Can you exchange a personal vacation property that you also rent to tenants? Of course you can. Is it easy to trip over IRS rules? Of course it is
This episode is for investors seeking to retire from being landlords. If you are interested in conducting a 1031 exchange-but do not want to operate another rental property-a passive replacement program could be a suitable solution.
It is becoming increasingly common for passive 1031 investors to pursue a "one and done" strategy and ultimately own units of a REIT. If you would like to avoid the need for multiple 1031 exchange transactions, please watch this video.
"DST" stands for Delaware Statutory Trust-a bona fide 1031-qualified investment structure approved by the IRS in 2004. A Deferred Sales Trust™ is something else. Let us clear things up in this episode.
Yes, there is a little bit more to do after you complete a 1031 exchange. With a little knowledge and a good tax professional, you should have no problem getting everything buttoned up.
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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.
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