#1031 Property Exchanges

#1031 Property Exchanges to Defer Capital Gains Tax

Section #1031 of the Internal Revenue Code allows investors to defer capital gains taxes that may arise from the sale of a business or investment property.  By using the proceeds of the sale to purchase “like-kind” real estate, taxes may be deferred as long as the investor satisfies certain conditions.  We use industry leaders who offer high quality, multiple-owner, and income producing replacement properties in an exchange.

Additional Reasons to Exchange:

Deferring capital gains taxes are important. Here are a number of other reasons to consider an exchange using a Delaware Statutory Trust (DST) as the qualified vehicle:

  • No burdensome Active Property Management
  • Diversify a real estate portfolio by geography and property type
  • Obtain ownership in Well Managed Properties in good locations
  • Receive a Predictable Cash Flow on one’s equity
  • Simplify Estate Planning to heirs.

To discuss the relevant IRS guidelines, have your questions answered or receive a complimentary 1031 Exchange Analysis using DSTs, call Dieter Thurow at 707-431-8898 or send a confidential email to dieter.thurow@npbfg.com.

Owners of Commercial or Rental Properties lost in the fires, i.e. those subject to Section #1033 Involuntary Conversions, may also benefit from exchanging their insurance proceeds into a DST.