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Crucial Questions For a 1031 Exchange

Are the Equity and Debt covered in my replacement property?

When is my 45 Identification deadline?

Who is my Qualified Intermediary, and is the account set up?

Am I an Accredited Investor?


Let us help you answer these questions, we offer a no-cost/no-obligation consultation.
We welcome the chance to talk to you and your tax professional regarding your investment goals and how we can help.

Preserve your capital and avoid the Tax!

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What is a 1031 tax deferred exchange?

Section 1031 of the Internal Revenue Code provides an effective strategy for deferring capital gains tax that may arise from the sale of a business or investment real property. Here's a quick overview of how it works:

Sell Investment Property

  • Primary residences do not apply

Sale Proceeds Held In Escrow

  • Sales Proceeds are held by a Qualified Intermediary until exchange is complete

Buy Replacement Property

  • Match value (debt and equity) of property sold
  • Identified within 45 calendar days
  • Purchased within 180 calendar days
  • DSTs may be used as replacement property
Access to Institutional Grade Property for Retail Investors

Access to Institutional Grade Property for Retail Investors

For certain Investors conducting a 1031 exchange can use a Delaware statutory trust (DST) as their replacement property. A DST permits fractional ownership where multiple investors can share ownership in a single property or a portfolio of properties.

“Institutional Property" is a type of property that institutions purchase for their own portfolio. Buyers may include: Insurance companies, Pension Funds, University endowments, etc. It usually may denote a higher quality of investment and frequently is purchased to provide stable long term income. Typically the purchase price of institutional grade properties is well above the capabilities of most investors. Through the DST investment vehicle, accredited investors may have access to this style of property.

As with all investments, there are risks involved and it is crucial to understand them before purchasing such an investment.

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