1031 Exchange Program

Multifamily and other residential investment properties have proven to be a reliable asset class, known for their resilience during economic downturns and periods of volatility. A significant portion of our clientele, who are primarily focused on multifamily investments, prefer to maintain their holdings within this sector by utilizing a 1031 exchange to roll their capital into new apartment deals.

Our team has a strong history of facilitating successful exchanges from one multifamily property to another, enabling our clients to pursue various objectives. Whether they are seeking larger properties with a greater number of units, improved cash flow,  new depreciation, opportunities in newer construction projects, or better locations, we have consistently delivered favorable outcomes.

A triple net lease, also known as triple-net or NNN lease, pertains to a specific type of commercial real estate lease in which the tenant or lessee assumes full responsibility for property expenses. This includes real estate taxes, building insurance, maintenance costs, as well as rent and utilities. To alleviate the burdens of day-to-day management associated with owning and operating investment real estate, many of our clients choose to exchange into secure, long-term triple net properties.

To assist our clients in identifying suitable NNN exchange properties, we leverage an extensive network of agents specializing in net leases across the United States. Through this network, we can connect our clients with opportunities that align with their investment objectives and provide them with a hassle-free ownership experience for their 1031 exchange.

A Delaware Statutory Trust (DST) is a structure for real estate ownership that enables multiple investors to acquire fractional interests in the trust's holdings. Through this arrangement, professional real estate operators, known as DST sponsors, can acquire high-quality institutional real estate and subsequently sell partial interests in the trust to buyers engaged in 1031 exchanges. DSTs provide investors with the chance to passively invest in institutional real estate deals, enjoying monthly cash flow distributions and depreciation benefits.

Our team maintains direct partnerships with numerous prominent DST sponsors and brokers across the country. This allows us to provide our clients with access to a wide range of opportunities and expert guidance in navigating the DST investment landscape.

Industrial commercial properties refer to real estate assets that are primarily used for industrial purposes, such as manufacturing, warehousing, or logistics. These properties serve as the operational hubs for businesses involved in various industries. Many investors find industrial commercial properties appealing due to their potential for long-term stability and consistent income generation.  As an investment option, industrial commercial properties offer several advantages. They often have longer lease terms, providing a stable income stream for investors. Additionally, the demand for industrial spaces remains strong, driven by the growth of e-commerce, supply chain expansion, and other industrial sectors. This demand helps ensure a high occupancy rate and potentially attractive returns.  

Our team specializes in assisting clients interested in industrial commercial property investments for their 1031 exchange. We work closely with industry professionals, including developers, brokers, and property managers, to identify lucrative opportunities that align with our clients' investment goals. By leveraging our extensive network and expertise, we aim to provide our clients with valuable insights and guidance throughout the investment process.

Healthcare properties encompass a diverse range of real estate assets specifically designed and dedicated to providing medical and healthcare services. These properties include hospitals, medical office buildings, outpatient clinics, assisted living facilities, and other healthcare-related facilities. Investing in healthcare properties can offer unique opportunities for investors seeking stable income and potential long-term growth.

Healthcare properties are often characterized by strong demand and a stable tenant base. The healthcare industry is driven by the essential need for medical services, creating a consistent demand for healthcare facilities. Additionally, demographic trends, such as an aging population and increasing healthcare needs, contribute to the long-term viability of healthcare properties as an investment class.

Our team specializes in assisting clients interested in healthcare property investments for their 1031 exchange. We collaborate closely with healthcare real estate experts, developers, and operators to identify promising opportunities within the sector. Through our extensive network and industry knowledge, we aim to provide our clients with comprehensive support in navigating the healthcare property market and making informed investment decisions.