1031 Exchanges

Unique Opportunities Beyond Real Estate 

Buying and selling properties can be an effective way to grow your wealth portfolio.

However, many property owners face significant capital gains taxes at the point of sale. That’s where our 1031 Exchange services can help providing guidance to help you make the most of your investments.

Our services are designed to help preserve your equity and defer capital gains taxes.

We offer clear guidance to support your investment goals while adhering to legal requirements. This allows you to continue growing your wealth without the immediate tax burden that typically accompanies the sale of property.

While 1031 Exchanges are commonly associated with real estate, we also offer opportunities that extend beyond traditional boundaries.

Grow your wealth

Our 1031 Exchange Qualified Intermediary Services include:

  • Simultaneous 1031 Exchanges

  • Deferred 1031 Exchanges

  • Reverse 1031 Exchanges

  • Improvement 1031 Exchanges

There are material risks associated with investing in DST properties and real estate securities including liquidity, tenant vacancies, general market conditions and competition, lack of operating history, interest rate risks, the risk of new supply coming to market and softening rental rates, general risks of owning/operating commercial and multifamily properties, short term leases associated with multi-family properties, financing risks, potential adverse tax consequences, general economic risks, development risks, long hold periods, and potential loss of the entire investment principal. Past performance is not a guarantee of future results.  Potential cash flow, returns and appreciation are not guaranteed. IRC Section 1031 is a complex tax concept; consult your legal or tax professional regarding the specifics of your particular situation. This is not a solicitation or an offer to sell any securities. DST 1031 properties are only available to accredited investors (typically have a $1 million net worth excluding primary residence or $200,000 income individually/$300,000 jointly of the last three years) and accredited entities only. If you are unsure if you are an accredited investor and/or an accredited entity please verify with your CPA and Attorney.

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