1031 Exchanges

Should I Sell My Rental Property in 2022? Eight Factors to Consider By Austin Bowlin, CPA – Partner at Real Estate Transition Solutions

Rental properties can be a great investment, providing stable rental income and attractive property price appreciation. But for most rental property owners, there eventually comes a time when their financial and lifestyle needs change and no longer align with their property’s performance. When this happens, holding onto an investment property may no longer make sense,…

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1031 Exchanges

1031 Exchange FAQs: Popular Questions from Rental Property Owners By Austin Bowlin, CPA – Partner at Real Estate Transition Solutions

If you are thinking about selling your rental property, a tax-deferred 1031 exchange may be a path to consider. The deferral of taxes resulting from the sale of investment property allows for investors to reposition investment real estate to help meet their objectives while preserving all of their equity so it continues to work for…

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1031 Exchange

Thinking about Selling Your Rental Property? So Are Many California Landlords By: Austin Bowlin, CPA

If you are a California landlord thinking about selling your rental property this year, you are definitely not alone. While owning investment property in the Golden State has its appeal, several factors are motivating many landlords to sell their rental property in 2022: California now leads the nation in outward migration, and the state’s landlord-tenant…

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1031 Exchange

Seven DST 1031 Exchange Terms Every Real Estate Investor Should Know By Betty Friant, Senior Vice President, Kay Properties & Investments

Becoming a serious 1031 exchange real estate investor can involve a significant learning curve. For example, there are many investment terms that every investor should know and understand in order to better understand the nuances surrounding 1031 exchange real estate investments and help find success as an investor. Therefore, we thought it would be a…

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1031 Exchanges

Comparing 1031 Replacement Property: Fee Simple vs. DSTs Austin Bowlin, CPA – Partner at Real Estate Transition Solutions

There are many different reasons why an investment property owner may be considering a 1031 Exchange. As a 1031 Exchange consulting firm, we have found that three of the most common reasons an owner considers doing an Exchange are to capitalize on new opportunities, eliminate active property management, and reduce the risk associated with their…

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1031 Exchanges Investors

Why Real Estate Syndication is Important for DST 1031 Exchange Investors By Matt McFarland, Vice President of Kay Properties

Delaware Statutory Trust (DST) 1031 exchanges have never been more popular, and one of the reasons behind this growth and investor appeal is the power and flexibility of real estate syndication. Real Estate syndication is a major underlying principle for how a Delaware Statutory Trust 1031 investment is structured, and why they continue to grow…

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Private Placement Memorandum (PPM)

The Importance of the Private Placement Memorandum (PPM) for Delaware Statutory Trust 1031 Exchange Investors by Kay Properties

All Delaware Statutory Trust 1031 Exchange real estate investments must be accompanied by a unique Private Placement Memorandum (PPM) as part of its due diligence and marketing presentations. However, even more importantly, all potential investors must make a point to read thoroughly the contents of the PPM in order to get a full picture of…

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1031 Exchange Advisor

Why Work with a Licensed 1031 Exchange Advisor? Austin Bowlin, CPA – Partner at Real Estate Transition Solutions

Austin Bowlin IRC Section 1031 is undeniably one of the most generous sections of the tax code; however, the IRS rules and timing requirements to complete a tax deferred 1031 exchange are stringent. Navigating the 1031 process can be complex and a misstep can result in either a failed exchange or the purchase of replacement property that is not suitable. Experienced real estate…

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