Exchange Estate
An investment in real estate can provide unique investment portfolio benefits. Property owners may enjoy a steady stream of income, capital appreciation and property-related tax advantages. Yet despite these benefits, some property owners may no longer be interested in actively owning and managing property – or they may be at the stage in their lives where they are considering their estate plans or charitable legacy.
For owners of appreciated real estate who are considering selling their property, however, capital gains taxes can be prohibitive. And while a traditional 1031 exchange may be right for some property owners, a 1031 exchange does not offer any kind of charitable giving solution for those more philanthropically driven property owners. Importantly, 1031 exchanges prohibit the exchange of primary residences or personal use properties – thereby eliminating a large population of property owners.
Residential properties
Land/agriculture
Rental houses
Apartment buildings
Shopping centers
Warehouses
Office buildings
Vacation homes
Other real estate investments:
TICs
Timber rights
Mineral rights
Oil and gas interests
Real estate limited partnership interests