Real Estate Wealth Preservation: 1031 Exchanges & DSTs Explained | Nicholas Merlo

What happens when you're ready to sell an investment property but aren't ready to walk away from real estate investing? In this episode of Mind of an Entrepreneur, Angad Dhir sits down with Nick Merlo of 1031 Securities to discuss 1031 exchanges, Delaware Statutory Trusts (DSTs), and strategies real estate investors may consider when planning their next move. Whether you're looking to step away from the day-to-day responsibilities of property ownership, exploring options for a property sale, or trying to understand how to approach your next investment, knowing your options before selling can make a difference. Real estate investment decisions involve more than the sale price. Understanding the tax implications, available investment structures, timelines, and risks can help you have more informed conversations with your professional advisors. If you enjoy conversations about real estate investing, entrepreneurship, and building long-term wealth, subscribe to Mind of an Entrepreneur for more discussions with industry professionals. DISCLOSURE: This is not a solicitation or an offer to sell any securities. DST investments can only be marketed through a Private Placement Memorandum (PPM) and are only available to accredited investors and accredited entities. If you are unsure if you are an accredited investor and/or an accredited entity please verify with your CPA and/or Attorney. Investor situations and objectives vary, this information is not intended to indicate suitability for any particular investor. DST investments are speculative, illiquid and can expose investors to risks including the potential loss of the entire investment principal, potential property value loss, foreclosure and loss of management control. Past performance is not a guarantee of future results. Potential cash flow, returns and appreciation are not guaranteed. IRC Section 1031 is a complex tax concept; consult your legal or tax professional regarding the specifics of your particular situation. Securities offered through 1031 Securities, Inc., member FINRA/SIPC. 1031 Securities, Inc. and 1031 Financial are independent, unaffiliated, do not provide tax advice and are not tax advisors. #mindofanentrepreneur #1031exchange #dst #realestateinvesting #commercialrealestate #wealthplanning