ABOUT 1031s

A PROPERLY STRUCTURED 1031 EXCHANGE

1031 EXCHANGES

Dating back to 1921, Internal Revenue Code §1031 allows investors to defer capital gains tax on the sale of an investment property by deploying the proceeds into a qualified replacement property(ies). What once began with the swapping of horses and land amongst property owners, the definition of today’s “like-kind” exchange has expanded significantly. The term “like-kind” refers to the nature or character of the property, rather than it quality or grade. Property that is held for business or investment purposes will typically qualify.


Here are some examples:

Healthcare & Medical

Coops & Condos

Student Housing

Multifamily Apartments

Retail Centers

Industrial Warehouses

To achieve maximum tax deferral benefit in a 1031 exchange, certain timelines and requirements must be met:

Engage a Qualified Intermediary (QI) prior to sale of the investment property to hold the 1031 funds in escrow

Identify potential replacement property(ies) within 45 days after the sale of the relinquished property

Close on the replacement property(ies) within 180 days after the sale of the relinquished property

Match an equal or greater amount of debt on the replacement property(ies)

Reinvest 100% of the net sales proceeds into the selected replacement property(ies)

THE SEARCH FOR WELL-MANAGED, CASH-FLOWING BUILDINGS.

Our mission is to help members invest with confidence. We only consider deals that pass our stringent due diligence process, and offer investors full visibility into every opportunity on our platform.

We look for well-leased properties or those with leases in hand.

We do not invest in non-cash flowing investments such as ground-up construction or raw land.

We only work with select real estate partners with proven track records and experience managing assets.


ACCESS AND MORE


OUR BELIEFS

  Discerning investors should have access to institutional-quality real estate opportunities.

  Investing in real estate offers a smart way to meet diversified portfolio goals.

  Investors should have access to dedicated service and licensed investment professionals.

  Human intelligence should validate technology.


OUR PROMISES

  Prioritize investor protection with thorough processes, and tried-and-true business sense.

  Adhere to our strict fundamentals, including investing in properties that are well-leased or have other appealing attributes.

  Maintain a fully dedicated asset management team who supports each transaction through its lifecycle starting with the initial investment.

  Continue investing in data and technology to vet each deal.

We work exclusively with premiere sponsors, aligning our core values with our clients’ wellbeing.

VETTED, TIER-ONE SPONSORS

The members of your 1031 real estate advisory circle should be upstanding and reputable. Do not fall for smoke and mirrors or unrealistic promises! Choose a DST sponsor that will have your back, and do the right thing even in the toughest of times.

WHO WE ARE

A fusion of talents developed by a Web Designer, a Coder, an Informatics Teacher and a Communications Specialist.


LEADERSHIP TEAM

Robert Pecha

Dany Martin

Dany Martin