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Our Process

Trusted Capital Partners help transform your wealth from individual investment properties into diversified portfolios tailored to your unique income needs, tax situation, and investment goals. Our process is designed to educate you about your options, assist in making informed decisions, and guide you every step of the way. We are here for you at every stage.

Our Process

Trusted Capital Partners Portfolio Process

At Trusted Capital Partners, we have a proven method to guide you through the 1031 DST exchange process. Our team is dedicated to supporting you every step of the way, ensuring you have the information and resources needed to make confident and informed decisions.

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DST Life Cylce

THE DST LIFE CYCLE

The typical life cycle of a Delaware Statutory Trust (DST) is around five, after which the property is sold and investors receive their share of the proceeds which can be reinvested into another DST if desired.

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  • A client sells their investment property as they normally would sell real estate with the intent to exchange.

  • Clients use a Qualified Intermediary (selected or referred) to conduct a 1031 exchange, which enables them to defer paying capital gains taxes.

  • Saxony Securities evaluates and provides a large platform of securitized, turnkey DSTs that are cash flowing.

  • Trusted Capital Partners educates and collaborates with clients to select multiple DSTs as replacement property through a deliberate process that includes accreditation as an investor.

  • Clients execute the purchase of their DSTs through the 1031 Qualified Intermediary, the same as purchasing property.

  • Monthly distributions commence immediately and are deposited directly to the client by the sponsor, with no reductions by way of fees or assets under management costs.

  • The typical life cycle of a DST is five years. When the property is sold, clients receive a return of principal and, as a beneficiary, 100% of any additional gains* from capital growth.

  • Clients have the option of repeating another 1031 exchange into another DST, which can be continued in perpetuity or other options.

*Disclaimer: As a licensed securities representative, we remind you that past performance is not indicative of future results. This is true with any real estate or investment other than FDIC-insured savings.​​ 

Member FINRA/SIPC

Investment results and distributions are not guaranteed. This information does not constitute an offering of, nor does it constitute the solicitation of an offer to buy, any securities. This material is not intended to provide any tax, legal, or Investment advice. Securities offered through Saxony Securities, Inc., Member FINRA/SIPC.

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FINRA has a public disclosure program known as BrokerCheck that provides information regarding the disciplinary history of FINRA members and their associated persons. The BrokerCheck Hotline Number is 1-800-289-9999. The FINRA website address is https://brokercheck.finra.org/

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Delaware Statutory Trust
Delaware Statutory Trust
1031 DST Exchange
Capital Gains Deferral

IRC Section 1031, IRC Section 1033, and IRC Section 721 are complex tax codes; therefore, you should consult your tax and legal professional for details regarding your situation. Any information provided on this site is for informational purposes only. Securities are offered through registered representatives of Saxony Securities, Inc., Member FINRA/SIPC. Office of Supervisory Jurisdiction branch located at 11152 South Towne Square, St Louis, MO 63123. Securities are only available in states where registered representatives are registered. Trusted Capital Partners and Saxony Securities, Inc. are separate entities.

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This site is not an offer to sell or a solicitation of an offer to buy securities. All real estate and DST properties contain risk. Please read the full private placement memorandum for a discussion of each property’s business plan and risk factors. There are no guarantees for projected cash flow and/or appreciation. Please do not invest in real estate or DST properties if you cannot afford to lose your entire investment principal. Past performance is not indicative of future results. Any information provided on this site has been prepared from sources believed to be reliable but is not guaranteed by Trusted Capital Partners or Saxony Securities, Inc. and is not a complete summary or statement of all available data necessary for making an investment decision. All photos are representative of the types of properties that Trusted Capital Partners has worked with in the past. Investors will not be purchasing an interest in any of the properties depicted unless otherwise noted.

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Investments in Delaware Statutory Trusts (DST) are speculative and involve substantial investment, real estate, and tax risks. There is no guarantee of cash flow, distributions, or real estate appreciation. Investors could lose some or all of their investment in a DST. Investors are encouraged to review the Confidential Private Placement Memorandum in its entirety and consult with their own legal, tax, financial, and business professionals before investing. Offers can only be made through the Private Placement Memorandum. All properties shown are Regulation D Rule 506c offerings available to accredited investors only (generally defined as having a net worth of greater than 1 million dollars and/or an entity owned entirely of accredited individuals or having gross assets of over 5 million dollars).  Please speak with your CPA and attorney to determine if you and your investing entity are considered accredited before considering an investment.

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