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Key Requirements  

PROPERTY TYPE

Like‑kind property: Both the relinquished and replacement properties must be held for investment or business use.

STRICT TIMELINES

45

Days to identify potential replacement properties

180

Days to complete the purchase

PROCEDURE

Use of a Qualified Intermediary (QI): You cannot receive or control the sale proceeds directly.

VALUE MATCHING

Equal or greater value: To fully defer taxes, the replacement property must be of equal or higher value, and all equity must be reinvested.

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Providing specialized financial services for institutional-grade real estate and 1031 tax-deferred exchanges.

CONTACT 

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Terms of Service

1031 Risk Disclosure:

 

  • There is no guarantee that any strategy will be successful or achieve investment objectives;

  • Potential for property value loss – All real estate investments have the potential to lose value during the life of the investments;

  • Change of tax status – The income stream and depreciation schedule for any investment property may affect the property owner’s income bracket and/or tax status. An unfavorable tax ruling may cancel deferral of capital gains and result in immediate tax liabilities;

  • Potential for foreclosure – All financed real estate investments have potential for foreclosure;

  • Illiquidity – Because 1031 exchanges are commonly offered through private placement offerings and are illiquid securities. The secondary market for these investments is very limited, and early sale is not guaranteed.

  • Reduction or Elimination of Monthly Cash Flow Distributions – Like any investment in real estate, if a property unexpectedly loses tenants or sustains substantial damage, there is potential for suspension of cash flow distributions;

  • Impact of fees/expenses – Costs associated with the transaction may impact investors’ returns and may outweigh the tax benefits

 

For more information on Emerson Equity, please visit FINRA’s BrokerCheck website. You can also download a copy of Emerson Equity’s Customer Relationship Summary to learn more about their role and services.

 

General Disclosure:

 

Not an offer to buy, nor a solicitation to sell securities. All investing involves risk of loss of some or all principal invested. Past performance is not indicative of future results. Speak to your finance and/or tax professional prior to investing. Any information provided is for informational purposes only.

 

Securities through Emerson Equity LLC Member: FINRA/SIPC. Only available in states where Emerson Equity LLC is registered. Emerson Equity LLC is not affiliated with any other entities identified in this communication.

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