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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What is a Delaware Statutory Trust and Why Are So Many Real Estate Investors Interested in Them? | Matt McFarland &Thomas Wall

We recently attended an apartment owners tradeshow and were surprised to hear many experienced investment property owners ask us the same questions throughout the afternoon. That’s why we thought it might be a good idea to write about what exactly were the three most commonly asked questions we heard during that conference that relate to…

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Eliminate Tax for Beneficiaries with a 1031 Delaware Statutory Trust

Investment property owners have many considerations when estate planning.  The financial and lifestyle objectives of investment real estate owners change as they enter new chapters of life. Many of the property owners we work with no longer want to spend time managing tenants, addressing new regulatory issues and paying for large capital projects. What they…

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