Free eBook: Bringing Clarity to Your 1031 Exchange

Bringing Clarity to your 1031 Exchange

In this easy-to-read guide, we cover the topics that are of most interest to potential investors, including:

What is a 1031 exchange?
What is a Delaware Statutory Trust (DST)?
Benefits of a DST exchange
Chicagoland 1031’s approach to 1031 exchanges
Risks and considerations
Conduct proper due diligence

Remember, knowledge will bring clarity to your 1031 exchange.

IS A 1031 EXCHANGE RIGHT FOR YOU?

A 1031 exchange allows an investor to sell real estate property and then reinvest the proceeds in a new property in order to defer, or even eliminate, the taxes that may arise from the sale. Utilizing a 1031 exchange allows the money that would have been paid in taxes to remain invested, potentially generating additional income and wealth.

If you’re considering selling property and want to defer or even eliminate the capital gains that may arise from the sale of a property, a 1031 exchange may be an appropriate solution.

THE POTENTIAL BENEFITS OF A 1031 EXCHANGE:

DEFER TAXES

By completing a 1031 exchange, potential taxes on the sale of the property may be deferred (e.g., capital gains, depreciation recapture).

PRESERVE CAPITAL

A completed 1031 exchange may provide the opportunity to put all capital to work rather than lose a portion of it to taxes.

GENERATE CASHFLOW

Depending on the type of replacement property purchased, the potential for consistent cash flow may be a benefit.

DIVERSIFY PORTFOLIO

Passive ownership structures allow for diversification both geographically and by property type.

PASSIVE OWNERSHIP

Structures such as TICs and DSTs allow for passive ownership, alleviating the worry of managing a property.

FACILITATE ESTATE PLANNING

DST and TIC structures allow for a step up in basis upon death, may facilitate intergenerational planning, and protect family interests.

WE PRIDE OURSELVES ON OUR DUE DILIGENCE

Our personally-crafted due diligence process is an important component of the value we provide to you. We put the protection of our client’s interests first rather than simply approving every replacement property offering available on the market.

While no amount of due diligence can completely eliminate risk, we invest firm resources—time, capital, and man-hours—to ensure our process is both comprehensive and effective. In the long run, we believe this approach will serve our firm, our industry, and most importantly, our clients well.

NATHAN KUHN

Nathan is the President of Chicagoland 1031 Exchange. He has years of experience helping a wide-variety of clients complete exchanges ranging from basic to very complex, and everything in between. He enjoys meeting and working with people, and always prioritizes the time it takes to get to know his clients, their financial situations, and exchange needs. As an experienced 1031 exchange professional, Nathan works hard to help his clients understand the exchange process and offers solutions for their needs.

Nathan has over 15 years of 1031 exchange experience, helping his clients complete over 200 exchanges into DST and TIC investments. He has extensive knowledge about the 1031 process and replacement properties, is meticulous with due diligence, and is always happy to answer questions. Nathan regularly attends industry conferences and due diligence meetings to stay current on all things related to 1031 exchanges.

The information herein has been prepared for educational purposes only and does not constitute an offer to purchase or sell securitized real estate investments. Such offers are only made through the sponsors Private Placement Memorandum (PPM) which is solely available to accredited investors and accredited entities. DST 1031 properties are only available to accredited investors (typically have a $1 million net worth excluding primary residence or $200,000 income individually/$300,000 jointly of the last two years, and reasonably expects the same for the current year) 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 risks associated with investing in real estate and Delaware Statutory Trust (DST) properties including, but not limited to, loss of entire investment principal, declining market values, tenant vacancies and illiquidity. Potential cash flows/returns/appreciation are not guaranteed and could be lower than anticipated. Because investor's situations and objectives vary this information is not intended to indicate suitability for any particular investor. This material is not to be interpreted as tax or legal advice. Please speak with your own tax and legal advisors for advice/guidance regarding your particular situation.

This site is published for residents of the United States only. Representatives may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined. Not all of the services referenced on this site are available in every state and through every advisor listed. For additional information, please contact Nathan Kuhn at 224-245-5281

Chicagoland 1031 Exchange does not offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstances.

Securities offered through DAI Securities, LLC, member FINRA / SIPC. Advisory services offered through Kuhn Wealth Management, Inc. (KWM), a state registered investment advisor. Insurance offered through DAI Securities, LLC. KWM dba Chicagoland 1031 Exchange is independent of DAI Securities, LLC.