Category: 1031 Exchange

by Bryan Hakola | Oct 6, 2025 | 1031 Exchange
Unlocking the power of 1031 exchanges can potentially enhance your investment returns. But with specialized terminology and intricate rules, it’s easy to get lost in the details. I’m here to help demystify the 1031 exchange by defining the top six key terms...by Bryan Hakola | Sep 23, 2025 | 1031 Exchange
Investors looking to scale their real estate portfolio and increase passive income can consider transitioning from residential to commercial properties. One of the most effective ways to make this transition while deferring capital gains taxes is through a 1031...by Bryan Hakola | Sep 1, 2025 | 1031 Exchange
A 1031 exchange can be a powerful tool that allows real estate investors to defer capital gains taxes when they sell one property and purchase another like-kind property. However, the process is complex and involves several key players, one of the most important being...by Bryan Hakola | Aug 4, 2025 | 1031 Exchange
A 1031 exchange, a potentially powerful tax-deferral strategy, allows you to defer capital gains taxes by reinvesting the proceeds from the sale of one property into another. It’s essential, however, to understand the rules and regulations to avoid disqualification. A...by Bryan Hakola | Jul 7, 2025 | 1031 Exchange, Uncategorized
1031 exchanges, a tax-deferred strategy that allows for the exchange of like-kind properties, have been a popular tool for real estate investors for decades. However, there is a growing interest in using 1031 exchanges to invest in sustainable and environmentally...by Bryan Hakola | Feb 23, 2023 | 1031 Exchange, DST
A 1031 exchange is a useful tool to potentially defer taxes when selling an investment property. One of the rules for a 1031 exchange is to replace the relinquished property with a like-kind alternative. There are various property replacement strategies that may be...Phone (866) 261-0104
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Numerical information as of October, 2019. This material is for informational purposes only and does not constitute an offer to purchase or sell securitized real estate investments. Hypothetical examples are for illustration purposes only and individual results will vary. Such offers are only made through the sponsors Private Placement Memorandum (PPM) which is solely available to accredited investors and accredited entities. DST 1031 properties are only available to accredited investors (typically have a $1 million net worth excluding primary residence or $200,000 income individually/$300,000 jointly of the last three years) and accredited entities only. If you are unsure if you are an accredited investor and/or an accredited entity please verify with your CPA and Attorney. There are risks associated with investing in real estate and Delaware Statutory Trust (DST) properties including, but not limited to, loss of entire investment principal, declining market values, tenant vacancies and illiquidity. Potential cash flows/returns/appreciation are not guaranteed and could be lower than anticipated. Diversification does not guarantee profits or guarantee protection against losses. Third-party company names and photos depicted herein may have proprietary interests in their names and trademarks. Nothing herein shall be considered to be an endorsement, authorization or approval of Diversified Investment Strategies and CIS, or the investment vehicles they may offer, by the aforementioned companies. Further, none of the aforementioned companies are affiliated with Diversified Investment Strategies and CIS in any manner. Because investors situations and objectives vary this information is not intended to indicate suitability for any particular investor. This material is not to be interpreted as tax or legal advice. Please speak with your own tax and legal advisors for advice/guidance regarding your particular situation. Securities offered through Concorde Investment Services, LLC (CIS), member FINRA/SIPC. Diversified Investment Strategies and Diversified Real Estate Advisors are independent of CIS. To access Concorde’s Form Customer Relationship Summary (CRS), please click here.
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What you must know about a 1031 exchange…
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