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1031 Exchange

Why 1031?

Keep your money working for you
Rather than pay unnecessary taxes, use the money to purchase more investment property

Compound your wealth
Maximize returns by moving equity to the most advantageous investment available

Eliminate troublesome properties
In order to avoid extensive management and maintenance problems, sell older properties in exchange for new less management intensive properties

Diversify your investments
Exchange out of one relinquished property into multiple replacement properties to expand your portfolio into different geographic areas or business segments


1031 Exchange: Timing

Identification Period (45 days)
Exchangor must identify a limited number of potential replacement properties on or before the 45th day after the transfer of the relinquished property.

Exchange Period (180 days)
Exchangor must receive the replacement property within the earlier of 180 days from the date the relinquished property is transferred OR the filing date, including extensions, of their income tax return filed for the year the sale of the relinquished property occurred

Disclosure: Past performance is not indicative of future results. Investments in offerings involve certain risks including but not limited to tax risks, general real estate risks, risks relating to the financing on the applicable property (if any), risks relating to the ownership and management of the property, risks relating to private offerings and the lack of liquidity, and risks relating to the Delaware statutory trust structure.