Selling assets that have gone up in value can get messy, and investors and property owners know it – they’ve got to keep a sharp
As a 1031 Exchange Specialist with 23 years of experience, I’ve seen many investors navigate the complex process of exchanging their properties while deferring capital
How the Step-Up in Basis Provision Eliminates Deferred Taxes in 1031 Exchanges As the old adage goes, “nothing is certain except death and taxes.” While
You’ve probably heard of 1031 exchanges and REITs, two popular strategies for real estate investors. But can you 1031 into a REIT? It’s a question
For the past 23 years, I’ve helped real estate investors successfully complete their 1031 Exchanges. I often get asked about the Benefits & Drawbacks
Savvy investors know that brushing up on tax laws is just as important as checking out a property’s rooftop views – both can make or
There’s no doubt that 1031 Real Estate Exchanges can be “tricky” with all the Rules, Regulations & Timelines. You want a Successful 1031 Exchange without the Hassles of Delays, Extra Costs and even the Risk of Totally Blowing your Exchange, so you need answers to all of your 1031 Real Estate Exchange Questions/Concerns. With over 24 years in the 1031 space, I wanted to create a Blog with easy to understand info to provide exchange investors with practical answers to their 1031 Real Estate Exchange questions. Let me know how I might be of further assistance.
IRC Section 1031 of our tax code allows Sellers of Investment Real Estate, to defer all Capital Gains & Depreciation Recapture Taxes upon sale, thereby permitting them to re-invest 100% of their sale proceeds.
Generally speaking, in real estate, the stronger the caliber of the tenant the lower the risks of them missing a rent payment or defaulting on a lease. Think Amazon, FedX, the US Government. Strong tenants are likely to pay their obligations in times of economic uncertainty.
We place our investors into properties that meet their criteria for involvement in the fundamental operations of their acquired replacement property. They can be full time active or completely passive in their ownership roles.
Real estate ownership always comes with inherent risk that can be mitigated by simply not putting all your assets into a single basket regardless of how attractive you feel that basket is today.
We work with all real estate classes: Multi-family, Government, Triple Net Retail, Senior Living, Industrial, Energy, Self Storage, Medical and Land.
Triple Net leases put operational risk onto the tenant as it is the tenant that is responsible for taxes, maintenance, insurance, and most import, paying the rent.