Postpone the capital gains from your current sale by investing in one of our exclusive properties. Tax-deferred exchanges require specific terms for completion, but they don’t have to be complicated. Whether this is your first time doing an exchange or you’ve done multiple, our team has the experience and resources to assist you through the entire process.

Let’s look at a few examples:

  • Different asset class – Commercial property can be exchanged for residential property and residential property exchanged for commercial. Additionally, any asset class is like-kind to any other asset class so a retail center can be exchanged for industrial, multi-family, hospitality, or one or more single family homes.

  • Triple net (NNN) leased property – Investors looking for commercial property with less management responsibility can trade into a property with a triple net lease. A triple net leased building has an investment grade tenant who is obligated to pay all expenses related to the property including real estate taxes, insurance, and maintenance.

  • Delaware Statutory Trust (DST) - A DST investment is typically a real estate investment that is held in a special entity called a Delaware statutory trust.

  • Vacant lot versus income producing - Unimproved property is like-kind to improved property, so vacant land can be exchanged for income producing residential or commercial rental property.

  • Long term Leasehold – A lease with at least 30 years remaining (including extensions) is like kind to a fee interest.