Asset focus
Challenges
- New investors often do not realize that passive equity interests in a syndication or fund do not qualify as replacement property in a 1031 exchange
- Direct ownership offers more control but requires more hands on management than most passive alternatives
- Choosing a pathway without considering long term tax strategy can foreclose options an investor may want later
What we deliver
- A plain language overview of the direct and passive real estate investment pathways available to you
- A comparison of management burden, income profile, and 1031 exchange eligibility for each pathway
- A referral path to property identification support if direct ownership fits your goals
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.