1031 Exchange Rules & Resources
Download our FREE guides to learn more about 1031 Exchanges, how they work, and 1031 Exchange rules. And don’t forget to check out our blog articles below to stay on top of different 1031 Exchange options and investor tips.
1031 Exchange FAQ
Here are a handful of frequently asked questions related to 1031 exchanges. See our 1031 Exchange FAQ to learn more.
As defined by the SEC, an accredited investor is an individual who has either a $1 million net worth excluding their primary residence or $200,000 of income individually or $300,000 joint income for each of the last two years with a reasonable expectation for the same in the current year.
DSTs are held for anywhere between 3 – 10 years. Should investors want to exchange out of the property, conservatively, the DST property should be held for a minimum of two years. Typically, the DST loan’s prepayment penalties become palatable after year 3. DSTs with debt in place are not allowed to refinance, as such with 10-year fixed rate commercial debt, 10 years becomes the maximum hold period.
Should you be interested in selling your position in a DST, there is a mechanism to do so. However, it cannot be guaranteed that you will be able to sell the DST investment, nor receive your entire investment back unless the market conditions support it.
1031 Blog Articles
1031 Exchanges have become increasingly popular with savvy real estate investors looking to reduce tax, transition to passive management, and maximize return potential on investment equity. Learn more about 1031 Exchange rules and strategies to help you plan the transition with your investment property.
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
Remember, it’s the punch you Do Not see coming that knocks you out… It is no secret that in Seattle and the greater Puget Sound, real estate has been a major success story over the past 10 years.
Investment property owners have many considerations when estate planning. As time passes and new chapters of life begin, investment real estate owner’s financial and lifestyle objectives change. We often work with owners who no longer want to spend
We often discuss risk with property owners and write about risk in The Owner’s Advocate. Our goal is not to instill unnecessary fear or say the “sky is falling”. Instead, our goal to have an honest conversation where