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1031 Exchanges & Delaware Statutory Trusts in Washington

Washington 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
3
Baker realized deals on WA property
1
DST sponsors based in WA

Washington has no personal income tax, and — importantly — it exempts direct sales of real estate from its 7% long-term capital gains excise tax. That means a property sale is taxed only at the federal level (23.8% on the gain). A 1031 exchange into a Delaware Statutory Trust defers that federal tax and moves Washington investors out of active landlording into passive institutional real estate.

The Washington 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%
Washington 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
Washington 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 Washington 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 Washington numbers →

Washington 1031 rules


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

01

Conforms to federal §1031

Washington has no income tax and its 7% capital gains excise tax (RCW 82.87) exempts real estate, so a property sale is taxed only federally; a 1031 exchange defers that federal tax. Note: the 7% tax can apply to gains on non-real-estate assets above the annual threshold.

02

Withholding at sale

None at the state level on real estate.

03

How gains are taxed

No state income tax. Washington's 7% capital gains excise tax applies to stocks and business interests but EXEMPTS direct sales of real estate.

Washington market snapshot


Illustrative — wire to a market-data feed; refreshed quarterly.

~$620K
Median value
4.75–6.0% multifamily
Cap rates
Tech-driven Puget Sound demand; appreciated rentals seeking passive exits
Demand signal

Baker 1031 in Washington


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

ProgramSponsorAvg annualEquity ×Hold
Valley Townhomes — PuyallupBluerock9.40%1.78x11.33 yr
Starboard Mountain Ranch DST — RichlandStarboard10.29%1.45x3.79 yr
Navigator Villas — PascoBluerock14.81%2.16x4.67 yr

See every Washington deal in the Data Center →

Current offerings for Washington investors

OfferingSponsorTypeStatus
ExchangeRight Net-Leased All-Cash 19 DSTExchangeRightNet LeaseLimited Availability
Starboard Bradley DSTStarboard Realty AdvisorsMultifamilyAvailable
AX Essential Retail Portfolio DSTApollo Global ManagementNet LeaseAvailable

DST sponsors based in Washington

American Capital Group · Bellevue

Learn more


Washington FAQ


Does Washington's 7% capital gains tax apply when I sell real estate?

No. Washington's 7% long-term capital gains excise tax (RCW 82.87) specifically exempts direct sales of real estate. A property sale is taxed only at the federal level — up to 23.8% on the gain — which a 1031 exchange can defer.

Does Washington have a state income tax?

No. Washington has no personal income tax. The only state-level tax on investment gains is the 7% excise tax, and real estate is exempt from it.

Should I still do a 1031 exchange in Washington?

Yes — to defer the federal tax (up to 23.8%) and shift from active management to passive, institutional real estate while keeping your full equity invested.

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.

Washington metros & nearby states