FREE 30-MINUTE721 Exchange Consultation

Speak with a 721 Exchange (UpREIT) Specialist ➡️

A 721 Exchange (UpREIT) allows investment property owners to convert real estate into REIT shares while deferring capital gains taxes, gaining liquidity, and diversifying their portfolio. It provides access to institutional-grade investments and offers steady passive income without active property management. Non-institutional investors can participate by first using a 1031 Exchange into a Delaware Statutory Trust (DST), then upgrading to a REIT via a 721 Exchange, creating a flexible, tax-efficient, and passive investment strategy.

Frequently Asked Questions

What is a 721 Exchange, and how does it work?
How does a 1031 Exchange transition into a 721 Exchange?
How can I convert my real estate into REIT shares without selling?
Is a 721 Exchange the right exit strategy for my investment?
What are the pros and cons of contributing property to a REIT?

About Real Estate Transition Solutions

Real Estate Transition Solutions is a real estate investment firm specializing in tax-deferred 1031 and 721 Exchange strategies and options. For over 27 years, we have helped investment property owners understand, select, and acquire suitable 1031 Exchange and 721 UpREIT opportunities that meet both their financial and lifestyle objectives. Our approach is grounded in education, transparency, and above all, putting the best interest of our clients first. We are agnostic to the type of replacement property selected by our clients and base our recommendations entirely on their objectives and what they seek to accomplish.

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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.