1031 EXCHANGE TO TRANSITION INTO A REIT
You can use a 1031 exchange to eventually become a REIT investor, even though you cannot directly 1031 exchange into a REIT.
First, you 1031 exchange to reposition into a portfolio that is part of a REIT's acquisition pipeline. Once that portfolio is acquired, use an even simpler tax-deferred exchange to convert your shares into a REIT investment.
Throughout the whole process, you receive the benefits of deferred capital gains taxes, stable passive income, and a professionally managed, diversified portfolio of dependable real estate.
CONNECT WITH AN ADVISOR
One of our trusted advisors will reach out after you fill out the form. We work exclusively with accredited investors actively preparing for a 1031 exchange — if that's not you, this form may not be the right fit at this time.
BENEFITS OF REIT INVESTMENTS
STABLE PASSIVE INCOME
- Dependable Scheduled Distributions
- Diversified Portfolios with Expansion Potential
- Greater Liquidity than Standard Real Estate Investment
DEFER CAPITAL GAINS TAXES
- Tax-Deferred Exchange Process into REIT
- Greater Liquidity for Easier Estate Planning
- Step-up in Basis Available REIT Transition
NO HANDS-ON MANAGEMENT
- Professional Management of Stable Real Estate
- Benefit from Geographic Diversity
- Low Chance of Surprise Expenses
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