For Montana Landowners
Defer the tax.
Keep the montana land legacy.
Iron Ridge Advisors works with Montana ranchers, farmers, and landowner families to defer capital gains on land sales through Delaware Statutory Trusts.
Montana Capital Gains Reality
Selling appreciated cattle ranch and timber land in Montana? Here's the tax math.
Combined federal capital gains, depreciation recapture, and Montana's state capital gains rate of 5.9% (state income tax with capital gains credit) can hand 30 to 40% of your sale proceeds to taxes.
Montana offers a small capital gains credit but most landowners still face combined federal, NIIT, and state taxes around 30% of the gain on a long-held ranch.
A 1031 exchange into a Delaware Statutory Trust defers all of that. Your proceeds roll into a fractional ownership share of professionally managed institutional real estate. The IRS waits. You collect the structured benefits of passive ownership without the tenants, fences, or fuel bills.
Counties We Work In
Gallatin · Park · Madison · Beaverhead · Powder River · Flathead · Ravalli · Carbon
Montana Landowner Brochure
Get the DST guide for Montana families.
Plain-English breakdown of how a DST works for Montana landowners, who it fits, and what to ask before you sell.
Get in Touch
Ready to talk about your montana land sale?
Free consult. No pressure. We'll tell you straight whether a DST fits.