1. Sell your property.
2. 1031 Exchange into a diversified DST.
3. 721 UPREIT your beneficial interest into REIT shares.
Access industry-leading due diligence, analysis, and guidance and relieve yourself of management burdens with a tax-deferred 721 Exchange.
3 Steps to Long-Term Tax Deferral with a 721 UPREIT
Step 1
Sell your property and enter into a traditional 1031 exchange process. Submit your info and you’ll get a vetted, trusted advisor with deep expertise in 1031 investments that include a 721 UPREIT that fit your unique scenario. Receive personalized strategies and advice for your goals.
Step 2
Purchase fractional beneficial interest in a Delaware Statutory Trust with a 721 UPREIT exit strategy. Your advisor will call you with an obligation-free 30-minute consultation to answer any 1031, DST, and 721 UPREIT questions you may have – including transparently describing fee structures.
Step 3
Convert your beneficial ownership interest in the DST into Operating Partnership Units of the REIT that has acquired your DST portfolio. Perform a tax-deferred 721 exchange & eliminate management burdens, exponentially diversify, and achieve passive monthly income forever.
Access the Freedom
of Institutional Investing with Direct Fractional Ownership in High Quality Properties
721 UPREIT
5-7% immediate cash flow distributed monthly
Broad Geographic & Tenant Diversification
Suitable for tax-deferred 1031 exchange investors
Significant diversification with +$200M Portfolio Sizes
Non-Recourse Debt Replacement (45-55% LTV)
National Credit Tenants in high population cities
1031 to 721 UPREIT INVESTOR GOALS
Simplify Your Life into Retirement
- Receive a monthly distribution ACH to your account
- Rely on large institutional asset management companies to manage the property and negotiate lease extensions with national tenants
- Never have to do a 1031 exchange again!
Defer Tax Consequences Forever
- Carry forward your cost basis and defer your capital gain forever
- Continue your depreciation schedule and add additional depreciable basis
- Take advantage of estate-planning oriented products and a step-up in basis
Mitigate Overconcentration Risk
- Exchange your 1031 equity out of a single property into fractional ownership in an extremely large (+$100M) diversified portfolio of properties
- Limit unexpected expenses by taking advantage of NN & NNN lease commercial properties
- Stabilize long-term income by investing in credit-worthy with long (5-15 year) lease terms
Direct fractional ownership in investment-grade credit, national tenants who remained open during the COVID crisis.
WHAT CLIENTS ARE SAYING…
“We always wanted to exchange our rentals for a stable income property, but we didn’t have enough equity built up to purchase a Dollar General, and didn’t want to take on that much personal debt. We found our solution through an advisor who deeply understood the opportunities to invest a small amount in a pool of properties, and he guided us toward a syndicated fund that met our needs perfectly! We are deeply appreciative.”
– Dave & Janet
“When my husband passed away, I knew I didn’t have it in me to manage his real estate affairs like he could. I found an advisor I could trust, and she guided me toward a diversified portfolio of properties that I could trade my properties into (via 1031 exchange). I didn’t have to pay taxes, and my trust work and estate planning process is now complete.”
– Eleanor
“My Walgreens had an original lease coming due in 3 1/2 years, and the negotiation process didn’t provide me with much confidence that I’d receive comparable rent. I was able to match my cash flow, increase my depreciation, and eliminate lease renewals forever. So far, working like clockwork.”
– Mark
“I had extra cash in my investments account that was just sitting there doing nothing. I don’t trust the stock market right now, and I can’t even get a 1% return from the bank. This strategy lets me get the tax benefits of owning real estate while investing very manageable amounts of money into each fund.”
– Judy