Products

1031 EXCHANGE INVESTMENTS

Powerful Tool to Defer Capital Gains Tax

When it is time to sell an investment property (met expectations, fully depreciated, tired of active management), there are many factors to consider. Whether investors are seeking to maximize gains, looking to increase the current level of income, or seeking to dispose of an underperforming asset, simply liquidating a property can create a number of taxable or recapture liabilities and obligations. Investors are taking the first step in maximizing investment results by executing a 1031 Exchange. In some of the highest tax brackets, simply “cashing out” can erode up to 40% of the gains on profitable, low basis assets on a combined state and federal level. With guidance from the Internal Revenue Service, investment sponsors construct securitized real property investments for use as suitable replacement property in a 1031 Exchange. 

*1031 DST investments are available via our broker dealer, SANDLAPPER Securities, LLC, through our online portal. PLEASE NOTE: You will have to create an account.

Additional Reasons to Participate in a 1031 Exchange:

  • Relieve the burden of active real estate ownership
  • Obtain ownership in shopping centers, multifamily residential and/
    or triple-net property in good locations
  • Diversify your real estate portfolio by geography and property type
  • Invest in single asset and/or multiple asset offerings
  • Choose from highly leveraged, moderately leveraged, or no leverage offerings
  • Facilitate estate planning
  • Choose from many sectors, including retail, office, industrial and multifamily

OTHER AVAILABLE INVESTMENT PRODUCTS

  1. Oil and Gas

    Costs to develop an oil or gas well for the elements that are not a part of the final operating well offer tax benefits. Intangible drilling costs (IDCs) include all expenses made by an operator incidental to and necessary in the drilling and preparation of wells for the production of oil and gas, such as survey work, ground clearing, drainage, wages, fuel, repairs, supplies and so on. Broadly speaking, expenditures are classified as IDCs if they have no salvage value. Since IDCs include all real and actual expenses except for the drilling equipment, the word “intangible” is something of a misnomer.

  2. Conservation Land Offerings

    A conservation easement is a restrictive covenant that is a voluntary agreement that allows a landowner to limit the type or amount of development or conserve and protect natural resources on their property while retaining private ownership of the land. The conservation easement is signed by the landowner, who is the easement donor, and the Land Trust or Conservancy, is the party receiving the easement. The Land Trust or Conservancy accepts the easement with the understanding that it must enforce the terms of the easement in perpetuity. After the easement is signed, it is recorded with the County in the record room and runs with the land and binds all future owners of the land.

  3. Annuities & Life Insurance

    Annuities are designed to be both a savings vehicle and a source of retirement income. Life insurance is most commonly used to help protect your family from any financial effects of your and/or your spouse's premature death.

  4. REITs

    A REIT (Real Estate Investment Trust) is a company that owns or finances income-producing real estate. Modeled after mutual funds, REITs provide investors of all types regular income streams, diversification and long-term capital appreciation.

  5. Mutual Funds

    A mutual fund is an investment vehicle made up of a pool of funds collected from many investors for the purpose of investing in securities such as stocks, bonds, money market instruments and similar assets.

  6. Tax Credits

    A tax credit is a tax incentive which allows certain taxpayers to subtract the amount of the credit from the total they owe. Incentive tax credits may be used to encourage behaviors like investing or parenting. A credit directly reduces tax bills, unlike tax deductions and tax exemptions, which indirectly reduce tax bills by reducing the size of the base (for example, a taxpayer’s income or property value) from which the tax bill is calculated.

    Most tax credits are nonrefundable tax credits and so do not apply if no taxes are owed. However, some tax credits are refundable tax credits, so if the credit exceeds the amount of taxes owed, the excess is returned to the taxpayer.

  7. Other Private Placement Securities

    A private placement is the sale of securities to a relatively small number of select investors as a way of raising capital.

    Etiam magna arcu, ullamcorper ut pulvinar et, ornare sit amet ligula. Aliquam vitae bibendum lorem. Cras id dui lectus. Pellentesque nec felis tristique urna lacinia sollicitudin ac ac ex. Maecenas mattis faucibus condimentum. Curabitur imperdiet felis at est posuere bibendum. Sed quis nulla tellus.

    ADDRESS

    63739 street lorem ipsum City, Country

    PHONE

    +12 (0) 345 678 9

    EMAIL

    info@company.com