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Are You Selling Investment Real Estate?

Are You Selling Investment Real Estate?

It is important to consider a 1031 tax-deferred exchange.

Do you Own Investment Property?

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Experience the Fiduciary Difference

Experience the Fiduciary Difference

Conflict-free advice and objective 1031 exchange solutions.

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Have you considered ALL of your 1031 exchange options?

Have you considered ALL of your 1031 exchange options?

Delaware Statutory Trusts (DSTs) and

other Alternative Real Estate Tax Strategies

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Get More for Your 1031 Exchange

Our Fiduciary 1031 Process

Our Fiduciary 1031 Process

If you are considering the sale of investment real estate, it is important to consider a 1031 tax-deferred exchange. A 1031 exchange allows you to defer capital gains, depreciation recapture and investment taxes, while reinvesting the entire proceeds into other investment real estate. However, there are strict rules and timelines that must be followed.

Fiduciary 1031 provides clients with methodical, fiduciary guidance throughout the entire 1031 exchange. We’ve established a unique fiduciary process to help facilitate exchanges for clients all across the country, saving them thousands of dollars in unnecessary commissions.

Utilizing Delaware Statutory Trusts (DSTs) and other strategies, we are able to more broadly diversify replacement real estate portfolios. And, as an independently registered investment advisory firm, we are not beholden to any one sponsor or solution, and that allows us to customize strategies in the best interests of our clients.

Find out more about the 1031 exchange solutions available.

Fiduciary 1031 Exchange Solutions

Delaware Statutory Trusts (DSTs)

Delaware Statutory Trusts (DSTs)

Delaware Statutory Trusts are a business trust that can be used for real estate ownership of higher-quality, professionally managed commercial properties; provides a passive, turn-key solution for transacting a 1031 exchange.

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721 UPREIT

721 UPREIT

A 721 exchange tends to appeal to a property owner seeking the potential benefits of a larger real estate portfolio including diversification, professional management, economies of scale, access to capital, increased liquidity, and additional estate planning benefits, all while deferring the recognition of a capital gain on their original property.

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Qualified Opportunity Zone (QOZ)

Qualified Opportunity Zone (QOZ)

The QOZ Program is intended to encourage investment in lower-income communities across the U.S., principally by providing certain tax incentives in return for committing long-term capital to these communities through investment vehicles called QOFs.

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Our Fiduciary 1031 Exchange Process

Our unique fiduciary process to help facilitate exchanges for clients all across the country, saving them thousands of dollars in unnecessary commissions.

*Fiduciary1031 is a subsidiary of Clark Wealth Strategies, inc. 

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