1031 Exchange Drop and Swap: How Partners Take Separate Paths
A drop and swap is a strategy that lets the individual owners of a jointly held property go their separate ways in a 1031 exchange. The partnership or LLC first drops the property down to its members as direct tenants-in-common (TIC) interests, and each owner can then swap their share doing a 1031 exchange, or cashing […]
Approved 1031 Exchange Replacement Options
You can 1031-exchange into any U.S. real property held for investment or business use which opens up far more options than most investors realize. Beyond buying another rental, you can exchange into passive, income-producing structures like triple-net leases, Delaware Statutory Trusts, and tenants-in-common interests, or even trade into a REIT through an UPREIT. This page […]
Delaware Statutory Trust (DST) 1031 Exchange
A Delaware Statutory Trust (DST) is one of the most powerful replacement property options available to investors completing a 1031 exchange. It allows you to defer capital gains taxes by rolling proceeds from a sold property into a professionally managed, fractional real estate interest — without the day-to-day burdens of direct ownership. Note that a […]
Key Insights for Managing Multiple Sales and Purchases in One 1031 Exchange
As a seasoned real estate investor, you’re likely familiar with the basics of a 1031 exchange, which allows you to defer capital gains taxes by reinvesting the proceeds from selling one investment property into another. However, the math and logic behind the exchange can become much more complicated for transactions involving more than one property. […]
A Guide To Understanding Reverse Exchanges
Want to utilize a 1031 exchange but need to close on your replacement property first? You should consider a “reverse” 1031. These transactions are more complicated and challenging than standard exchanges, but our company has decades of experience helping investors navigate the reverse landscape. How To Do a Reverse 1031 Exchange A brief overview of the process […]