Problems We Solve
The effort to create customized portfolios of investment real estate tailored to pursue personalized investment goals can be complicated. It can involve several layers of techniques and strategies.
1031 Exchange
1031 Exchange can be a useful tool for property owners pursuing tax deferral on a sale, but it can also seem very complicated to get right.
Our team can help to guide you through the process including:
- Educating you on the various identification and timeline rules
- Providing education and contacts for a Qualified Intermediary
- Tax & Accounting services and education provided through our sister firm
- Strategy and Analysis on executing your exchange to suit your goals and objectives
1033 Exchange
Tax-deferred exchanges can occur for several reasons--some voluntary and others involuntary. The 1033 Exchange is a similar, while more flexible, like-kind, tax-deferred exchange to the 1031 Exchange.
1033 Exchanges involve the forced exchange of property caused by factors outside the investors control such as natural disasters and eminent domain. While the 1033 Exchange is not without its own risks and drawbacks, there are several potential benefits of such an exchange.
Delaware Statutory Trust (DST)
Many accredited investors have benefited from using a DST as a potential solution in their 1031 exchange. This solution gives accredited investors the option of fulfilling the requirements of their 1031 exchange with fractional ownership of professionally-managed, institutional-level investment properties.
We maintain relationships with the leading sponsors in the DST space in order to provide you with options that will help facilitate your 1031 exchange while also suitably driving your overall real estate strategy.
Qualified Opportunity Zones (QOZ)
The Qualified Opportunity Zone initiative seeks to develop certain government-designated parts of the country. QOZ programs allow for capital gains proceeds to be invested in order to fund these developments.
The rules surrounding QOZ can be complicated and are not without their own risks. That being said, investor participation in these programs is incentivized through some tax benefits which include:
- Capital gains tax exemption inside of QOZ
- Deferral of realization of invested capital gains until the end of 2026