Real Estate & 1031 Exchanges

Real Estate

Many of today's investors are looking for Assets that:

  • Produce stable income
  • Have potential for capital appreciation
  • Are not correlated with the stock and bond markets
  • Improve portfolio diversification with reduced risk and increased returns
  • Are efficient for both IRA and cash investments
  • Do not require investor management

An ever increasing number of investors are looking to Public Non-Traded REITs to provide these potential benefits. These public Non-Traded REITs typically buy institutional grade properties with credit tenants, which may provide stability of income and excellent growth potential. Public Non-Traded REITs raise capital to purchase properties, professionally manage these properties to create cash flow for their investors, then prepare the portfolio for a future favorable sale. It is the intention of these REITs to provide their investors with stable income and future capital appreciation.

Public Non-Traded REITs feature high-quality investment-grade real estate such as:

  • Necessity Retail Centers (Grocery, Drug, Home Improvement)
  • Single-tenant retail buildings
  • Multi-family complexes
  • Office buildings
  • Industrial Parks
  • Medical Offices
  • Self Storage compounds

A Public Non-Traded REIT has several exit options:

  • The entire portfolio may be sold (to a pension fund, insurance company, public-traded REIT, etc)
  • Properties may be sold one at a time
  • The REIT can list on a public exchange
  • The REIT's manager will choose the most appropriate and profitable method of liquidation for its investors   

 

1031 Exchanges

Many of the baby boomers turning 60 every year are concerned about making informed decisions concerning investments. Some of the important choices they will make will be about their real estate investments. Some have prospered with the appreciation in their real estate holdings over the years and want to preserve the value of their assets for themselves and their families. Some real estate owners are tired of management responsibilities and tenant issues, and would like to be invested in real estate providing opportunities for additional rental income.

Selling real estate today for potential increased income, reduction of daily management responsibilities, and higher investment grade properties and tenants can make a lot of sense, but one should plan for all aspects of the possible sale beforehand. In some cases, 1031 tax-deferred exchanges, providing potential income tax deferral, can preserve the value of real estate investments. At the same time, it is very important to understand all cost costs, fees, and expenses associated with any planning technique.

 

Click on the image below to learn more:

 

 

 

 

 

 

 

 

 

 

 

We have an entire website dedicated to 1031 exchanges, please click the image below and the DST-Learn More tab once inside for more information: