Process

From rental income to passive income — in six steps

Every step is timed against the IRS clock so deadlines are never the thing standing between you and the exchange.

  1. 1

    Qualify in minutes

    Complete the online accreditation questionnaire and confirm your investor status.

  2. 2

    Strategy call with Creative Capital

    The fiduciary team at Creative Capital Wealth Management Group — the advisors behind DSTExchange — reviews your goals, timeline, and tax situation at no cost.

  3. 3

    Property selection

    Your Creative Capital advisor presents pre-vetted DST offerings matching your income, risk, and asset-class preferences.

  4. 4

    Sale & qualified intermediary

    You sell your relinquished property; proceeds flow directly to a qualified intermediary to preserve 1031 status.

  5. 5

    45-day identification

    Identify your DST replacement(s) in writing inside the IRS window.

  6. 6

    Close & receive distributions

    Funds settle into the trust within 180 days. Monthly distributions begin per the offering schedule.

The clock is part of the design

Pre-vetted DST inventory means there's no panic search at day 40. Most of our investors identify their replacement within the first two weeks.