Transform Your Property Sale Into Passive Income
Complete your 1031 exchange with fiduciary advisors who put your interests first. Access quality replacement properties while deferring capital gains taxes.
Maximize Your Investment Power Through Tax Deferral
Why Choose a 1031 Exchange?
A 1031 exchange isn’t just about avoiding taxes, it’s about keeping more of your money working for your future. When you sell investment property, Section 1031 of the tax code provides a powerful tool to defer capital gains while repositioning your portfolio.
Immediate
Tax Deferral
Keep capital gains, depreciation recapture, and net investment income taxes invested.
Portfolio
Diversification
Exchange one property for multiple DST investments.
Passive
Income Generation
Transition from active management to monthly distributions.
Estate Planning
Advantages
Heirs receive stepped-up basis, potentially eliminating deferred taxes.
Benefits Overview
Proven Results.
Trusted Partners.
The power of a 1031 exchange extends beyond the immediate tax savings. By deferring taxes, you maintain greater purchasing power for replacement properties. This means more equity working for you, higher potential income, and accelerated wealth accumulation over time.
For those transitioning from active property management, these passive investments offer professionally managed, institutional-quality real estate without the midnight phone calls or maintenance headaches.
Frequently Asked Questions
Investment or business property held for productive use. Primary residences don’t qualify, but rental properties do.
45 days to identify replacement property and 180 days to close on your purchase.
Yes, but any cash received (called “boot”) will be taxable. We help structure exchanges to minimize or eliminate boot.
Passive Investment Solutions
Which Investment Is Right For Me?
Our investment solutions offer a unique combination of tax benefits, passive income, and professional management. Understanding how they work helps determine if they align with your investment goals.
What is a DST?
A Delaware Statutory Trust provides fractional ownership in institutional-grade real estate. Think of it as owning a percentage of a professionally managed property portfolio without the management responsibilities. DSTs qualify as like-kind property for 1031 exchanges while offering truly passive investment.
Advantages
- Professional property management handles everything
- Access to larger, institutional-quality properties
- Geographic and property-type diversification
- Monthly income distributions
- No personal liability for property debt
Considerations
- Illiquid investment (typically 5-10 year hold)
- No control over property decisions
- Accredited investor requirements apply
- Cannot make additional investments after closing
Frequently Asked Questions
Most DSTs distribute income monthly, similar to receiving rent checks but without management duties.
Properties are typically sold, and you can execute another 1031 exchange or take proceeds.
Yes, most sponsors welcome investor visits to their properties.
Beyond the DST
Alternative Investment Solutions
Alternative investment solutions exist that offer a range of tax benefits, diversification opportunities, and professionally managed solutions while still delivering passive income. Understanding their unique structures and characteristics is essential to align them with your investment goals.
Satisfy Your 1031 Exchange
Evaluating All of Your Options
In addition to DSTs, investors can utilize 1031 exchanges for various ”like-kind” assets, including:
- 721 Exchanges (UPREITs): A 721 exchange allows you to contribute a real estate property to a Real Estate Investment Trust (REIT) in exchange for Operating Partnership (OP) units. This offers a way to defer capital gains tax while gaining the benefits of a larger, more liquid portfolio.
- Opportunity Zones: Established by the 2017 Tax Cuts and Jobs Act, Qualified Opportunity Zones (QOZs) offer tax incentives for investors to reinvest capital gains into economically distressed communities. This can provide significant tax deferral and, with a long-term hold, potential for a tax-free exit on the new gains.
- Oil, Gas, and Mineral Rights: These investments can be considered real property for a 1031 exchange, providing passive income through royalty payments and significant tax advantages like depletion allowances.
Advantages
- 721 Exchanges: Gain increased diversification and potential liquidity by converting a single property into an interest in a larger REIT portfolio.
- Opportunity Zones: Defer and potentially eliminate capital gains tax on new investments held for 10 years or more.
- Oil & Gas: Receive passive income from royalty payments without the costs and responsibilities of drilling or operations.
Considerations
- 721 Exchanges: Once you convert to OP units, you lose the ability to perform a future 1031 exchange.
- Opportunity Zones: Investments must be held for 10 years to achieve the maximum tax benefit, and there is no guarantee of appreciation or a successful exit.
- Oil & Gas: The value is tied to commodity prices, and there can be a higher risk of non-producing assets.
Common Questions
Yes, each of these can be structured to qualify for a 1031 exchange, allowing you to defer capital gains tax. A key is working with a professional who understands the specific rules for each type of investment.
The best option depends on your investment timeline, risk tolerance, and tax goals. A consultation with a qualified professional can help you navigate these complex structures to find the best fit for your portfolio.
Yes, each of these is designed to be a passive investment, freeing you from the day-to-day management responsibilities of owning real estate directly.
Your Path from Property Sale to Passive Income
Investment Process Walkthrough
Our methodical process ensures smooth execution of your exchange while maximizing your investment opportunities.
Schedule Investment
Consultation
Get Started Now
Ready to explore how a 1031 exchange could benefit your investment strategy? Schedule your consultation today.
- Review your current property and tax situation
- Explain how 1031 exchanges work for your scenario
- Discuss available investment options matching your criteria
- Answer all questions about the process
- Provide clear next steps if you decide to proceed
No high-pressure sales tactics, just honest, educational discussion about your options.
We Look Forward to Meeting You
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Accredited Investor Requirements
Understanding Eligibility
Federal securities regulations require DST investors to meet specific financial criteria. These requirements protect investors while ensuring they have the resources to understand and bear investment risks.
Required Criteria
Definition of an Accredited Investor
An accredited investor meets one of these criteria:
- Net worth exceeding $1 million (excluding primary residence)
- Annual income exceeding $200,000 (individual) or $300,000 (joint) for the past two years
- Certain professional certifications or credentials
- Entity with assets exceeding $5 million
Requirements Checklist
- Calculate net worth including all assets minus liabilities
- Verify income meets thresholds for past two years
- Expect similar income for current year
- Understand investment risks and illiquidity
- Have investment assets beyond emergency reserves
Importance of Accreditation
These requirements ensure investors can:
- Withstand potential investment losses
- Understand complex investment structures
- Commit to illiquid investments
- Access institutional-quality opportunities
Don’t meet requirements? We’ll discuss alternative strategies for your exchange.
Solutions for Every Investment
Investment Minimums & Flexibility
Whether you’re exchanging a small rental property, a large commercial asset, or have leftover taxable boot, we provide access to suitable tax-deferred solutions that match your investment scale.
Accommodations
Minimum Investment Amounts
Investment minimums typically start at $100,000, but through our sponsor relationships, we can often accommodate:
- Smaller investments starting at $50,000
- Large investments exceeding $10 million
- Odd amounts that exactly match your exchange needs
- A diverse portfolio of investments to achieve your financial goals
Flexibility Options
Our extensive sponsor network provides flexibility in:
- Property Types: Choose based on risk tolerance and income needs
- Geographic Locations: Concentrate or diversify across markets
- Investment Sizes: Split large exchanges across multiple solutions
- Income Profiles: Select properties matching your cash flow needs
Key Highlights
- No maximum investment limits
- Ability to perfectly match exchange amounts
- Options for both conservative and growth-oriented investors
- Flexibility to accommodate unique situations
Unlike firms that force you into specific investments with lots of red tape, we find solutions that fit your exact needs.
Ready to Secure
Your Financial Future?
You’ve worked hard to build property value. Let us help you preserve that wealth while transitioning to truly passive income through a tax-deferred exchange.
Securities offered through registered representatives. Investment products involve risk and are suitable only for accredited investors. See full disclosures →