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Tax Alpha Strategies
Maximize Returns, Minimize Taxes: Your Guide to Strategic Tax Alpha in Real Estate
Three Strategic Tax Deferral Strategies
Three Strategies to Generate ‘Tax Alpha’ and Safeguard Your Investment Capital and Earnings:
1. Section 721 UPREIT Exchange: Transform your investment into REIT Operating Partnership (OP) Units. This strategy not only defers taxes but also diversifies your holdings into a managed portfolio, reducing individual property management burdens and enhancing liquidity.
2. Section 1031 Exchange with DST UPREIT Option: Take advantage of a Delaware Statutory Trust (DST) with an option for a future UPREIT conversion. This unique blend allows for more flexible investment choices and the potential for further tax advantages when transitioning to a Real Estate Investment Trust (REIT) structure.
3. Section 1031 Exchange: Reinvest the proceeds from your current asset into another property, seamlessly transitioning your investment while postponing tax liabilities. This allows your capital to continue growing, unimpeded by immediate tax deductions.
