RIA & Financial Advisor Resources

A real estate sale may rep­re­sent far more than a tax trans­ac­tion. For many clients, invest­ment prop­er­ty rep­re­sents a sub­stan­tial per­cent­age of total net worth.

Finan­cial advi­sors can help place the exchange deci­sion with­in the clien­t’s broad­er plan by con­sid­er­ing con­cen­tra­tion, income require­ments, liq­uid­i­ty, lever­age, diver­si­fi­ca­tion, estate objec­tives, and the role real estate should play with­in the total port­fo­lio.

Chap­ter 11 specif­i­cal­ly focus­es on mov­ing from sim­ply replac­ing a prop­er­ty to build­ing the broad­er port­fo­lio.

Fea­tured read­ing

Chap­ter 11 — The Reg­is­tered Invest­ment Advi­sor Per­spec­tive
Read Chap­ter 11

Chap­ter 7 — The Mod­ern Cap­i­tal Allo­ca­tion Mod­el
Explores direct prop­er­ty, DSTs, par­tial exchanges, liq­uid­i­ty and oth­er struc­tures accord­ing to investor objec­tives.
Read Chap­ter 7

Chap­ter 6 — After-Tax Wealth Opti­miza­tion™
Read Chap­ter 6

Chap­ter 14 — Deci­sion Matrix & Investor Check­lists
Read Chap­ter 14

Sup­port­ing resources

Port­fo­lio Con­struc­tion

DST Invest­ments

721 / UPREIT

Oppor­tu­ni­ty Zones

The Value of a Coordinated Advisory Team

A Sec­tion 1031 exchange may involve tax, legal, real estate, exchange, secu­ri­ties, finan­cial-plan­ning and estate-plan­ning con­sid­er­a­tions. Each pro­fes­sion­al should remain with­in the scope of their respec­tive dis­ci­pline while com­mu­ni­cat­ing mate­r­i­al issues that may affect the investor’s over­all deci­sion.

Bet­ter coor­di­na­tion does not mean that every pro­fes­sion­al per­forms the same role. It means that impor­tant trade­offs are iden­ti­fied ear­ly enough for the investor to make an informed deci­sion.

Explore The Strate­gic 1031 Exchange

The Strate­gic 1031 Exchange — Exec­u­tive Ref­er­ence Guide

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