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What is a Qualified Intermediary (Q.I.) in a 1031 Exchange?

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Real estate ownership can come with many complex aspects including property management, construction management, maintenance, leasing, etc.  Another very important aspect we have touched upon in detail is what a 1031 Exchange is and the potential benefits one can offer.  One might wonder how the Exchange process works and how to accomplishing a successful exchange.  […]

Diversifying a 1031 Exchange with Delaware Statutory Trusts (DST)

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If you own commercial real estate and have successfully exchanged like-kind property, great job!  A 1031 exchange is no simple task as there are many moving parts involved.  Even more challenging, is the ability to successfully diversify into multiple properties within an exchange.  Strict 45-day property identification and 180-day closing timelines can make diversifying a […]

The 1031 Exchange Process Explained

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If you’re an astute real estate investor, you recognize the significant impact of capital gains taxes when owning investment real estate. However, there exists a strategic maneuver that could potentially be your golden ticket to amplified success – the 1031 exchange. This intricate choreography of 1031 property exchanges, often referred to as “swap till you […]

What is 1031 Exchange Boot?

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Any real estate investor who has performed a 1031 exchange understands the intricacies behind successfully completing the “perfect” exchange.  The idea behind a 1031 exchange is to cash in on profits, defer capital gain taxes and move your equity into better cash flowing assets.  As discussed in previous articles, there are strict 1031 exchange rules […]

Using a Delaware Statutory Trust (DST) as 1031 Exchange Backup

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For investors who are considering or in the process of using a 1031 exchange, there can be many challenges associated with successfully closing.   A few of these challenges today involve: Ability to source, identify, analyze, inspect and value replacement properties Ability to secure financing Ability to secure an appraisal at a sufficient value Ability […]

10 Potential Advantages of Owning a Delaware Statutory Trust (DST)

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A Delaware Statutory Trust or DST is a legal entity created under Delaware Law that permits fractional ownership of real estate assets.  Real estate held within a DST is eligible for 1031 exchange as long as the property complies with the requirements of IRS Revenue Ruling 2004-2086. There are several potential benefits to owning a […]

How a 1031 Exchange Can Potentially Benefit Your Real Estate Portfolio

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Real estate investors always seek ways to maximize profits and minimize tax liabilities.  One strategy that has gained popularity in recent years is the 1031 exchange.  In existence now for over 100 years, the 1031 exchange is viewed as one of the most powerful tax advantages for real estate investors alike.   In this article, […]

Exchange-X – How it Works

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Over the past few weeks, we have discussed many topics including what is a 1031 exchange, what is a Delaware Statutory Trust (DST) and how investors can strive to build passive wealth by applying these powerful investment tools.   In this article we will uncover some important topics and answer the following questions: What is […]

Understanding Delaware Statutory Trusts (DSTs)

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In today’s market, there is no shortage of investment vehicles to choose from.  The goal is to find the best investments to suit a well-balanced portfolio.  Recently, real estate owners and investors alike are taking notice to owning Delaware Statutory Trusts (DST) and the many potential advantages they provide. In this article we are going […]

Real Estate Investments with 1031 Exchange: Key Strategies

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A 1031 exchange, also known as a like-kind exchange, is a powerful tax strategy that allows real estate investors to defer capital gains taxes by selling one property and acquiring a similar replacement property. This strategy has gained popularity among savvy investors looking to potentially maximize their returns and build long term wealth. This comprehensive […]

The Future of 1031 Exchanges

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Full Disclaimer Copyright 2024 Exchange-X, LLC. All rights reserved. The contents of this communication: (i) do not constitute an offer of securities or a solicitation of an offer to buy securities, (ii) offers can be made only by the confidential Private Placement Memorandum (the “PPM”) which is available upon request, (iii) do not and cannot replace the PPM and is qualified in its entirety by the PPM, and (iv) may not be relied upon in making an investment decision related to any investment offering by the respective issuer, or any affiliate, or partner thereof (“Issuer”). All potential investors must read the PPM and no person may invest without acknowledging receipt and complete review of the PPM. With respect to the “targeted” goals and performance levels outlined herein, these do not constitute a promise of performance, nor is there any assurance that the investment objectives of any program will be attained. These “targeted” factors are based upon reasonable assumptions more fully outlined in the Offering Documents/ PPM. Consult the PPM for investment conditions, risk factors, minimum requirements, fees and expenses and other pertinent information with respect to any investment. These investment opportunities have not been registered under the Securities Act of 1933 and are being offered pursuant to an exemption therefrom and from applicable state securities laws. Past performance are no guarantee of future results. All information is subject to change. You should always consult a tax professional prior to investing. Investment offerings and investment decisions may only be made on the basis of a confidential private placement memorandum issued by Issuer, or one of its partner/issuers. Issuer does not warrant the accuracy or completeness of the information contained herein. For more information, read our Disclosures & Disclaimers and Terms of Service.  Securities offered through Metric Financial Member: FINRA, SIPC. Only available in states where Metric Financial is registered. Metric Financial is not affiliated with any other entities identified in this communication. For additional forms regarding Regulation Best Interest, Customer Relationship Summary, AML Disclosures, Privacy Policy and other important information, please visit Metric Financial. 

1031 Risk Disclosure:

  • There is no guarantee that any strategy will be successful or achieve investment objectives;
  • Potential for property value loss – All real estate investments have the potential to lose value during the life of the investments;
  • Change of tax status – The income stream and depreciation schedule for any investment property may affect the property owner’s income bracket and/or tax status. An unfavorable tax ruling may cancel deferral of capital gains and result in immediate tax liabilities;
  • Potential for foreclosure – All financed real estate investments have potential for foreclosure;
  • Illiquidity – Because 1031 exchanges are commonly offered through private placement offerings and are illiquid securities. There is no secondary market for these investments;
  • Reduction or Elimination of Monthly Cash Flow Distributions – Like any investment in real estate, if a property unexpectedly loses tenants or sustains substantial damage, there is potential for suspension of cash flow distributions;
  • Impact of fees/expenses – Costs associated with the transaction may impact investors’ returns and may outweigh the tax benefits.
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