What We Do

Reduced Burden | Reliable Income | Liquid Assets

Take Charge Now: Transform your 1031 Exchange with Medalist Advisors

We Transform Real Estate Investments into Liquid, Tax-Deferred, Publicly Traded REIT Securities (Nasdaq: MDRR).

At Medalist Advisors: the 1031 Specialists, we go beyond simply facilitating 1031 exchanges—we craft a complete, optimized investment experience. By combining our deep real estate expertise with advanced, tax-advantaged strategies, we offer more than just a transaction; we offer a pathway to financial success. Leveraging our financial strength and DST Sponsor capabilities, our mission is to provide 1031 investors with exceptional opportunities through the Medalist REIT 1031 Platform, making your real estate investments simpler and more rewarding.

We transform real estate investments into liquid, tax-deferred, publicly traded REIT securities (Nasdaq: MDRR). Through our exclusive Medalist 1031 Platform, we maximize your real estate wealth, enhancing estate planning, liquidity, diversification, financial returns, and delivering a truly hassle-free investment experience.

How We Do It

Delaware Statutory Trusts (DSTs)

DSTs allow investors to own fractional interests in large, institutional-grade properties, providing a pathway to passive income without the hassle of property management. These investments qualify for like-kind exchanges under IRC Section 1031, offering tax deferral benefits and making them an attractive option for savvy investors.

Operating Partnership (OP) Units

OP Units enable investors to contribute property to a REIT in exchange for equity ownership, unlocking significant tax deferral advantages under IRC Section 721. With the flexibility to convert these units into REIT shares or cash down the line, investors enjoy both liquidity and the potential for growth.

Publicly Traded REIT Shares (Nasdaq: MDRR)

Medalist REIT’s publicly traded shares offer instant diversification across a portfolio of professionally managed properties. These shares combine the benefits of real estate ownership with the liquidity of public securities and provide potential tax advantages, thanks to dividends that enjoy single taxation, unlike the double taxation that burdens most publicly traded corporations.

Navigating Investment Decisions

Imagine you own a fully depreciated investment property that has appreciated in value but is currently underperforming in terms of cash flow generation. Naturally, you’d want to transfer your capital into new investments. However, the decision can be complex. On one hand, you want your investment capital to grow without being hindered by capital gains taxes, which can be as high as 42.1% (Not sure what your potential tax bill could be? See our Capital Gains Tax Calculator). You’d likely want to reinvest in a way that maximizes cash flow potential, which points to deferring capital gains taxes through a like-kind exchange. On the other hand, you might be tired of the hassles of being a landlord and seek diversification rather than having your capital tied up in just one or two properties. Additionally, if you are in your golden years, the ability to allocate and access your assets easily (allocability and liquidity) becomes crucial for estate planning. This might make it tempting to realize your capital gains and pay the taxes for the sake of simplicity and peace of mind.

Making the Right Choice

Do you sidestep the capital gains taxes or the management hassle?

Do you stick with a concentrated investment or diversify?

Do you maintain an illiquid investment or move to a more liquid asset for ease of estate planning?

Fortunately, you don’t have to choose. At Medalist, we have developed a 1031 Platform that allows you to trade your investment real estate holdings for top-quality, professionally managed, publicly traded real estate securities (Nasdaq: MDRR). These securities are optimized for diversity, cash flow, and estate planning. Enjoy quarterly payouts and watch your investment grow hassle-free, benefiting from a liquid and allocable store of real estate wealth. This straightforward approach saves you time and resources, allowing you to reap the rewards of high-quality real estate while we handle the complexities.