Asset focus
Challenges
- Investors nearing retirement sometimes discover too late that their preferred passive vehicle does not preserve 1031 exchange eligibility
- Delaware Statutory Trust offerings may be treated as securities, so any Delaware Statutory Trust placement must include a securities disclaimer and introductions only through licensed providers
- Passive structures still carry sponsor and asset quality risk that requires diligence before committing capital
What we deliver
- A plain language comparison of passive income structures and their 1031 exchange eligibility
- A curated introduction to available Delaware Statutory Trust offerings when direct ownership is not the preferred fit
- Coordination with your Qualified Intermediary if a passive replacement property path is selected
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.