Free 1031 DST E-book

1031 DST – Flipbook

Do you know that Section 1031 of the tax code potentially allows an owner of investment real estate the luxury of deferring, perhaps perpetually, the payment of federal and state capital gains taxes on your real estate sale?

If you have grown tired of the management burden of your real estate investment property or have thought about selling, but did not want to pay the substantial capital gains tax on your highly appreciated property, 1031 exchanges may provide you with the opportunity to sell and reinvest all your equity and relieve yourself of management.

One of the challenges of doing a 1031 exchange is locating a suitable like-kind property in a timely manner. Finding a property that is the proper equity amount, has the right debt structure, and is sufficient size to allow for cost effective, professional property management can be challenging.

Through my access to Sponsors in the business of providing 1031 investment property to the Broker Dealer community there are availability and choices. Moreover, since the property is already acquired by the Sponsor and financing is or is near complete, this helps to reduce the risk of the property not closing.

These 1031 exchange investment opportunities are flexible in the size of the exchange for equity amounts above $100,000, provide management assistance and potentially generate cash flow. You use your realtor to sell your existing property. By working together, we can potentially enhance the value of your investment real estate.

To review the particulars of the concept or any specific situation please call me at 202-413-2432 or contact me.

 

Brochure explaining the basics – Section 1031 Tax Deferred Property Exchange & The Delaware Statutory Trust is available here:

Free 1031 exchange booklet PDF
Download 1031 DST - Flipbook
Testimonials

Our partnership had developed a shopping center in the mid-80s, and in 2002 it was opportune for us to sell. But a straight sale would have meant a tax not only on our gained value, but also on the accrued depreciation — and that would have left next to nothing after taxes. So we knew a 1031 exchange was for us.

Marilee Hill knows the exchange process in detail. And she is constantly in touch with firms offering investment-grade properties specifically structured for exchanges. We ended up with a diversified portfolio, as part-owners of four solid, well-managed income producers: an office park, apartments, a net-leased office building, and another shopping center. And the capital gains tax? Indefinitely deferred.

Jay Silberman

Our tax situation was both complex and difficult. A real professional, truly knowledgeable, was necessary to guide us throught the maze. We are extremely pleased that we met, employed and worked with Marilee Hill. All of our problems were solved, and the results were way beyond our expectations.

G. Raymond and Martha Ellen Bodie
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Schedule a Free Consultation with Marilee Hill

Call 202-413-2432  or Send Your Queries
You’ll Also Receive a Free E-book on 1031 Exchange & DST

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General Disclosure
Not an offer to buy, nor a solicitation to sell securities. All investing involves risk. Past performance is not indicative of future results. Speak to your finance and/or tax professional prior to investing. Information provided on this website is for educational purposes only, and is not a guarantee of performance. Offerings of the type discussed herein are available only via private placement memorandum, and are limited to accredited investors.

Securities offered through Emerson Equity LLC Member: FINRA/SIPC. Only available in states where Emerson Equity LLC is registered. Emerson Equity LLC is not affiliated with any other entities identified in this communication

1031 Risk Disclosure:

There is no guarantee that any strategy will be successful or achieve investment objectives;

Potential for property value loss – All real estate investments have the potential to lose value during the life of the investments;

Change of tax status – The income stream and depreciation schedule for any investment property may affect the property owner’s income bracket and/or tax status. An unfavorable tax ruling may cancel deferral of capital gains and result in immediate tax liabilities;

Potential for foreclosure – All financed real estate investments have potential for foreclosure;

Illiquidity – Because 1031 exchanges are commonly offered through private placement offerings and are illiquid securities. There is no secondary market for these investments.

Reduction or Elimination of Monthly Cash Flow Distributions – Like any investment in real estate, if a property unexpectedly loses tenants or sustains substantial damage, there is potential for suspension of cash flow distributions;

Impact of fees/expenses – Costs associated with the transaction may impact investors’ returns and may outweigh the tax benefits.

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M. A. Hill