— Tax-Deferred Real Estate
Preserve Wealth. Defer Taxes.
Reinvest with Purpose.
A 1031 exchange allows investment property owners to defer capital gains taxes by reinvesting the proceeds from the sale of qualifying real estate
into like-kind replacement property. More than a tax-deferral strategy, a properly planned exchange can help investors preserve capital, generate passive income, diversify holdings, reduce management responsibilities, and reposition their portfolios to better align with long-term financial goals.
A Century of Tax-Deferred Investing
Since 1921, Section 1031 of the Internal Revenue Code has empowered real estate investors to defer capital gains taxes by reinvesting in like-kind property. The principle is simple: preserving investment capital encourages continued reinvestment, economic growth, and long-term wealth creation. We help investors leverage this time-tested strategy with confidence and precision.
Our Specialized Investment Solutions
Delaware Statutory Trusts (DSTs)
A Delaware Statutory Trust (DST) is a legal entity established under Delaware law that allows multiple investors to own fractional beneficial interests in institutional-quality real estate. When properly structured, a DST qualifies as like-kind replacement property for purposes of a 1031 exchange under IRS Revenue Ruling 2004-86.
A DST enables investors to defer capital gains taxes while transitioning from active property ownership to a passive investment. Rather than purchasing and managing an entire property, investors own a beneficial interest in a trust that holds one or more commercial real estate assets. The properties are professionally managed by an experienced real estate sponsor, allowing investors to receive potential income and participate in any appreciation without the responsibilities of day-to-day management.
721 UPREIT Exchange
A 721 UPREIT exchange is a tax-deferral strategy that allows a real estate owner to defer capital gains taxes by contributing property to an Umbrella Partnership Real Estate Investment Trust (UPREIT) in exchange for Operating Partnership (OP) units, rather than selling the property outright.
Unlike a 1031 exchange, which requires purchasing replacement real estate, a 721 exchange allows investors to eventually transition into a diversified REIT while maintaining tax deferral.
For many high-net-worth investors—particularly those who are tired of active property management—a 721 UPREIT can serve as a long-term exit strategy that preserves tax deferral while providing institutional diversification, professional management, and the potential for greater liquidity.
Tenant-In-Common (TIC)
A Tenant in Common (TIC) is a form of fractional real estate ownership in which multiple investors each hold a direct, undivided ownership interest in the same property. In a passive syndicated investment, each investor owns a percentage of the real estate while a professional sponsor or asset manager oversees the property’s day-to-day operations.
Triple Net Lease (NNN) Properties
A Triple Net Lease (NNN) property is a commercial real estate investment in which the tenant is responsible for paying virtually all the property’s operating expenses – taxes, maintenance, insurance – in addition to rent.
As a result, the property owner receives a relatively predictable stream of rental income with minimal management responsibilities.
Our Approach
Discover
We begin by understanding your financial goals, tax considerations, risk tolerance, and long-term objectives.
Design
We evaluate institutional-quality investment solutions and build a strategy tailored to your unique circumstances.
Implement
We coordinate every aspect of the investment process, from due diligence through execution, with precision and care.
Steward
Your strategy evolves as your life evolves. We provide ongoing guidance, monitor progress, and make thoughtful adjustments as your needs and opportunities change.
Is a 1031 Exchange Right for You?
A 1031 exchange may be an ideal solution for investors looking to defer capital gains taxes, transition away from active property management, diversify concentrated real estate holdings, preserve equity, or position wealth for future generations.
