Asset focus
Challenges
- Not every platform marketed as fractional real estate investing preserves 1031 exchange eligibility, and the distinction is easy to miss
- Tenant in common structures require unanimous co-owner consent for major decisions, which can slow down management
- Delaware Statutory Trust interests are generally considered securities, so any placement requires a licensed provider and appropriate disclosure
What we deliver
- A plain language comparison of fractional ownership structures and their 1031 exchange eligibility
- An assessment of whether tenant in common or Delaware Statutory Trust better fits your exchange proceeds and goals
- Coordination with licensed providers for any Delaware Statutory Trust introduction
Related services
Find replacement properties for your 1031 exchange
Coordinate standard forward exchanges
Structure reverse exchanges
Manage identification deadlines
FAQ
How quickly can this service move in Austin, TX?
We begin the workflow immediately and keep stakeholders informed across Austin, TX.
Does this service cover markets outside Austin, TX?
Yes. We coordinate local partners so you can execute in any state while staying anchored in Austin, TX.
Who leads lender and Qualified Intermediary conversations in Austin, TX?
We coordinate with your lenders and Qualified Intermediaries, while reminding everyone that we are not a Qualified Intermediary. Every update references the exchange timeline in Austin, TX.
What documentation is delivered?
You receive organized summaries, letters, and trackers that make it easy to brief partners in Austin, TX.