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DST 1031 Exchange · Florida QI

Florida DST 1031 Exchange

Exchange into a Delaware Statutory Trust holding institutional real estate. Passive ownership, no landlord obligations, monthly distributions. Closes in 48 hours under Rev. Rul. 2004-86.

Start Your Exchange Florida 1031 Hub
$799 flat fee Same-day setup $15M total insurance

$5M Fidelity Bond + $10M E&O Insurance

Segregated Escrow Accounts

IRS-Compliant Exchange Documentation

How a Florida DST Exchange Works

Three steps. The DST sponsor handles the property; Simple 1031 handles the §1031 mechanics; you collect distributions.

1

Identify DST Offerings

Within 45 days of your relinquished closing, identify one or more DST offerings. Your registered representative or RIA reviews suitability and selects the offering(s).

2

Subscribe Through Sponsor

Subscribe to the DST through the sponsor's broker-dealer. Simple 1031 wires exchange proceeds from segregated escrow directly to the DST escrow at closing.

3

Hold & Receive Distributions

You hold a beneficial interest in the trust. Monthly or quarterly distributions arrive on the sponsor's schedule. When the trust eventually sells, you can roll into another §1031 (including another DST).

Is a DST Exchange Right for You?

A short framework. Below that, links to the other three structures.

When It Fits

  • You want passive replacement without management responsibility
  • You are at or near retirement and want to step out of operating real estate
  • Your relinquished value fits typical DST minimums ($100K+)
  • You qualify as an accredited investor

When to Consider Another Structure

  • You want active control of replacement property — pick a forward exchange
  • You are not an accredited investor — DST suitability rules apply
  • Your relinquished value is below typical DST minimums

Other Florida Exchange Structures

Forward Exchange

$799

Reverse Exchange

$1,500

Improvement Exchange

$1,500

Florida-Specific Considerations

How Florida treatment intersects with this dst exchange. Tax topics for your CPA — Simple 1031 handles QI mechanics only.

No Florida State Income Tax

Florida does not impose a state income tax on individual capital gains. A §1031 exchange defers federal capital gains and depreciation recapture — there is no separate state tax on the gain to defer. Your CPA can confirm the federal treatment on your return.

Documentary Stamp Tax (Transfer Tax)

Florida charges documentary stamp tax on deeds at $0.70 per $100 of consideration ($0.60 in Miami-Dade plus a discretionary surtax on non-single-family). This is a transfer tax handled by your closing agent — it is not an income tax and is not deferred by §1031.

No Florida-Specific 1031 Form

Florida has no state-specific §1031 form because there is no state income tax to track. Federal coordination is handled through Form 8824 on the federal return, prepared by your CPA. Simple 1031 provides the exchange documentation your CPA needs but does not prepare or file tax forms.

Scope note: Simple 1031 LLC is a Qualified Intermediary. We do not provide tax, legal, or investment advice. Work with a qualified Florida CPA for state filings and tax planning, and a real estate attorney for legal questions.

Florida DST Exchange Pricing

Flat fee. Same in Florida as anywhere. No hidden charges, no state surcharges.

Flat Fee. No Surprises.

Florida DST Exchange

Passive replacement — DST beneficial interest under Rev. Rul. 2004-86

$799 /exchange
  • QI mechanics for the §1031 portion of the transaction
  • Segregated escrow for exchange proceeds
  • Coordination with the DST sponsor's broker-dealer
  • 45/180-day deadline tracking
  • Dedicated exchange coordinator
  • IRS-compliant exchange documentation
  • $5M Fidelity Bond + $10M E&O Insurance
Get Started

Fee deducted from exchange proceeds after your Florida property closes. Nothing out of pocket to start.

Florida DST Exchange Questions

If you do not find your answer here, call us at (725) 224-5008.

Yes. Florida investors at or near retirement frequently exchange into DSTs to step out of active landlording. DSTs qualify as like-kind under Rev. Rul. 2004-86. Suitability is determined by the placing broker-dealer; Simple 1031 handles the §1031 mechanics.
Florida has no state income tax on individuals, so DST distributions are not subject to Florida state income tax. Federal taxation of distributions depends on the trust's underlying property income; your CPA models this on your federal return.
Yes — provided your relinquished Florida property is held for investment under §1031 and meets the DST sponsor's minimum. Common DST minimums start around $100,000.
No. Under Treasury Regulation §1.1031(k)-1(k), a party you have had a working relationship with in the prior two years — including your attorney or CPA — is a disqualified person and cannot hold exchange proceeds. The IRS requires an independent Qualified Intermediary.
Your exchange proceeds are held in segregated escrow — never commingled with operating funds or other clients' exchanges. Simple 1031 carries a $5M Fidelity Bond and $10M Errors & Omissions Insurance, and our escrow accounts use FDIC-insured banking partners.
Simple 1031 charges a flat $799 for the DST exchange. Same flat fee in Florida as anywhere else — no state surcharge, no hourly billing. Fee deducted from exchange proceeds after closing.
No. Simple 1031 is a Qualified Intermediary, not a tax advisor. Your CPA prepares Form 8824 and any state-specific filings. We provide the exchange documentation your CPA needs.

Start Your Florida DST Exchange

Tell us about your Florida property. We will respond within one business day.

Your information stays confidential. We respond within one business day. Or call now: (725) 224-5008.

Ready to Start Your Florida DST Exchange?

Engage Simple 1031 before you close. Flat $799 fee. Nothing out of pocket to start.

Start Your Exchange Call (725) 224-5008