1. What is a 1033 Exchange?
2. What is an “Involuntary conversion”?
3. If I’ve already paid taxes on money I received, can I get it back?
4. How long is the replacement period?
5. What are some of the major differences between the 1031 and 1033 exchanges?
6. What are some types of property that are eligible for 1031 or 1033 consideration?
7. Where will the turnpike be located?
This is for informational purposes only, does not constitute individual investment advice, and should not be relied upon as tax or legal advice. Please consult the appropriate professional regarding your individual circumstance.
DST 1031 properties are only available to accredited investors (typically defined as having a $1 million net worth excluding primary residence or $200,000 income individually/$300,000 jointly of the last two years; or have an active Series 7, Series 82, or Series 65. Individuals holding a Series 66 do not fall under this definition) and accredited entities only. If you are unsure if you are an accredited investor and/or an accredited entity, please verify with your CPA and Attorney.
There are material risks associated with investing in DST properties and real estate securities including liquidity, tenant vacancies, general market conditions and competition, lack of operating history, interest rate risks, the risk of new supply coming to market and softening rental rates, general risks of owning/operating commercial and multifamily properties, short term leases associated with multi-family properties, financing risks, potential adverse tax consequences, general economic risks, development risks, long hold periods, and potential loss of the entire investment principal. Potential cash flow, returns and appreciation are not guaranteed. Diversification does not guarantee a profit or protect against a loss in a declining market. It is a method used to help manage investment risk.
The data contained in third-party sources are believed to be reliable; however Bravest Wealth Management, CIS, CAM and CIA do not guarantee the accuracy of the information.