About Creative Wealth Designs

Tax-Deferral Strategies

Creative Wealth Designs (CWD)  has more than two decades of helping clients with tax solutions and consulting in syndicated real estate exchanges pursuant to IRC Section 1031.  Using our collective experience, relationships, and expertise, we have positioned our organization as a non-commissioned consulting and marketing organization in an effort to help clients navigate a seamless exchange process.  We can provide straight talk and useful information to those seeking information on 1031 Exchanges, Delaware Statutory Trusts (DSTs) and Qualified Opportunity Funds (QOFs). 

The CWD team has a detailed understanding of DSTs, having worked closely with the creator of the DST structure.  Trained by top real estate and securities attorneys, we understand the nuances of securitized real estate. We have been active in the securitized real estate arena for two decades. Our employees do not receive commissions and have no financial interest in which strategy our clients choose.  Our role is to guide sellers through the process and to educate our clients.  You have important decisions to make that have lasting tax and estate consequences, it is worth engaging experts to guide you through the process.

The CWD team spends the time getting to know our clients’ needs and goals and ultimately what they are looking to accomplish.  We then suggest appropriate solutions, based on the individual needs of each client. This assures the most suitable solution for each client. It also saves time and frustration for many who would struggle were they attempting to resolve their own situations without the assistance of a seasoned consultant.

Exchanging investment real estate through a like-kind exchange or navigating capital gains tax solutions with a Qualified Opportunity Fund can be a daunting and confusing process.  Work with an experienced, independent consultant to help you make informed decisions that will maximize value for you and your unique situation.

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Delaware Statutory Trust (DST)

A Delaware Statutory Trust (DST) is a legal entity formed under Delaware trust law that may be structured to qualify as eligible “like-kind” replacement property for the purposes of 1031 Exchanges.

Qualified Opportunity Fund

A Qualified Opportunity Fund (QOF) is an investment vehicle that specializes in aggregating private investments and deploying that capital in an Opportunity Zone (OZone).

Interested in the Delaware Statutory Trust 1031 Exchange process?

More about our expertise and the industry

Here we answer our client’s most common questions in our blog.

The Importance of Rent Increases and DSTs

One of the factors every investor should weigh when evaluating DSTs is the ability of the DST to raise rents to offset inflation. Some triple net (NNN) properties have little (1-2% per year) to NO rent escalations built into their long-term leases. If inflation increases to even a 3-4% level,

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The Ulterior Motives behind All-Cash DSTs

There have been several DST Sponsors promoting all-cash DSTs in recent months. Although they try to convince investors that all-cash DSTs are safer than DSTs with financing, I believe they may have ulterior motives. In order to evaluate if all-cash DSTs make sense, one must understand how financing for typical

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1031 Exchange Sales

1031 Exchanges

Overview of 1031 Real Estate Exchanges Section 1031 is the IRS code regarding real estate that allows capital gains taxes to be deferred on a sale by moving the equity and debt of the property being sold to a new property of equal or greater value. The current holdings can

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What is a DST?

A Delaware Statutory Trust Exchange (DST) leverages Section 1031 of the Internal Revenue Service Code, allowing real estate investors to exchange current holdings for new ones, while deferring the capital gains taxes that ordinarily would be due. DST Ownership DST investments are structured to defer capital gains taxes in accordance with

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Neither Creative Wealth Designs (CWD) nor any of its personnel is securities licensed and nobody associated with CWD performs the function of a broker-dealer or registered representative. CWD is solely a consultant and, should any CWD clients have an interest in acquiring a securitized product, they will be referred to a duly licensed broker-dealer who is legally able to sell such an offering.