NestVest bridges impactful real estate investment opportunities with substantial financial rewards. Our unique model leverages IRC Section 179 tax benefits to significantly reduce your taxable income, creating immediate financial benefits while fostering affordable housing solutions. With NestVest, your investment builds more than wealth—it builds communities.
Key Uses of DSTs in a 1031 Exchange
NESTVEST OFFERS A POWERFUL TAX DEFERRMENT OPTION WITH WITH OUR DELAWARE STATUTORY TRUST PROGRAM
Investors in a DST (Delaware Statutory Trust) hold beneficial interests in the trust rather than direct title to the property. The DST directly owns and manages the real estate asset, while investors enjoy fractional ownership through their beneficial interest in the trust.
DST investments facilitate the deferral of capital gains taxes when investors exchange one property for another. Provided the investment adheres to IRS guidelines under Section 1031, investors can transition from a relinquished property to a DST replacement property without triggering taxable events.
DSTs are ideal for investors seeking a passive role. Professional sponsors or trustees manage all property-related responsibilities, including acquisition, financing, ongoing management, and eventual disposition of the asset, allowing investors to benefit without active involvement.
To qualify for a 1031 exchange, DST investments must comply with specific IRS guidelines, primarily requiring that investors do not exert control over day-to-day property operations. DST structures inherently meet this criterion by employing professional management teams.
DSTs aggregate funds from multiple investors, enabling the acquisition of larger, more substantial properties, such as commercial real estate, office buildings, and multifamily residential complexes. Investors gain access to diversified portfolios, mitigating risk through fractional ownership in various real estate assets.
Why Investors Choose NestVest
Tax Savings
Stable Passive Income
Growth & Security
Social Impact
Meet Frank
Frank, a successful businessman from Baltimore, faced a tax burden of over $250,000. By investing in a NestVest BoxHouse, Frank significantly reduced his taxable income from $800,000 to $425,000, saving over $135,000 in taxes in just one year. Additionally, Frank now enjoys a monthly positive cash flow from his investment.
How NestVest Works
We meticulously curate and present top-tier real estate investment projects tailored specifically for investors seeking tax-efficient growth opportunities, such as those facilitated through 1031 exchanges and Delaware Statutory Trusts (DST). Each project undergoes a rigorous vetting process, ensuring adherence to IRS regulations, financial viability, and potential for stable returns. Investors have access to detailed project information, including property specifications, market analysis, financial projections, and tax benefits, enabling informed investment decisions aligned with individual financial goals.
Once you’ve selected an investment project suited to your financial objectives, our streamlined investment process makes participation simple and straightforward. Our experienced team provides comprehensive guidance through every stage—from clarifying investment criteria and paperwork requirements to facilitating seamless transaction management. Investors benefit from passive ownership structures, such as DSTs, where all aspects of property management, financing, leasing, and ongoing operational decisions are expertly handled by trusted professional sponsors or trustees. NestVest ensures transparency, clear communication, and expert assistance throughout the investment journey.
After your investment is successfully placed, you can begin to enjoy the immediate and long-term benefits of passive income generation, capital appreciation potential, and significant tax deferral opportunities. NestVest properties are professionally managed to optimize occupancy, cash flow, and market performance, maximizing investor returns while minimizing management burdens. Our strategic approach allows investors to build wealth efficiently, diversify their real estate portfolio, and confidently pursue their financial objectives without the active responsibilities typically associated with real estate management.
Testimonials
Frequently Asked Questions
What is IRC Section 179?
- IRC Section 179 allows investors to deduct the full purchase price of qualifying equipment and real estate from their taxable income in the first year.
How much do I need to get started?
- Investments typically start with a down payment of around 25% of the property price. Financing covers the remainder.
What type of returns can I expect?
- NestVest properties generate consistent monthly cash flow, often producing positive returns immediately after purchase.
Ready to Build Your Nest?
Join investors nationwide who have discovered how NestVest creates lasting wealth through strategic real estate investments.
