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1031 Exchanges & Delaware Statutory Trusts in Alaska

Alaska has no state income tax — but the federal bill on a sale is still 23.8%.

By · Updated 2026-06-18
0%
No state income tax
23.8%
Combined w/ federal + NIIT
0
Baker realized deals on AK property
0
DST sponsors based in AK

Alaska has no state income tax, so selling appreciated real estate is taxed only at the federal level — still 23.8% on the gain. A 1031 exchange into a Delaware Statutory Trust lets Alaska investors defer that federal tax and convert active rentals into passive, professionally managed real estate without giving up a chunk of the proceeds.

The Alaska tax math


Here's the tax stack on a long-held rental sold for a $1.5M gain (excludes depreciation recapture, taxed separately at up to 25%):

20%
Federal long-term
3.8%
Net investment income tax
0%
Alaska state
23.8%
Combined effective
On a $1.5M gainTax
Federal long-term capital gains (20%)$300,000
Net investment income tax (3.8%)$57,000
Alaska state tax$0
Total if you simply sell$357,000
Tax if you 1031 into a DST$0 deferred
Why it matters

Even with no Alaska income tax, the federal bill on a large gain is real — $357,000 on a $1.5M gain — versus $0 now with a qualifying exchange. Run your Alaska numbers →

Alaska 1031 rules


Rules summarized as of 2026 — verify with your tax advisor.

01

Conforms to federal §1031

Alaska levies no personal income tax, so a sale is taxed only federally; a 1031 exchange still defers the federal 20% capital-gains rate plus the 3.8% net investment income tax.

02

Withholding at sale

None at the state level.

03

How gains are taxed

No state income tax — capital gains are not taxed at the state level.

Alaska market snapshot


Illustrative — wire to a market-data feed; refreshed quarterly.

See local data
Median value
5.0–7.0% (illustrative)
Cap rates
Owners of appreciated property seeking passive, tax-deferred exits
Demand signal

Baker 1031 in Alaska


We track full-cycle results across the market in our Data Center. Alaska investors can exchange into vetted offerings nationwide.

Current offerings for Alaska investors

No DST currently holds Alaska property, but Alaska investors can exchange into any of our nationwide offerings — a DST doesn't have to be in your home state. Request listings access to see what's available this week.

Learn more


Alaska FAQ


Does Alaska tax capital gains?

No. Alaska has no personal income tax, so capital gains from selling real estate are not taxed at the state level. You still owe federal tax — the 20% long-term rate plus the 3.8% net investment income tax, about 23.8% on the gain — which a 1031 exchange can defer.

Does Alaska recognize 1031 exchanges?

With no Alaska income tax to conform, federal 1031 treatment governs, and a qualifying exchange defers the federal gain in full.

Why use a 1031 exchange in Alaska?

To defer the tax on a large gain (the federal bill alone can reach 23.8%) and move from active landlording into passive, professionally managed real estate while keeping your full equity invested. These are Regulation D offerings for accredited investors.

Disclosures

This page is educational and is not investment, tax, or legal advice, or an offer to sell or a solicitation to buy any security. State tax and 1031 rules summarized here are general, current as of 2026, and not tax advice — verify with your CPA and attorney. For accredited investors only. Representatives may transact business only in states where registered or exempt. Securities offered through Aurora Securities, Inc., member FINRA/SIPC; Baker 1031 Investments, LLC is independent of Aurora. Performance shown is sponsor-reported, realized programs only, net of fees, not independently verified, and not indicative of future results.

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