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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 Exchange-X?
  • How does Exchange-X Work?
  • How to Access the Exchange-X Platform?

 

 

What is Exchange-X?

Exchange-X is a leading technology platform which provides a simple solution for real estate investors and exchange buyers to access, view, analyze and directly purchase investment grade 1031 exchange replacement real estate properties.

 

How does Exchange-X Work?

Anyone who has navigated a 1031 Exchange successfully understands the challenges related to exchanging.  From identifying the perfect replacement property to strict 1031 timelines, a 1031 exchange must be handled with precise care.

Having a simple, reliable, turnkey solution could save you from potentially owing significant capital gains taxes to the IRS.

 

Here is a step-by-step process of how Exchange-X works:

Step 1

Exchange-X is partnered with over 50 leading national real estate sponsors who acquire and structure Delaware Statutory Trust (DST) properties.

DST properties are pre-vetted, pre-financed and pre-closed.  This makes identifying 1031 exchange opportunities extremely simple without added buyer competition.

 

Step 2

Exchange-X along with Metric Financial performs extensive due diligence on all potential real estate deals to ensure the investments are aligned with client interests.

We recommend investors consult with their CPA and perform separate due diligence to ensure investments align with their objectives.

 

Step 3

Approved offerings are added to the Exchange-X platform.

 

Step 4

Create an account

Members gain full access to the Exchange-X Marketplace to review, analyze and directly purchase 1031 exchange DST replacement properties.  Investors can also access Offering Memorandums (OM), Private Placement Memorandums (PPM), due-diligence docs, property overviews and much more.

 

Step 5

Members seamlessly complete electronic documents.

 

Step 6

Metric Financial, the broker dealer through which Exchange-X engages in securities transactions, reviews and approves purchase documents.

 

Step 7

Investors fund the purchase via ACH Payment or Wire.  If conducting a 1031 Exchange, a Qualified Intermediary (QI) is responsible to wire the funds on your behalf to complete the purchase.

Upon completion, investors receive a Purchase Confirmation, Closing Statement, Trust Certificate of Beneficial Interest along with a welcome kit.

 

Step 8

Investors have the potential to receive quarterly (or monthly) distributions and statements followed by periodic updates straight from the deal sponsor.

 

*There is no guarantee of investment payout.  Please review the risks associated with private placement offerings with a qualified CPA or attorney.

 

How to Access the Exchange-X Platform?

Creating an account is simple.

Investors can Create an account online or contact us at info@exchange-x.com or call (888) 775-1031 to get started.

 

 

Conclusion

We hope this article helped shed some light on the Exchange-X Marketplace platform and the potential valuable it can add for a 1031 exchange investor.  Although the 1031 exchange process can be complicated, gaining access to the industry’s leading 1031 DST real estate investment platform can hold many potential benefits.

If you are considering a 1031 exchange or have additional questions about the process, don’t go it alone. Our experts at Exchange-X have helped countless investors navigate the 1031 exchange process successfully, and we would love to assist you as well.

If you are ready to start a 1031 exchange, or have additional questions, schedule a consultation with one of our experts at Exchange-X.

To learn more about how 1031 exchanges and Delaware Statutory Trusts (DST) can complement your portfolio, visit our Resource Center.

Always consult with your tax advisor or attorney before embarking on a 1031 exchange to understand how it aligns with your financial situation and investment goals.

Join Exchange-X!  Click the link above to create an account now and be the first to know about upcoming opportunities.

 

Download your free copy of “The Power of 1031 Exchanges and Delaware Statutory Trusts (DSTs)” to learn more about how Delaware Statutory Trusts (DST) can complement your portfolio.

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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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