Category: Video Series 1031 University

In our latest educational video, we explore 1031 Exchanges involving oil, gas, mineral, timber, water, paleontological, and archeological rights. Under IRS Section 1031, these rights qualify as real property interests, allowing proceeds from their sale to be reinvested into other like-kind property through a 1031 Exchange. These types of properties can require careful documentation and considerations for a valid 1031 Exchange, especially when handling the sale of timber or water rights. In this video, we also discuss the critical need to ensure transactional documents clarify long-term interests, avoiding any confusion with the sale of physical items like artifacts or resources.
Watch to learn more about different types of real property interests allowed in a 1031 Exchange.

In our latest educational video, we explore 1031 Exchanges involving oil, gas, mineral, timber, water, paleontological, and archeological rights. Under IRS Section 1031, these rights qualify as real property interests, allowing proceeds from their sale to be reinvested into other like-kind property through a 1031 Exchange. These types of properties can require careful documentation and considerations for a valid 1031 Exchange, especially when handling the sale of timber or water rights. In this video, we also discuss the critical need to ensure transactional documents clarify long-term interests, avoiding any confusion with the sale of physical items like artifacts or resources.
Watch to learn more about different types of real property interests allowed in a 1031 Exchange.

In our latest educational video, we explore 1031 Exchanges involving oil, gas, mineral, timber, water, paleontological, and archeological rights. Under IRS Section 1031, these rights qualify as real property interests, allowing proceeds from their sale to be reinvested into other like-kind property through a 1031 Exchange. These types of properties can require careful documentation and considerations for a valid 1031 Exchange, especially when handling the sale of timber or water rights. In this video, we also discuss the critical need to ensure transactional documents clarify long-term interests, avoiding any confusion with the sale of physical items like artifacts or resources.
Watch to learn more about different types of real property interests allowed in a 1031 Exchange.

Common questions we receive from Exchangers include, “Is it possible to 1031 Exchange into a REIT”, “Do QIs facilitate a 721 Exchange?”, and “What is the process if I ultimately want to reinvest my 1031 exchange funds into a REIT?”
This educational video breaks down the steps involved when an Exchanger’s end goal is to invest their 1031 exchange funds into a REIT. Steps include utilizing a Delaware Statutory Trust (DST) as Replacement Property in a 1031 Exchange, a holding period of the DST interest, then using a 721 UPREIT to swap the interest in the DST for Operating Partnership (OP) units in a REIT. 
Watch this video below to better understand the process, as well as this this article,

Common questions we receive from Exchangers include, “Is it possible to 1031 Exchange into a REIT”, “Do QIs facilitate a 721 Exchange?”, and “What is the process if I ultimately want to reinvest my 1031 exchange funds into a REIT?”
This educational video breaks down the steps involved when an Exchanger’s end goal is to invest their 1031 exchange funds into a REIT. Steps include utilizing a Delaware Statutory Trust (DST) as Replacement Property in a 1031 Exchange, a holding period of the DST interest, then using a 721 UPREIT to swap the interest in the DST for Operating Partnership (OP) units in a REIT. 
Watch this video below to better understand the process, as well as this this article,

Common questions we receive from Exchangers include, “Is it possible to 1031 Exchange into a REIT”, “Do QIs facilitate a 721 Exchange?”, and “What is the process if I ultimately want to reinvest my 1031 exchange funds into a REIT?”
This educational video breaks down the steps involved when an Exchanger’s end goal is to invest their 1031 exchange funds into a REIT. Steps include utilizing a Delaware Statutory Trust (DST) as Replacement Property in a 1031 Exchange, a holding period of the DST interest, then using a 721 UPREIT to swap the interest in the DST for Operating Partnership (OP) units in a REIT. 
Watch this video below to better understand the process, as well as this this article,

Ownership of passive real estate investments is becoming increasingly popular, driven by factors like an aging investor base, new market opportunities, and the appeal of hands-off management. Options such as NNNs, TICs, and DSTs have gained popularity based on their potential to generate steady income, as well as provide portfolio diversification. These types of passive real estate investments are often used as Replacement Property in a 1031 Exchange, learn more about these types of passive real estate investments in this short educational video.

Ownership of passive real estate investments is becoming increasingly popular, driven by factors like an aging investor base, new market opportunities, and the appeal of hands-off management. Options such as NNNs, TICs, and DSTs have gained popularity based on their potential to generate steady income, as well as provide portfolio diversification. These types of passive real estate investments are often used as Replacement Property in a 1031 Exchange, learn more about these types of passive real estate investments in this short educational video.

Ownership of passive real estate investments is becoming increasingly popular, driven by factors like an aging investor base, new market opportunities, and the appeal of hands-off management. Options such as NNNs, TICs, and DSTs have gained popularity based on their potential to generate steady income, as well as provide portfolio diversification. These types of passive real estate investments are often used as Replacement Property in a 1031 Exchange, learn more about these types of passive real estate investments in this short educational video.

Should an individual who holds property acquired as part of a 1031 Exchange pass away, there is a tax policy commonly referred to as a “step-up in basis” or “stepped up basis” which stands for the proposition that upon the death of that taxpayer his or her heirs receive a “step up” in basis on the 1031 Exchange property to fair market value, which effectively eliminates any obligation of the heirs for payment of the deferred taxes. Thus, the heirs can liquidate the property and not have a taxable event if they sell the asset for the fair market value known at the time of inheritance.