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1031 Exchange & DSTs · Georgia

1031 Exchanges & Delaware Statutory Trusts in Georgia

Defer Georgia's 5.19% tax on your gain — and the federal bill too.

By · Updated 2026-06-18
5.19%
Georgia top rate on gains
~29.0%
Combined w/ federal + NIIT
46
Baker realized deals on GA property
2
DST sponsors based in GA

Georgia taxes capital gains as ordinary income — up to 5.19% — stacked on top of federal tax, so selling appreciated real estate can cost roughly ~29.0% of the gain. A 1031 exchange into a Delaware Statutory Trust lets Georgia investors defer that combined bill and trade active landlording for passive institutional real estate.

The Georgia 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
5.19%
Georgia state
~29.0%
Combined effective
On a $1.5M gainTax
Federal long-term capital gains (20%)$300,000
Net investment income tax (3.8%)$57,000
Georgia income tax (5.19%)$77,850
Total if you simply sell$434,850
Tax if you 1031 into a DST$0 deferred
Why it matters

In Georgia's top bracket, roughly the combined rate above goes to tax if you sell outright — versus $0 now with a qualifying 1031 exchange. Run your Georgia numbers →

Georgia 1031 rules


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

01

Conforms to federal §1031

Georgia conforms to IRC §1031, so a qualifying exchange defers Georgia tax as well as federal tax.

02

Withholding at sale

Georgia may require nonresident withholding at closing; a qualifying 1031 exchange generally defers it. Confirm specifics with your closing agent.

03

How gains are taxed

Taxed as ordinary income — up to 5.19%.

Georgia 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 Georgia


Realized (acquired, held, sold) programs on Georgia assets. Joined from full-cycle-deals.csv; sponsor-reported, net-to-investor, not independently verified; past performance ≠ future results.

ProgramSponsorAvg annualEquity ×Hold
The Ashford — AtlantaBluerock30.40%2.05x1.92 yr
Dollar General – Midway, GA — MidwayFour Springs7.75%1.17x2.21 yr
Dollar General – Savannah, GA — SavannahFour Springs7.26%1.09x1.29 yr
Family Dollar – Milledgeville, GA — MilledgevilleFour Springs7.75%1.04x0.53 yr
Arbor Terrace — MariettaBluerock7.80%1.27x2.83 yr
TEI Peachtree 25th TIC — AtlantaTime Equities4.19%1.16x9.74 yr
Estates at Perimeter — AugustaBluerock2.50%1.25x4.17 yr
Fairfield Inn – Valdosta, GA — ValdostaPeachtree Group27.00%2.11x3.72 yr

See every Georgia deal in the Data Center →

Current offerings for Georgia investors

OfferingSponsorTypeStatus
BR Parkview Multifamily, DSTBluerockMultifamilyAvailable
ExchangeRight Net-Leased Portfolio 75 DSTExchangeRightNet LeaseLimited Availability
PG Savannah Industrial DSTPeachtree GroupIndustrialAvailable
JWCM Vivian DSTJWCMMultifamilyAvailable
ExchangeRight Essential Income 9 DSTExchangeRightNet LeaseClosed

DST sponsors based in Georgia

Invesco · AtlantaPeachtree Group · Atlanta

Learn more


Georgia FAQ


What is the capital gains tax rate in Georgia?

Georgia taxes capital gains as ordinary income, up to 5.19%, with no separate long-term rate. Combined with the federal 20% rate and the 3.8% net investment income tax, a high-bracket Georgia seller can face roughly ~29.0% on a real estate gain.

Does Georgia recognize 1031 exchanges?

Yes. Georgia conforms to IRC §1031, so a properly structured exchange defers Georgia tax as well as federal tax.

Why use a 1031 exchange in Georgia?

To defer the tax on a large gain (up to about ~29.0% combined) 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.

Georgia metros & nearby states