EquiShield 1031

YOUR PROFITS DESERVE PROTECTION

Defend Against Taxes with 1031 DST Solutions

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What is a DST?

Think of a DST as your gateway to premium real estate; shared ownership, steady income potential, and 1031 tax deferral, all without being a landlord.

TRUSTED FIDUCIARY

A Client-Centered Firm

At EquiShield, we keep the Client - and only the Client - in mind, serving as an Independent Fiduciary Advisor since 2002.


Always placing the needs, preferences, and well-being of our clients at the forefront or our business operations and decision-making processes.

TRUSTED FIDUCIARY

A Client-Centered Firm

At EquiShield, we keep the Client - and only the Client - in mind, serving as an Independent Fiduciary Advisor since 2002.


Always placing the needs, preferences, and well-being of our clients at the forefront or our business operations and decision-making processes.

Unique & Time Tested

20+ Years as an Independent Registered Investment Advisory Firm.

Fiduciary

A legal requirement to always and only provide investment advice that is in our clients' best interest.

Fully-Independent

Allowing us to align our firm interests with our Clients’ interests.

Moving Forward

Why Choose EquiShield?

At EquiShield, we operate as a fiduciary—legally bound to put your best interests first in every recommendation we make. We aren’t tied to any single sponsor, which means we evaluate DST offerings across the entire marketplace to help you find the most suitable options for your goals. Whether you're seeking to defer capital gains, eliminate management burdens, or create a path toward liquidity through a 721 exchange, we help craft solutions tailored to your needs with integrity, diligence, and care.

Our team understands the complexities of 1031 Exchanges and DSTs, and we’re committed to working for you through each step of the process. Reach out today to explore how we can enhance your investment strategy with a custom DST solution tailored to your goals.

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Past Featured Listings

4.50%
Current Cash FLow

CS1031 Midway Estates MHC DST

Capital Square Realty Advisors
Multi-Family
40.89%
LTV
10 years
Hold Period
$12,100,000
Equity Offered
4.20%
Current Cash FLow

CF Keller Multifamily DST

Cantor Fitzgerald Investors
Multi-Family
45.20%
LTV
Up to 7 years
Hold Period
$38,650,000
Equity Offered
4.20%
Current Cash FLow

NexPoint Storage V DST

NexPoint Securities
Self Storage
0.00%
LTV
5 to 10 years
Hold Period
$46,439,932
Equity Offered
4.35%
Current Cash FLow

CF Summit Ridge DST

Cantor Fitzgerald Investors
Multi-Family
52.70%
LTV
Up to 7 years
Hold Period
$45,060,000
Equity Offered
4.4%
Current Cash FLow

BR Diversified Industrial Portfolio IV DST

Bluerock Real Estate
Industrial
0%
LTV
7 to 10 years
Hold Period
$31,642,308
Equity Offered
4.53%
Current Cash FLow

NexPoint Small Bay II DST

NexPoint Securities
Industrial
49.80%
LTV
5 to 10 years
Hold Period
$38,775,526
Equity Offered
5%
Current Cash FLow

FSC Healthcare 28 DST

Four Springs TEN31 XCHG
Office/Medical
0%
LTV
Up to 10 years
Hold Period
$10,567,000
Equity Offered
7.00%
Current Cash FLow

CAI Mfg Essential Asset II DST

CAI Investments
Industrial
0.00%
LTV
6 to 8 years
Hold Period
$22,284,282
Equity Offered
5.31%
Current Cash FLow

Inland IPC Detroit Hospitality DST

Inland Private Capital Corp
Hospitality
47.32%
LTV
10 years
Hold Period
$1,5670,319
Equity Offered
3.99%
Current Cash FLow

CX Mode at Hyattsville DST

Carter Exchange
Multi-Family
44%
LTV
7 years
Hold Period
$73,433,727
Equity Offered
4.25%
Current Cash FLow

CX Midwest Industrial Logistics DST

Carter Exchange
Industrial
47.31%
LTV
7 years
Hold Period
$69,123,000
Equity Offered
6.62%
Current Cash FLow

CAI Mfg Essential Asset I DST

CAI Investments
Industrial
36.35%
LTV
6 to 8 years
Hold Period
$182,117,607
Equity Offered
Delaware Statutory Trusts can only be “Offered To” and “Purchased By” Accredited Investors. Therefore, we are unable to detail or present current Delaware Statutory Trusts (DSTs) until we have obtained sufficient information to evaluate our clients’ financial circumstances and determined their status as an Accredited Investor.
EquiShield 1031 is a division of Mustard Seed Financial

Shield Your Equity

When you've worked hard to build your wealth through investments, it's only right that you keep as much of your hard-earned profits as possible.  Unfortunately, taxes, particularly capital gains taxes, can significantly erode those returns when you sell an investment property.  That's where 1031 DST solutions come in.  By leveraging the power of a 1031 exchange through a Delaware Statutory Trust (DST), you can strategically defer those taxes, allowing your full investment capital to continue working for you and growing your wealth, rather than being immediately consumed by a tax bill.  It's a proactive approach to defending your financial future.

A Delaware Statutory Trust (DST) is a legal entity that allows multiple investors to own fractional shares in large, income-producing real estate properties such as apartment complexes, medical buildings, shopping centers and many others.



DSTs are commonly used in 1031 exchanges because they qualify as “like-kind” property. This means you can sell your investment property, defer capital gains taxes, and reinvest into a DST without managing the property yourself.



Key points:

  • Passive ownership: All management is handled by a professional sponsor, not the investor.
  • Passive Income: Most DSTs will generate income on a monthly basis that goes to investors.
  • Diversification: Your investment may be spread across multiple properties or locations.

DSTs are only available for accredited investors and are ideal for those wanting to defer taxes, have passive ownership, and generate potential income without the headaches of being a landlord.

An investor sells an apartment building for $1.8 million that was purchased for $1 million. Rather than paying capital gains taxes on the $800,000 gain, the investor completes a 1031 exchange. The sale proceeds move to a qualified intermediary, then into one or more Delaware Statutory Trust offerings. Each DST holds professionally managed real estate, and the investor receives a fractional ownership interest. The exchange defers taxes and replaces active property management with passive ownership and income potential.
The process follows a clear sequence.
The investor lists and sells the relinquished property. Sale proceeds move directly to a qualified intermediary, not to the investor. Within IRS timelines, the investor identifies one or more DST offerings as replacement property. Exchange funds are allocated into selected DST interests. The exchange closes, tax deferral occurs, and the investor holds a passive interest in professionally managed real estate.
A 1031 exchange is an IRS approved strategy allowing real estate investors to defer capital gains taxes by reinvesting proceeds from the sale of an investment property into another qualifying investment property. The investor sells the original property, places proceeds with a qualified intermediary, and reinvests those funds within strict IRS timelines. Taxes defer as long as the investor follows exchange rules and reinvests into like kind real estate rather than taking cash.
A 721 exchange, often called an UPREIT transaction, allows a real estate investor to contribute property or a DST interest into a real estate investment trust in exchange for operating partnership units rather than cash. The transaction defers capital gains taxes and converts direct real estate ownership into a liquid, professionally managed REIT interest. Investors often use a 721 to transition from property ownership into a diversified REIT structure as part of long term estate or liquidity planning.
Opportunity Zone investments are a part of a government initiative aimed at spurring economic development and revitalization in economically distressed areas across the United States. These areas, designated as Opportunity Zones, are typically characterized by lower income levels and limited access to capital.

Additional Services

Mustard Seed Financial is the parent company of EquiShield and is a fully independent RIA uniquely positioned to offer the following services in addition to our DST solutions: