Asset focus
Challenges
- Investors sometimes assume any real estate investment qualifies for a 1031 exchange, which leads to a costly surprise when a syndication interest is disqualified
- Syndication sponsors and terms vary widely in fee structure, hold period, and reporting transparency
- Illiquidity is common in syndications, since investor capital is typically locked in until the sponsor executes a sale or refinance
What we deliver
- A plain language explanation of syndication structure and its 1031 exchange limitations
- A comparison of syndication investing against tenant in common and Delaware Statutory Trust alternatives that preserve exchange eligibility
- A referral path to licensed providers for syndication opportunities outside the scope of a 1031 exchange
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.