Tax deferred exchange
1031 UPREIT Program
Let’s explore how a 1031 UPREIT program works and the benefits.
Tax deferred exchanges
Many property owners reach a point where they no longer want to manage a real estate investment, yet selling appreciated property triggers a significant tax bill while ending the investment benefits they’ve enjoyed.
Tax-deferred exchanges enable accredited investors to exchange investment property for passive, real estate interests aiming to produce income on a tax deferred basis. This strategy helps investors preserve wealth, maintain real estate exposure, and even pass assets to heirs more tax-efficiently , making it a powerful tool for financial professionals to address a common and costly client pain point.
Investor toolkit
Tax-deferred exchanges: A sophisticated solution for property owners
When property owners sell appreciated real estate, they generally incur taxes on the gains in the year the property is sold.
A multi-year approach makes the most of tax smart strategies
Taxes can significantly erode your investment returns, but strategic multiyear planning can help you keep more of your gains.
