HOW CAN WE HELP?
Are your clients about to get hit with capital gains taxes from the sale of their investment property?
Would they like to defer their tax burden, but they don't want to be landlords anymore?
Are they also looking for steady income (5% annually or more) with the sales proceeds?
It is no longer necessary to purchase a Replacement Property in order to qualify for a 1031 Exchange.
We can offer your clients an easier alternative to the "traditional" 1031 exchange, and also offer high-yield (5% or more) passive income with the sales proceeds.
As a Real Estate Professional, CPA or Attorney, you are often the first to know that your clients are planning to sell investment property, and sometimes there can be a substantial tax hit waiting for them.
Our team of Financial Professionals can discuss the lesser-known alternative to the "traditional" 1031 Exchange; the Delaware Statutory Trust (DST).
With a DST:
1. There is no need to search for a Replacement Property;
2. The DST qualifies as a "like kind" replacement;
3. There is no need to schedule a complex closing with Title Companies, Attorneys, Sellers, etc.;
4. Simple purchase process; it's as easy as buying a mutual fund;
5. Attractive yields that are competitive with cap rates from Replacement Properties;
6. We work with you as a member of your team, offering our services to benefit your clients.
Generous introduction fees are offered where permitted.
Give us a call at (775) 7-RETIRE or (775) 773-8473 so that we can discuss the options available to your clients.