We offer 1031 Exchange friendly investments that seek to provide clients the opportunity to shelter their real estate gains from taxation without having to buy a new property.

 

These programs offered by national real estate sponsors qualify as replacement properties for a tax deferred 1031 Exchange.  They allow an investor to own an undivided share of an institutional grade income property. 

 Along with deferral of  taxes on the relinquished property, the investor receives potential benefits of monthly cash flow from property leasing operations and appreciation of real estate valuation while not having the headaches of daily property management.  No tax is due until the replacement property is eventually sold, which is usually in the 5-10 year time horizon. 

 At that time the property can be again exchanged for another property to continue deferring  taxes.  If the investor dies while owning the property, the heirs will receive a stepped up basis, and the previously deferred taxes will never come due. 

 
 

This is for informational purposes only, does not constitute an offer to buy or sell any investment, and does not imply any guarantees. There are risks associated with investing in real estate and Delaware Statutory Trust (DST) properties including, but not limited to, loss of entire investment principal, declining market values, tenant vacancies and illiquidity. Potential cash flows/returns/appreciation are not guaranteed and could be lower than anticipated. DST 1031 properties are only available to accredited investors (typically have a $1 million net worth excluding primary residence or $200,000 income individually/$300,000 jointly of the last three years) and accredited entities only.  If you are unsure if you are an accredited investor and/or an accredited entity please verify with your CPA and Attorney. Because investors situations and objectives vary this information is not intended to indicate suitability for any particular investor.