If you are approaching retirement or other life milestones, your investment properties may need to be sold or exchanged to meet your changing income needs, risk preferences, and investment goals. Are you considering these factors when reviewing your investment property wealth?
- Unnecessary Taxes
Implementing a strategic plan for your investment properties may aid in delaying taxes that could negatively impact your cash flows and risk-adjusted returns, even when utilizing a 1031 Exchange.
Are you able to satisfy the necessary prerequisites for successfully carrying out a 1031 Exchange?
- Concentration Risk
When you trade one specific property for another, it may not provide you with a diversified wealth portfolio capable of mitigating risks associated with geographic location, property categories, or various economic variables.
Does your investment approach enable you to distribute your wealth among diverse properties?
- Investment Quality Risk
Certain investors may lack the advanced knowledge necessary to adequately evaluate individual investment prospects and sponsors. Additionally, they may not possess sufficient purchasing capacity to gain access to commercial real estate.
Do you possess the ability to carry out comprehensive due diligence prior to making an investment decision?
- Continued Landlord Burdens
Investing passively in real estate could alleviate the responsibilities of being a landlord that often prevent you from spending time with loved ones or engaging in your favorite activities and hobbies.
Could this be the right moment to transition into passive property management?
When planning for retirement, it’s important to explore diverse strategies to secure your future. Real estate investment is a powerful option, offering consistent income, tax savings through 1031 exchanges, and substantial returns from property appreciation. For retiring couples, it’s an effective way to optimize and diversify portfolios.
You can even use retirement accounts like self-directed IRAs or certain 401(k)s to invest in real estate, creating more flexibility and growth potential beyond traditional stocks and bonds.
Perhaps the most appealing aspect of real estate investing is the time freedom it offers. With proper property management, you can earn rental income with minimal effort, freeing up your time to focus on what truly matters—whether that’s traveling, enjoying family, or pursuing lifelong passions.
By integrating real estate into your retirement strategy, you can secure financial stability while enriching your lifestyle during your golden years.
What Are You Exchanging?
With a 1031 exchange you can effortlessly transition from one income-producing asset to another, expanding your portfolio and securing your financial future and having more time for those things that are most important to you.
Diversified Income Properties
Diversify your 1031 exchange by using proceeds to generate secure monthly income from multiple properties...
I WANT TO DIVERSIFY
Agricultural Property Exchange
Sell your land without losing proceeds to taxes and instead use all proceeds to provide secure monthly income...
I'M SELLING LANDRental Property Exchange
Burned-out landlord? Eliminate the headaches of residential real estate and exchange into hassle-free properties...
I'M A TIRED LANDLORD
Defer Capital Gains with Our Personalized 1031 Exchange Services
As a dedicated real estate investor or someone using real estate to secure your financial future, you shouldn’t have to lose a significant portion of your gains to taxes when you’re ready to reinvest. At 1031 Exchange Place, we understand that your investments are personal and unique. That’s why we offer tailored 1031 exchange services, including specialized expertise in TIC 1031 exchange and 1031 DST options, to help you defer capital gains taxes—often nearly 30%—and keep more of your money working for you.
Achieve Passive Income with Investment Options Like TIC and DST
We know managing real estate can sometimes be a challenge, whether it’s dealing with tenants, maintenance issues, or other hands-on responsibilities. That’s where Tenants In Common (TIC) and Delaware Statutory Trust (DST) options come into play. With TIC, you can co-own income-generating properties with other investors while maintaining your share of the investment, providing flexibility and passive income potential. DST, on the other hand, offers a fully passive approach, allowing you to own fractional shares of large, professionally managed properties, such as commercial buildings or multifamily units. These solutions are designed to fit your lifestyle and financial goals, helping you generate consistent monthly income without the day-to-day stress of active management.
Since 1997, we’ve helped property owners like you transition into these types of investments, creating peace of mind while maximizing financial returns. Whether you’re looking to diversify your portfolio, step back from active property management, or secure stable, passive income, we have the expertise to make it happen.
A Partner You Can Trust in 1031 Exchanges
Navigating a 1031 exchange doesn’t have to be complicated when you have the right team by your side. From ensuring compliance with IRS rules to selecting the right replacement properties, we’ve got you covered. Our Qualified Intermediaries (QI) ensure the sale proceeds are handled securely and properly reinvested, so you can defer taxes and optimize your portfolio. Whether you’re interested in TIC 1031 exchange, 1031 DST properties, or diversifying your portfolio in other ways, our experts are here to guide you at every step.
Work With the 1031 Exchange Experts
Whether you’re based in Florida, California, Nevada, or anywhere else across the U.S., we’re here to make your 1031 exchange journey as seamless and rewarding as possible. With some of the lowest fees in the industry, starting at just $695, we’re committed to helping you maximize your investments while minimizing stress. Your goals are our goals—and we’re passionate about helping you build a secure financial future.