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.
Get the Montana Tax Guide → Free. Instant download.Or just call us: 800.614.1268
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 Up to 4.1% on long term capital gains (reduced rate; ordinary income top rate 5.9% for 2025 and 5.65% for 2026) can hand 30 to 40% of your gain to taxes.
Montana taxes net long term capital gains at reduced rates of 3.0% and 4.1%, below its ordinary income top rate of 5.9% for 2025 and 5.65% for 2026. Even so, 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 can defer all of that. Your proceeds buy a share of large, professionally managed real estate. The IRS waits. You get potential monthly income 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 on how a DST works for Montana property owners, who it fits, and what to ask before you sign anything. Free, with no obligation.
Questions first? Call Cameron directly: 800.614.1268
Securities offered through Arkadios Capital, LLC, Member FINRA / Member SIPC.
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Ready to talk about your Montana land?
Free consult. No pressure. We'll tell you straight whether a DST fits.