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REASONS TO EXCHANGE

In addition to deferring taxes and reinvesting savings, there are many other advantages to exchanging investment properties, including:

 

Leverage: Leverage your equity to acquire a more valuable property or properties.

 

Diversification: Spread your equity to acquire a more valuable property or properties.

 

Consolidation: Consolidate the equity among properties varying in value, type or location.

 

Cash Flow: Move equity from a low income producing property (like raw land) to a higher income producing property such as retail or industrial.

 

Management Relief: Trade property with excessive maintenance and overhead for managed property.

 

Increased Depreciation: Change property types to take maximum advantage of available depreciation.

 

Estate Planning: Turn tax deferral into tax savings by including 1031 strategies in your estate plan.

 
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There are other types of exchanges, such as reverse exchanges, improvement exchanges, and personal property exchanges.

The information contained herein is for informational purposes only and does not constitute tax, legal or accounting advice. You are advised to seek appropriate professional advice regarding your facts and circumstances.
 
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