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Real Estate Wealth
Without Forced Trade-Offs
When real estate creates tax pressure, complexity, or management fatigue—planning matters.
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Success in Real Estate Often Creates New Constraints
Capital gains, 1031 deadlines, management burdens, and concentration risk can limit flexibility and clarity.
Strategic Real Estate Transition Planning
We help real estate investors evaluate 1031 exchanges, DSTs, and integrated tax strategies—balancing income, diversification, and long-term goals.
What Happens if You Miss a 1031 Window?
If you miss the 1031 exchange deadlines—45 days to identify replacement properties and 180 days to complete the purchase—the exchange fails and the transaction becomes fully taxable. This means any capital gains, depreciation recapture, and applicable state taxes are due in the year of sale, potentially creating a significant and unplanned tax bill.
Once the window closes, the opportunity to defer taxes on that sale is irrevocably lost. Careful planning and execution are critical when pursuing a 1031 exchange.
Understanding Your Real Estate Transition Options
1031 Exchange
Defers capital gains & depreciation recapture taxes
Strict IRS timelines must be met
Requires reinvestment into like-kind real estate
DST
Passive ownership in institutional-grade real estate
No day-to-day management responsibilities
Often used to complete or diversify within a 1031 exchange
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Sell & Reinvest
Triggers taxes but unlocks liquidity & flexibility
Can support income, legacy, or risk-management goals
Allows reallocation into diversified investment strategies
General 1031/TIC risks include potential for property value loss, change of tax status, potential for foreclosure, Illiquidity, impact of fees and expenses, reduction or elimination of monthly cash flow distributions, and loss of management control.Alternative investments products are typically illiquid, long-term in nature, and may involve higher risk than traditional investment vehicles.
Alternative investments products are intended for accredited investors only and is not a solicitation to the general public. Investors are encouraged to read the Private Placement Memorandum before making a financial decision on these types of investments.
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