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1031 Exchange Rules

Personal Use of 1031 Replacement Property

Personal Use of 1031 Replacement Property

1031 Exchange Rules / By Austin Bowlin, CPA

Share on facebook Facebook Share on twitter Twitter Share on linkedin LinkedIn Share on email Email Is it okay to use replacement property for personal use? “Can I exchange into a property and use it for personal use?” We frequently field this question from investment property owners, especially those who have owned investment real estate …

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1031 Exchange deadline extension for COVID-19

Is COVID-19 Putting Your 1031 Exchange at Risk?

1031 Exchange Rules / By Austin Bowlin, CPA

Share on facebook Facebook Share on twitter Twitter Share on linkedin LinkedIn Share on email Email Don’t let uncertainty in the market mean uncertainty for your Exchange. Given the impacts of Covid-19 and the required shelter-in-place orders, investment property owners pursuing a 1031 Exchange Fee-Simple replacement property may have a difficult time closing on their replacement property …

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DST Risks, Fees, Rules & Restrictions

DST Risks, Fees, Rules and Restrictions

1031 Exchange Rules, Delaware Statutory Trust / By Roger Bowlin

Investing in a beneficial ownership interest of a Delaware Statutory Trust carries many of the same risks as investing in direct ownership of real estate property. Due to the structure of the DST as a passive ownership entity, a beneficial ownership interest in a DST presents additional consideration that the investor should be aware of.

1031 Exchange Insurance

What is “Exchange Insurance” and How Can it Be Used?

1031 Exchange Rules, Delaware Statutory Trust, Tax Savings / By Roger Bowlin

Share on facebook Facebook Share on twitter Twitter Share on linkedin LinkedIn Share on email Email Real estate investors regularly hear the adage “money is made on the buy” preached by fellow investors, brokers and experts alike. If so, how does it make sense that market conditions can both simultaneously support the sale of a …

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The information herein has been prepared for educational purposes only and does not constitute an offer to purchase or sell securitized real estate investments. Such offers are only made through the Sponsor’s Private Placement Memorandum (PPM) which is solely available to accredited investors and accredited entities. DST 1031 properties are only available to accredited investors (generally described as having a net worth of over $1 million dollars exclusive of primary residence) 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.

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, potentially adverse tax consequences, general economic risks, development risks, long hold periods, and potential loss of the entire investment principal. Potential cash flows/returns/appreciation are not guaranteed and could be lower than anticipated. Diversification does not guarantee a profit or protect against a loss in a declining market. It is a method used to help manage investment risk. Because investor situations and objectives vary this information is not intended to indicate suitability for any particular investor. This material is not to be interpreted as tax or legal advice. Please speak with your own tax and legal advisors for advice/guidance regarding your particular situation.

Securities offered through Aurora Securities, Inc. (ASI), member FINRA/SIPC. Advisory services through Secure Asset Management, LLC (SAM), a Registered Investment Advisor. ASI and SAM are affiliated companies. Real Estate Transition Solutions (RETS) is independent of ASI and SAM. To access Aurora Securities’ Form Customer Relationship Summary (CRS), please click HERE. For Secure Asset Management’s Form CRS, click HERE. Real Estate Transition Solutions, ASI, and SAM do not offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstances.

Client examples are hypothetical and for illustration purposes only. Individual results may vary.

This site is published for residents of the United States only. Representatives may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined. Not all services referenced on this site are available in every state through every advisor listed. For additional information please contact 888-755-8595 or email info@re-transition.com.

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