1031 Exchange FAQ
What Is The History of Tax Deferred Exchanging? Tax deferred exchanging has been around a long while. In fact in some form, it has been with us since the 1920s. However, the diffic
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What Is The History of Tax Deferred Exchanging? Tax deferred exchanging has been around a long while. In fact in some form, it has been with us since the 1920s. However, the diffic
So, you’re ready to sell your property and make a 1031 exchange into a DST property. You can almost taste the retirement piña coladas and feel the gentle wind of the golf course
Commercial real estate, long considered an “alternative” asset class, has historically had significant barriers to entry. The cost, lack of widely-accessible property informati
There are a number of potential benefits of exchanging into a Delaware Statutory Trust (DST) 1031 property. It is important to note that these should be carefully weighed with the
DSTS ARE THE FUTURE As the markets continue their recovery in 2013 and beyond, investors face a more challenging tax environment. Federal capital gains taxes have increased from 15
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Real Estate / 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 –These assets 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. Stated tax benefits – Any stated tax benefits are not guaranteed and are subject to changes in the tax code. Speak to your tax professional prior to investing.
All investing involves risk of loss of some or all principal invested. Past performance is not indicative of future performance. There can be no guarantee that any investment or strategy will achieve its stated objectives. Speak to your tax and/or financial professional prior to investing. Securities and advisory services through Emerson Equity LLC, member FINRA and SIPC and a registered investment adviser. Emerson is not affiliated with any other entity identified herein.
