1031 Exchanges and DSTs
Defer gains on investment property by exchanging into professionally managed real estate.
Learn moreWe review DSTs, Opportunity Zone funds, energy programs and private funds on your behalf, then coordinate them with your core portfolio and your tax picture.
Nashional Investments · Updated October 2026
Defer gains on investment property by exchanging into professionally managed real estate.
Learn moreDefer gains from almost any source and exclude growth after 10 years.
Learn moreAdvice on how Bitcoin and other digital assets fit within a diversified portfolio.
Learn moreCash balance plans and charitable structures that work alongside your alternatives.
Learn more| Strategy | Best suited to | Tax treatment | Typical hold | Liquidity |
|---|---|---|---|---|
| 1031 exchange into a DST | Selling investment real estate | Defers capital gains and depreciation recapture | 5 to 10 years | Very limited |
| Qualified Opportunity Fund | Any capital gain: stock, business, real estate, crypto | Defers the gain; growth can be excluded after 10 years | 10 years or more | Very limited |
| Energy working interest | High active income | Large first-year deductions through intangible drilling costs | Life of the wells | Very limited |
| Private credit and equity | Income or growth beyond public markets | Generally taxed as ordinary income or capital gains | 3 to 10 years | Limited to periodic or none |
Most of these offerings are sold under Regulation D and are limited to accredited investors.
Expect to hold for 5 to 10 years or more, with no public market to sell into.
Offering costs and sponsor fees are built into what you pay. We read every offering memorandum for them.
Alternative investments are speculative, illiquid and intended only for accredited investors who can bear the loss of their entire investment. Tax benefits are not guaranteed and depend on your situation and current law. Offerings are made only by the sponsor's private placement memorandum. Nashional Investments is not a broker-dealer and does not sell securities. Consult your tax and legal advisers before investing. Read our disclosures.
Your first conversation with us is complimentary. We will tell you which strategies fit your situation, and which do not.