1031 Advisors

How to Select a Financial Advisor

Navigating a 1031 exchange requires expertise and selecting the right financial advisor is critical. Here are key factors to consider when choosing your 1031 financial advisor: Proven Track Record Matters Seek an advisor with a proven track record specializing in 1031 exchanges not just general financial planning. Focus on Like-Kind Exchanges Look for decades of focus on like kind exchanges Corcapa's 20 plus years ensures deep knowledge. Master Replacement Options A skilled advisor should master replacement property vehicles: Delaware Statutory Trusts, Tenants in Common and 721 UpREITS tailoring them to your goals. Tailored to Your Investment [...]

Diversify your Portfolio With 1031 DSTs

Many investors encounter a wide variety of recommendations regarding what they should and shouldn’t do with their portfolios. Everyone has heard the expression “Don’t put all your eggs in one basket,” and for property investors in particular, this phrase should be near and dear. In less metaphorical terms, diversify your real estate investment portfolios.

DST Advisors – Finding the Right One

Finding the right DST Advisor for your 1031 Exchange can make or break your investments. When it comes to finding the right investments and meeting deadlines to maintain the eligibility of your exchange, it is absolutely crucial to find an advisor that has the drive to get to know you, and provide suitable investment opportunities.

How to Do A Successful 1031 Exchange

In short, Section 1031 of the Internal Revenue Code allows property owners to defer their capital gains tax by exchanging their property for “like-kind real estate” (also known as replacement property) with the proceeds from their sale. This strategy is a powerful tax deferment method that many successful investors in the United States utilize – but it is still quite tricky to navigate due to the many rules that must be followed.