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1031 Exchange & DSTs · Maryland

1031 Exchanges & Delaware Statutory Trusts in Maryland

Defer Maryland's 8.5% tax on your gain — and the federal bill too.

By · Updated 2026-06-18
8.5%
Maryland top rate on gains
~32.3%
Combined w/ federal + NIIT
3
Baker realized deals on MD property
0
DST sponsors based in MD

Maryland taxes capital gains as ordinary income — up to 8.5% — stacked on top of federal tax, so selling appreciated real estate can cost roughly ~32.3% of the gain. A 1031 exchange into a Delaware Statutory Trust lets Maryland investors defer that combined bill and trade active landlording for passive institutional real estate.

The Maryland 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
8.5%
Maryland state
~32.3%
Combined effective
On a $1.5M gainTax
Federal long-term capital gains (20%)$300,000
Net investment income tax (3.8%)$57,000
Maryland income tax (8.5%)$127,500
Total if you simply sell$484,500
Tax if you 1031 into a DST$0 deferred
Why it matters

In Maryland'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 Maryland numbers →

Maryland 1031 rules


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

01

Conforms to federal §1031

Maryland conforms to IRC §1031, so a qualifying exchange defers Maryland tax as well as federal tax. Maryland adds a 2% surtax on capital-gains income for filers with AGI over $350,000, raising the effective top to about 8.5% (plus local county tax).

02

Withholding at sale

Maryland 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 8.5%. Maryland adds a 2% surtax on capital-gains income for filers with AGI over $350,000, raising the effective top to about 8.5% (plus local county tax).

Maryland 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 Maryland


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

ProgramSponsorAvg annualEquity ×Hold
Walker House Apartments — GaithersburgSyndicated Equities13.32%1.62x3.86 yr
Johns Hopkins Applied Physics Lab — LaurelSyndicated Equities5.89%1.95x11.66 yr
Jefferson Place — FrederickBluerock8.40%1.57x7 yr

See every Maryland deal in the Data Center →

Current offerings for Maryland investors

OfferingSponsorTypeStatus
Government Lease Holdings 2 DST (GLH 2 DST)Net Lease Capital AdvisorsGSAAvailable

Learn more


Maryland FAQ


What is the capital gains tax rate in Maryland?

Maryland taxes capital gains as ordinary income, up to 8.5%, with no separate long-term rate. Combined with the federal 20% rate and the 3.8% net investment income tax, a high-bracket Maryland seller can face roughly ~32.3% on a real estate gain. Maryland adds a 2% surtax on capital-gains income for filers with AGI over $350,000, raising the effective top to about 8.5% (plus local county tax).

Does Maryland recognize 1031 exchanges?

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

Why use a 1031 exchange in Maryland?

To defer the tax on a large gain (up to about ~32.3% 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.

Maryland metros & nearby states