1031 Exchange Strategies

If there was a way to...

Access an IRS Incentive to

Boost your Real Estate

Investments and

Increase Your Earnings!

You would probably want to know about it!

A 1031 Exchange can permit you to...

I. GET CASH OUT!

— It's a "Myth" that You CAN'T CASH OUT from a 1031 Exchange —

—  TAX-REDUCED CASH OUT —

For Greatly Reduced Tax,

Set up a Partial 1031 Exchange to Take Out Cash (or credit) “BOOT”

(Boot is indeed Taxable, but with a 1031, if your Boot is only 20% of the Sale Price,

You pay only about 20% of the Total Tax that would be payable in a Sale,

so the Substantial Tax on the remaining 80% Gain will be Deferred!

or,

—  TAX-FREE CASH OUT BEFORE —

Plan well in advance of closing

to borrow cash on the Equity of the Property

you may later "Relinquish";

then, Pay off the Loan at the Sale Closing!

or,

— TAX-FREE CASH OUT AFTER —

Exchange Your Property for Property Better Suited as Collateral;

then, make an Equity Loan AFTER Closing!

II. SEIZE AN OPPORTUNITY 

— Buyers' Offer —

Quickly take advantage of a Buyer’s Offer on your property;

then,

Re-Invest in a More Desirable Investment or Business Property.

or,

— Option Property —

Option the Property You Want to Acquire

until you Get a Contract to Sell your Property;

then, do a 1031.

or,

— Structure Reverse Exchange —

Structure a Reverse Exchange

to get the Replacement Property BEFORE You Dispose of Yours.

III. INCREASE CASH FLOW

— Convert to Rental Property —

Your Unused Residence or Vacation Home

could be Converted to Rental Investment Property;

and, later Replaced in a 1031 Exchange

or.

— Receive BETTER INCOME —

Exchange LESS Productive Real Estate for Property

with MORE Cash Flow or Better Tenants!

IV. GET BETTER APPRECIATION

— More POTENTIAL Growth —

Re-locate Investments

to Areas of Greater Potential Appreciation in Value

or,.

— LEVERAGE Tax Savings —

Re-Invest your Tax Savings "Seed Money" with "Leverage"

to Supercharge your Portfolio.

or,

— NEVER Pay Tax on 1031 Gains —

Completely, Repeatedly, & Indefinitely Re-Invest

your Massive Tax Savings to Grow with your Portfolio;

Invest the Government’s Money WITH Your Own.

And, Do it Again & Again!

Further, there are other tax-free exit strategies

You May NEVER have to Pay Tax on Gains!

V. RECONFIGURE YOUR HOLDINGS

— Consolidate Properties —

Consolidate Several Smaller Properties, and,

Replace them for One Larger One;

or, Do the Reverse!

or,

— Break-Up Holdings —

Scale Down or Break-Up Larger Holdings for Smaller Parcels;
For Partition or Divorce Property Settlement Purposes;

or, for Distribution to Your Heirs when you Die!

or,

— Expand or Down-Size —

Exchange for your Business Expansion or Down-Sizing Needs.

VI. IMPROVE YOUR LOCATION

— A Closer Site —

Relocate Investment Property

CLOSER to, or, FURTHER from...

your Home, your Work or your Children

or,

— Your Future Place —

Move your investment near a place

where you plan to live or retire!

VII. IMPROVE BUILDING CONDITION

— Exchange Buildings —

Exchange Buildings in Disrepair for Ones in Better Condition.

VIII. STOP DOING MAINTENANCE

— Fewer Headaches —

Exchange for lower maintenance Property with Fewer Management Headaches.

or,

— No Headaches —

Exchange for Property with Professional Management

IX. CREATE BETTER SCENARIOS

TO YOUR WANTS, NEEDS & PLANS

— Adjust Loan Portfolio —

Adjust your Portfolio

to Better meet Lender Loan-to-Value Requirements

or,

— Adjust Your Portfolio —

Adjust the Nature of your "Property Mix";

from or to...

MORE / LESS

Commercial, Residential, Rental, Multi-Family,

Industrial, Retail, Office, Land, etc.

or,

— Future Retirement Home —

Exchange for your Future Retirement Home;

For example, Get a Rental Property at a Beach Area You Love & After 5 Years — Live there!

or,

— Family Land Bank —

Assemble Properties into a "Family Land Bank”;

This enables You to Take Advantage of your IRS “Stepped-up Tax Basis” at Death.