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1031 Exchange & DSTs · South Carolina

1031 Exchanges & Delaware Statutory Trusts in South Carolina

Defer South Carolina's 6% tax on your gain — and the federal bill too.

By · Updated 2026-06-18
6%
South Carolina top rate on gains
~29.8%
Combined w/ federal + NIIT
10
Baker realized deals on SC property
1
DST sponsors based in SC

South Carolina taxes capital gains as ordinary income — up to 6% — stacked on top of federal tax, so selling appreciated real estate can cost roughly ~29.8% of the gain. A 1031 exchange into a Delaware Statutory Trust lets South Carolina investors defer that combined bill and trade active landlording for passive institutional real estate.

The South Carolina 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
6%
South Carolina state
~29.8%
Combined effective
On a $1.5M gainTax
Federal long-term capital gains (20%)$300,000
Net investment income tax (3.8%)$57,000
South Carolina income tax (6%)$90,000
Total if you simply sell$447,000
Tax if you 1031 into a DST$0 deferred
Why it matters

In South Carolina'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 South Carolina numbers →

South Carolina 1031 rules


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

01

Conforms to federal §1031

South Carolina conforms to IRC §1031, so a qualifying exchange defers South Carolina tax as well as federal tax. South Carolina deducts 44% of net long-term capital gains, cutting the effective top rate to about 3.36%.

02

Withholding at sale

South Carolina 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 6%. South Carolina deducts 44% of net long-term capital gains, cutting the effective top rate to about 3.36%.

South Carolina 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 South Carolina


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

ProgramSponsorAvg annualEquity ×Hold
Aaron's Inc. – Charleston, SC — CharlestonFour Springs7.01%1.18x2.56 yr
Aaron's Inc. – Anderson, SC — AndersonFour Springs7.20%1.17x2.41 yr
Crowne Plaza – North Charleston, SC — N. CharlestonPeachtree Group26.90%1.92x2.92 yr
Abbeville — AbbevilleTime Equities10.41%1.43x4.68 yr
Broad River Trace — ColumbiaPassco7.27%1.63x7 yr
Vinings at Laurel Creek — GreenvillePassco10.15%1.97x7 yr
1000 West — CharlestonPassco16.64%2.16x5 yr
Lively at Carolina Forest — Myrtle BeachPassco20.97%2.14x4 yr

See every South Carolina deal in the Data Center →

Current offerings for South Carolina investors

OfferingSponsorTypeStatus
ExchangeRight Net-Leased All-Cash 20 DSTExchangeRightNet LeaseLimited Availability
FSX Industrial 34, DSTFour Springs CapitalIndustrialAvailable
ExchangeRight Essential Income 9 DSTExchangeRightNet LeaseClosed

DST sponsors based in South Carolina

Greystar · Charleston

Learn more


South Carolina FAQ


What is the capital gains tax rate in South Carolina?

South Carolina taxes capital gains as ordinary income, up to 6%, with no separate long-term rate. Combined with the federal 20% rate and the 3.8% net investment income tax, a high-bracket South Carolina seller can face roughly ~29.8% on a real estate gain. South Carolina deducts 44% of net long-term capital gains, cutting the effective top rate to about 3.36%.

Does South Carolina recognize 1031 exchanges?

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

Why use a 1031 exchange in South Carolina?

To defer the tax on a large gain (up to about ~29.8% 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.

South Carolina metros & nearby states
CharlestonColumbiaGreenvilleMyrtle BeachNorth CarolinaGeorgiaAll states →