Having a portfolio strategy for your investment properties could help you defer taxes that could undermine cash flows and risk-adjusted returns, even if you do a 1031 Exchange.* Can you meet the requirements necessary to complete a 1031 Exchange?
The actual amount and timing of distributions paid by programs is not guaranteed and may vary. There is no guarantee that investors will receive distributions or a return of their capital.
When you exchange one individual property for another, your wealth may not be diversified to manage risk tied to geography, property type, or other economic factors. Does your investment strategy allow you to exchange your wealth across different properties?
Investment Quality Risk
Some investors do not have the deep expertise to properly assess individual opportunities and Sponsors, nor the buying power to access commercial real estate. Are you able to conduct the proper due diligence before making an investment decision?
Continued Landlord Burdens
Passive property investments can remove landlord burdens that keep you away from the people and activities you love. Is now the time to move into passive property management?