauket, NY 11733](https://goo.gl/maps/bdbvzDBiRZxGNmDa7)
### New Jersey
- [(844-437-8103)](tel:8444378103)
- [1031@fortitudeinvestments.com](mailto:1031@fortitudeinvestments.com)
- [101 Cedar Lane, Suite 101 Teaneck, NJ 07667](http://go.techbear.com/55072)
### Florida
- [(844-437-8103)](tel:8444378103)
- [1031@fortitudeinvestments.com](mailto:1031@fortitudeinvestments.com)
- [3801 PGA Blvd. Suite 600, Palm Beach Gardens, FL 33410](https://goo.gl/maps/e58XUSTQEX29dTyHA)
### California
- [(844-437-8103)](tel:8444378103)
- [1031@fortitudeinvestments.com](mailto:1031@fortitudeinvestments.com)
- [2950 Buskirk Avenue, Suite 300 Walnut Creek, CA 94597](http://go.techbear.com/ccb7e)
[](https://brokercheck.finra.org/)
This is for informational purposes only and is not an offer to buy/sell an investment. Pictures used are for illustration purposes only and are not current offerings. Future offerings will vary and may change at any time. The companies depicted in the photographs and listed herein may have proprietary interests in their names and trademarks. Nothing herein shall be considered an endorsement, recommendation, or offer to purchase by Fortitude Investment Group, CIS, CAM and CIA, or the investment vehicles they may offer of such depicted companies. Further, none of the companies are affiliated with Fortitude Investment Group, CIS, CAM and CIA in any manner. [Concorde Investment Services, LLC 19500 Victor Parkway, Suite 550, Livonia, MI 48152.](https://goo.gl/Wvki2W)
Securities offered through Concorde Investment Services, LLC (CIS), member [FINRA](http://www.finra.org/)/[SIPC](https://www.sipc.org/). Advisory services offered through Concorde Asset Management, LLC (CAM), an SEC registered investment adviser. Insurance products offered through Concorde Insurance Agency, Inc. (CIA) Fortitude Investment Group is independent of CIS, CAM, and CIA, all of whom are unaffiliated with third-party sites, cannot verify the accuracy of, nor assume responsibility for any content of linked third-party sites. Information available on third-party sites is for informational purposes only.
[Concorde's FORM CRS.](https://concordeis.com/formcrs.pdf)
DST Investments | 1031 Exchange Options – Fortitude Investment Group © 2026. [Privacy Policy](https://www.1031dst.com/investments/privacy-policy/)
```json
{
"@context" : "https://schema.org",
"@type" : "BlogPosting",
"author" : {
"@type" : "Person",
"name" : "Jeffrey Kiesnoski",
"url" : "https://www2.1031dst.com/insights/author/jeffrey-kiesnoski"
},
"dateModified" : "2024-10-11T17:27:33.112Z",
"datePublished" : "2024-09-03T14:48:01.000Z",
"headline" : "Considerations for Seniors When Faced With A 1031 Exchange Replacement Property Need and Estate Planning Needs",
"image" : [ "https://www2.1031dst.com/hubfs/images/images-blog-posts/Considerations%20for%20Seniors%20When%20Faced%20with%20a%201031%20Exchange/Considerations%20for%20Seniors%20When%20Faced%20with%20a%201031%20Exchange.jpeg" ],
"mainEntityOfPage" : {
"@id" : "https://www2.1031dst.com/insights/considerations-for-seniors-1031-exchange",
"@type" : "WebPage"
},
"publisher" : {
"@type" : "Organization",
"logo" : {
"@type" : "ImageObject",
"url" : "https://www2.1031dst.com/hubfs/Fortitude%20Investment%20Group%20Logo.jpg"
},
"name" : "Fortitude Investment Group llc."
}
}
```