Investor challenge met: Addressing the property owner’s dilemma with a 1031 exchange

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Investor challenge met: Addressing the property owner’s dilemma with a 1031 exchange

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The data is clear: wealthier households own more property, particularly investment real estate, which means the investors most likely to benefit from a 1031 exchange may already be in your book¹. 

Whether it’s the retiring business owner who no longer needs the commercial property tied to their enterprise, the landlord who is exhausted by the demands of day-to-day property management, or the legacy-minded client who wants to pass the value of appreciated real estate to their children without triggering an immediate tax bill, these conversations are likely already happening in your practice. 

In this session, we will walk through client scenarios to help you recognize those investors in your existing relationships and give you the language and framework to start the conversation with confidence. 

Key Takeaways:

• The core mechanics of a 1031 exchange and why understanding the timeline and structure is essential to guiding clients effectively 
• The client signals hiding in plain sight, property management fatigue, capital gains anxiety, estate planning goals, that point toward a 1031 exchange as a natural fit 
• A practical framework for identifying property-owning investors already in your book and the key discovery questions that open the door to a meaningful planning conversation 

1: Source: Cerulli, U.S. High-Net-Worth and Ultra-High-Net-Worth Markets 2024 

Madelyn Palomeque 

Vice President, Alternative Investments, 1031 Specialist  

Nuveen

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Madelyn Palomeque 

Vice President, Alternative Investments, 1031 Specialist  

Nuveen

Samantha Geddes

Vice President, Alternative Investments  

Nuveen

×

Samantha Geddes

Vice President, Alternative Investments  

Nuveen

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FOR FINANCIAL PROFESSIONAL AND/OR INSTITUTIONAL USE ONLY. NOT FOR PUBLIC DISTRIBUTION AND NOT FOR USE BY RETAIL INVESTORS

This material is not intended to be a recommendation or investment advice, does not constitute a solicitation to buy, sell or hold a security or investment strategy, and is not provided in a fiduciary capacity. The information provided does not take into account the specific objectives or circumstances of any particular investor, or suggest any specific course of action. Financial professionals should independently evaluate the risks associated with products or services and exercise independent judgment with respect to their clients.

Investing involves risk, principal loss is possible. Alternative investments, including investments in real estate investment trusts, 1031 UPREIT programs and Delaware Statutory Trusts, are speculative and involve a high degree of risk, including risk of loss of entire investment. Alternative investments such as those described herein involve complex tax structures and investment strategies, contain restrictions on transfer and are illiquid with no secondary market, and may be subject to high fees and expenses, which will reduce profits. There can be no assurance that any alternative investment program’s objectives will be achieved.

Diversification does not assure performance or protect against loss. This material does not constitute tax advice. Investors should carefully consider the tax implications of these kinds of transactions. Operating partnerships issue K-1s for tax reporting purposes. Return of capital, depreciation and deductibility of distributions may vary compared to common REIT shares. The tax implications of these kinds of transactions, as well as the structuring required to implement them, are complex. Investors should consult with their tax professionals to understand the tax implications for their specific situations.

This communication includes a brief and general description of Section 721 and Section 1031 of the Internal Revenue Code. Transactions structured pursuant to these provisions are complex. All investors should consult their own tax advisors regarding the structuring of these transactions and their tax consequences as applicable to their particular circumstances.

Tax rates, along with IRS and Social Security Administration regulations are subject to change at any time, which could materially affect the information provided herein. The TIAA group of companies, including Nuveen, does not provide legal or tax advice. Please consult with your personal legal or tax advisor regarding your personal circumstances.

Nuveen, LLC provides investment solutions through its investment specialists. Nuveen Securities, LLC, member FINRA and SIPC.

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