Securitized Passive Income 1031 Programs
Three limited options for “1031’s” in disposing of appreciated real estate:
- Passive ownership
- No management responsibilities
- Receive potential projected monthly income
- Current income tax benefits
- Potential appreciation of the properties
Delaware Statuary Trust
Two Financial Suitability Requirements to Be an Accredited Investor. (to qualify for a DST)
STEPS in a 1031 Tax-Deferred (DST) Exchange Process
Critical Risk Criteria
The critical risk criteria that you must review and evaluate prior to making your final decision on which 1031 Exchange Qualified Intermediary to retain includes, but is not limited to, the following areas:
An experienced and professional 1031 Exchange Qualified Intermediary will understand these concerns and should be happy to discuss these crucial issues with you. And, well managed institutional 1031 Exchange Qualified Intermediaries like Exeter 1031 Exchange Services, LLC will have already evaluated the applicable risks, addressed the critical issues and implemented appropriate safeguards to protect your 1031 Exchange funds to ensure the successful completion of your 1031 Exchange transaction.
The following comments will provide specific and acceptable industry guidelines and standards that will be helpful in evaluating 1031 Exchange Qualified Intermediaries and in determining if acceptable and adequate controls and safeguards are being practiced. You should never take short-cuts when evaluating and selecting a 1031 Exchange Qualified Intermediary for your 1031 Exchange transaction; to do so could have disastrous consequences.