Property type

Mixed Use

Educational overview for 1031 exchange planning. Not investment advice.

Category: Mixed UsemixedAsset class: Mixed Usefee_simpledstfund

Overview

Properties combining residential, retail, office, or hospitality uses in one building or complex.

General characteristics

Diversifies income streams but adds operational complexity.

Potential benefits

  • Income diversification\n- Walkable urban-infill demand

Potential risks

  • More complex management\n- Mixed cap rates by use

Management requirements

Typically third-party managed.

Liquidity considerations

Direct: moderate. DST: very low.

Tax considerations

Generally eligible for 1031 exchange when held for investment.

Common investor profiles

Owners wanting diversified income in one asset.

Educational information only. The content on this page is general education and is not tax, legal, accounting, or investment advice. Consult your own CPA, attorney, and licensed investment professionals before making any decision related to a 1031 exchange or Delaware Statutory Trust.