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1031 Exchanges & Delaware Statutory Trusts in Tennessee

Tennessee 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
16
Baker realized deals on TN property
0
DST sponsors based in TN

Tennessee 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 Tennessee investors defer that federal tax and convert active rentals into passive, professionally managed real estate without giving up a chunk of the proceeds.

The Tennessee 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%
Tennessee 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
Tennessee 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 Tennessee 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 Tennessee numbers →

Tennessee 1031 rules


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

01

Conforms to federal §1031

Tennessee 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.

Tennessee 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 Tennessee


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

ProgramSponsorAvg annualEquity ×Hold
Family Dollar – Memphis, TN — MemphisFour Springs7.12%1.03x0.4 yr
Public Square Garage — NashvilleSyndicated Equities-9.66%0.39x9.26 yr
Note 16 — NashvilleBluerock44.50%1.77x1.25 yr
Hillsboro — NashvilleBluerock25.10%2.19x3 yr
Creekside Village — ChattanoogaBluerock14.80%2.27x4 yr
Grove at Waterford — HendersonvilleBluerock35.00%1.34x2.58 yr
23Hundred Berry Hill — NashvilleBluerock43.70%1.88x2.25 yr
Villas at Oak Crest — ChattanoogaBluerock14.00%1.33x3.42 yr

See every Tennessee deal in the Data Center →

Current offerings for Tennessee investors

No DST currently holds Tennessee property, but Tennessee 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


Tennessee FAQ


Does Tennessee tax capital gains?

No. Tennessee 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 Tennessee recognize 1031 exchanges?

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

Why use a 1031 exchange in Tennessee?

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.

Tennessee metros & nearby states