5 Steps to Take Before Your 1031 Exchange

So, you have decided to go through with a 1031 exchange to defer costly capital gain and depreciation recapture taxes. Smart move!! With that in mind, a 1031 Exchange can be a daunting process which may leave most property owners in confusion. There are many steps to consider upon selling your property which only seasoned […]

What is a 1031 Exchange?

If you are a real estate investor, there’s a good chance you will need to sell a property at some point. Typically doing so would result in having to pay capital gains tax on your investment, but that doesn’t have to be the case. By utilizing a 1031 exchange, you can defer capital gains taxes […]

What is a Delaware Statutory Trust (DST)?

https://www.youtube.com/watch?v=r6n03R9FHM8 Purchasing real estate in today’s market has never been more challenging. Economic uncertainty, competitive markets, local laws, and a variety of other factors have added layers of complexity to the purchasing process. A few of these complexities today involve: Ability to source, identify, analyze, inspect and value replacement properties Ability to secure financing […]

The Future of 1031 Exchanges

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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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