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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 […]

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 […]

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 […]

Is a 1031 Exchange Right for You?

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Interested in doing a 1031 exchange or wondering if it’s the right option for you? If you are, you’re not alone. A 1031 exchange is a popular option for real estate newcomers and seasoned investors alike. However, it can also be a complicated process, and its potential benefits and drawbacks may not always be clear. […]

Why Consider a 1031 Exchange?

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If you own investment real estate and are unfamiliar with the IRC 1031 exchange, it is highly recommended that you educate yourself about this potentially valuable opportunity.  The 1031 exchange is widely regarded as one of the most advantageous benefits for owners of investment property in the United States.  At Exchange-X, we frequently get questions […]

What Qualifies as “Like-Kind” Property in a 1031 Exchange?

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A 1031 exchange is one of the most powerful tools available to real estate investors.  However, there is often confusion around what qualifies for a 1031 exchange, especially when it comes to the “like-kind” property requirement.   In this article, we dig into the “like-kind” requirement and look at: What does “like-kind” mean? Properties that […]

How does a 1031 Exchange Work?

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Interested in doing a 1031 exchange but not sure how it works? If so, you aren’t alone. A 1031 exchange could be a powerful tool available to real estate investors but can also seem complicated if you are doing one for the first time.   In this article, we break down how a 1031 exchange […]

1031 Exchange Rules Explained

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So, you think you are ready to sell your property, but you don’t want to pay capital gains tax. You’ve thought about doing a 1031 exchange but have never done one before and do not completely understand the rules of a 1031 exchange. If this sounds like you, you’re not alone.  There are specific requirements […]

The Future of 1031 Exchanges

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The Power of 1031 Exchanges & Delaware Statutory Trusts
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Full Disclaimer Copyright 2023 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. Thank you for your cooperation. Securities offered through Emerson Equity, LLC Member: FINRA, SIPC (CRD#: 130032/SEC#: 801-71293,8-66296). Only available in states where Emerson Equity, LLC is registered. Emerson Equity, LLC is not affiliated with any other entities identified in this communication. For more information, read our Disclosures & Disclaimers and Terms of Service.

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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