How Much Does it Cost to Do a 1031 Exchange?

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Turn-Key Single Family

Rented, managed and performing single family rentals nationwide.
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Delaware Statutory Trust

No management, diversification, AAA sponsored properties nationwide.
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Triple Net Lease

Steady income, Fortune 500 corporate tenant, Managed by corporate tenant.
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Cash Out

No tax AND money in your pocket – Up to 87% of equity invested.
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Oil and Gas

Higher Returns, diversification out of real estate assets.
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Move in to Your Investment

Want a home for retirement? Looking for a future vacation property?
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Turn-Key Single Family

Consider buying turn-key single family real estate that is rented, managed and appreciating! There are firms that offer a way to take advantage of fairly liquid investment properties that you own and they manage.These firms take the effort out of finding undervalued properties, renting and managing the properties, and so most of the guess work is gone. They provide a hands off investment for the investor., although you will still have the basic risks associated with owning real estate.

Bottom Line: If you work with a firm that offers product in areas you like, have a comfort level with a third party firm managing your real estate, this is a good way to go.

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Delaware Statutory Trust

The sponsor typically finds, manages and offers shares to investors who need to qualify under SEC rules as accredited investors. The properties are typically in retail centers, drug stores, commercial-type offices and medical complexes. They offer a diverse range of investments. Invest in a commercial property. Own a share or fractional Interest managed by a sponsor often with a Fortune 500 tenant and long term lease in place. Properties are usually multi-family, retail centers, office buildings. These investments provide a commercial investment immediately, reduced involvement in management, a steady return for an investment of as little as $25,000 on up. Typically referred to as tenant in common, these investments are now more regularly held in a Delaware Statutory Trust that issues shares in the trust. The IRS has confirmed these shares qualify as “like kind” 1031 exchange qualifying property.

Bottom Line: A good way to go if you want long term stable income from a lease with a Fortune 500 company, but cannot afford to purchase the entire building.

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Triple Net Lease

Triple Net Leases (NNN) Real estate investors usually consider triple net properties as a high-quality investment because they are one of the most secure due to the fact that they sell quickly based on tenants who and are highly qualified and credit-worthy. When investing in a Triple Net Lease (NNN), the tenant pays all the ongoing operating expenses, property taxes, utilities, insurance premiums, maintenance, and repairs! Meanwhile, you (the landlord) collect monthly net rental income (after your mortgage payment) the same as with a traditional real estate investment. These leases are normally extended over the long term because financially strong corporate entities (i.e. Wal-Mart, Office Depot, CVS drug stores, Jiffy Lubes, Jack-in-the Box, etc.) guarantee a long term period of 10 to 25 years.

Bottom Line: A Triple Net Lease is ideal for an investor wanting to avoid management intensive rental property. Instead of selling and then reinvesting…1031 exchange into your new investment and bypass the capital gains tax, which gives you the ability to roll over all of your gain thereby improving your return in a higher grade, stable, triple net investment.

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Cash Out

You are always able to refinance your property once you complete an exchange and thus gain access to tax free money in the form of loan proceeds. Most lenders will allow you to take 50-65% loan to value from your investment in refinance proceeds. You can also invest in properties offered by a sponsor, that have properties tenanted by major insurance companies or the US government with 25 or longer leases. You will receive shares in the building & can refinance up to 87% of the cash out without paying any taxes. Learn more.

Bottom Line: You are always able to refinance cash out of exchange investment property. That lets you have your cake and eat it to. A tax free sale and money in your pocket!

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Oil and Gas

Many investors interested in 1031 exchanges are unaware that numerous oil and gas programs are of “like-kind” to all other 1031 replacement property. This is made possible because real estate ownership can include mineral rights, at a fractional interest of a long term lease,(greater than 30 years) which allows investors to exchange tax free from any investment property to an oil and gas property.

In other words, you can exchange a working or royalty interest for another working or royalty interest or even a hotel or office building. Oil and gas interest have several very attractive characteristics. For one, the demand for oil and gas is virtually unawavering, there are always vehicles to fuel, homes and heat, and power to be generated using oil and natural gas. Also, in many of the oil and gas deals, there are limited closing costs or additional fees to consume part of your investment. Finally, oil and gas investments have a significant upside in respect to returns.

Bottom line: A 1031 exchange into an oil and gas property is ideal for the mind to late earning career investor. This type of investor becomes attracted to exchanging into oil and gas rights because of the potential returns, lack of any maintenance requirements, and the diversification opportunities.

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Move in to Your Investment

Want a home for retirement? Looking for a future vacation property? Buying a place for kids to use in college? All of this is doable if you follow the time line and the rules.

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