Estimate the monthly and annual income your 1031 equity could generate as passive DST distributions — and how much equity it takes to reach your income goal.
Delaware Statutory Trusts pay monthly distributions sourced from the underlying property's rental cash flow. For investors exiting active rental properties, oil-and-gas royalties, or other hands-on income sources, DSTs offer a way to convert equity — rolled tax-free through a 1031 exchange — into predictable passive monthly checks without landlord obligations.
Sponsors set a target distribution rate when the offering launches, expressed as an annualized percentage of invested equity. Rates vary by property type, leverage, and market conditions. Multifamily and net-lease industrial DSTs commonly target in the 4%–6% range, though higher-leverage or higher-risk offerings may be above or below that band. Confirm current rates against live offering documents.
Educational estimate only. This tool is for general illustration and is not tax, legal, or investment advice. It uses simplifying assumptions and the figures you enter, which may not reflect your situation or current law; depreciation recapture, net investment income tax, state taxes, and other items can change the result materially. Figures are illustrative and not guaranteed. Consult your own qualified tax and legal advisors before acting. Not an offer or solicitation. DST interests are sold only to accredited investors via private placement memorandum. Securities offered through Aurora Securities, Inc. (ASI), member FINRA/SIPC; Baker 1031 Investments is independent of ASI.
No. Distribution rates are sponsor targets and can change; a portion may be return of capital. They depend on property performance and are not guaranteed.
Most DSTs distribute monthly, which is why they appeal to investors replacing active rental or royalty income.
Current DST target distributions commonly range roughly 4%–6% depending on property type and leverage. Use a conservative figure and confirm against live offerings.
