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, including the interim step, you receive the benefits of deferred capital gains taxes, stable passive income, and a professionally managed, diversified portfolio of dependable real estate.
Our advisors are experts in navigating this process.
Fill out the form today to learn more.
Questions? Call Us: (866) 508-5511
LET'S GET STARTED
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
As Seen In
