1031 Exchange

Directory of Experts
Jim Lund

Jim Lund
Phone: 626-587-3026
Email: jim.lund@tweedfinancial.com
Website: tweedfinancial.com

Link to BrokerCheck®


Nancy Wong

Nancy Wong
Phone: 626-587-3026
Email: nancy.wong@tweedfinancial.com
Website: tweedfinancial.com

Link to BrokerCheck®

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A 1031 exchange is a powerful wealth management tool. Whenever you sell business or investment property and you have a gain, you generally have to pay tax on the gain at the time of sale. IRC Section 1031 provides an exception and allows you to postpone paying tax on the gain if you reinvest the proceeds in similar property as part of a qualifying like-kind exchange. Gain deferred in a like-kind exchange under IRC Section 1031 is tax-deferred, but it is not tax-free.

The exchange can include like-kind property exclusively or it can include like-kind property along with cash, liabilities and property that are not like-kind. If you receive cash, relief from debt, or property that is not like-kind, however, you may trigger some taxable gain in the year of the exchange. There can be both deferred and recognized gain in the same transaction when a taxpayer exchanges for like-kind property of lesser value.

Featured 1031 Eligible Replacement Assets

BRIDGEVIEW APARTMENTS
Bridgeview Apartments is a 348-unit, Class A garden-style multifamily community in Tampa, Florida. The community consists of 17 wood-framed and stucco residential buildings ranging between two and three stories.

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EDEN CENTRE NORTH CAROLINA
Eden Centre is a 59,043-square-foot shopping center located at 824 S. Van Buren Road in Eden, N.C. The property is anchored by Food Lion, a leading Southeastern and Mid-Atlantic supermarket retailer.

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GOLDEN TRIANGLE - 24 HOUR FITNESS
Located at 5901 Golden Triangle Blvd. in the Fort Worth suburb of Keller, Texas, this approximately 44,000-square-foot retail facility is 100 percent leased to 24 Hour Fitness USA, Inc.

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800 ORTHOPEDIC WAY ARLINGTON TEXAS
A two-story medical office building, 800 Orthopedic Way contains 37,100 square feet of space in the heart of the city’s commercial district, and is 100 percent leased to Arlington Orthopedic Associates.

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1728 SUNRISE HIGHWAY - MERRICK
A 17,714-square-foot medical office building, 1728 Sunrise Highway is located in the New York hamlet of Merrick on Long Island. The facility is 100 percent leased on a long-term basis to Orlin & Cohen Orthopedic Group.

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API HEALTHCARE CORPORATION
A 73,756-square-foot, two-story building, 1550 Innovation Way in Hartford, Wis., is 100 percent leased to API Healthcare Inc., a GE Healthcare company.

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CVS LAS VEGAS
Located at 2700 S. Las Vegas Blvd., the CVS retail facility is 100 percent leased to CVS Caremark Corporation, the largest provider of prescriptions and related healthcare services in the U.S. The 14,378-square-foot store is situated on the ground floor of Sky Las Vegas.

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CANDLEGLOW APARTMENTS
Candleglow Apartments is a 152-unit garden-style multifamily community located in one of the most desirable areas of Brooksville, a suburb of Tampa, Florida.

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Virtual Conferences

Introduction to 1031 Exchanges
for Investors

This free virtual conference will explain the benefits of 1031 exchanges. The panel will discuss recent case law developments, how to structure deals to avoid IRS challenges, and general exchange requirements.

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Introduction to 1031 Exchanges
for Asset Managers

1031 transactions are complex transactions with a multitude of potential pitfalls.
Join us for the free virtual conference scheduled on November 4th at 10:00 AM PST to learn  how 1031 exchange strategies can help your clients.

RSVP 

Whitepapers

Delaware Statutory Trust (DST) VS Tenant-In-Common (TIC) Ownership

Pending upload.

1031 REITs Scorecards

Pending upload.

Best Practices in Code Sec. 1031 Art Exchanges

Pending upload.

New Guidance on Vacation Home Exchanges

Pending upload.

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