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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.​​ 

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