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1031 Exchange & DSTs · Hawaii

1031 Exchanges & Delaware Statutory Trusts in Hawaii

Defer Hawaii's 7.25% tax on your gain — and the federal bill too.

By · Updated 2026-06-18
7.25%
Hawaii top rate on gains
~31.1%
Combined w/ federal + NIIT
0
Baker realized deals on HI property
0
DST sponsors based in HI

Hawaii taxes capital gains as ordinary income — up to 7.25% — stacked on top of federal tax, so selling appreciated real estate can cost roughly ~31.1% of the gain. A 1031 exchange into a Delaware Statutory Trust lets Hawaii investors defer that combined bill and trade active landlording for passive institutional real estate.

The Hawaii 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
7.25%
Hawaii state
~31.1%
Combined effective
On a $1.5M gainTax
Federal long-term capital gains (20%)$300,000
Net investment income tax (3.8%)$57,000
Hawaii income tax (7.25%)$108,750
Total if you simply sell$465,750
Tax if you 1031 into a DST$0 deferred
Why it matters

In Hawaii'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 Hawaii numbers →

Hawaii 1031 rules


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

01

Conforms to federal §1031

Hawaii conforms to IRC §1031, so a qualifying exchange defers Hawaii tax as well as federal tax. Hawaii caps the long-term capital-gains rate at 7.25%, below its 11% top ordinary rate.

02

Withholding at sale

Hawaii 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 7.25%. Hawaii caps the long-term capital-gains rate at 7.25%, below its 11% top ordinary rate.

Hawaii 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 Hawaii


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

Current offerings for Hawaii investors

No DST currently holds Hawaii property, but Hawaii 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


Hawaii FAQ


What is the capital gains tax rate in Hawaii?

Hawaii taxes capital gains as ordinary income, up to 7.25%, with no separate long-term rate. Combined with the federal 20% rate and the 3.8% net investment income tax, a high-bracket Hawaii seller can face roughly ~31.1% on a real estate gain. Hawaii caps the long-term capital-gains rate at 7.25%, below its 11% top ordinary rate.

Does Hawaii recognize 1031 exchanges?

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

Why use a 1031 exchange in Hawaii?

To defer the tax on a large gain (up to about ~31.1% 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.

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