You Do Well When you Sell™
Impact 1031 can help you to customize your investment, defer capital gains taxes, and transition to passive ownership.
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Eliminate Active Management
Defer Capital Gains Taxes
Customize Your Investment
Latest Episodes and Impact Bites™
The 1031 Show™ is our specialty show on Financial Planning for Real Estate Investors™.
Impact Bites™ are short, topical videos curated from the full length show. These are perfect for learning and sharing with friends!
Welcome to Impact 1031
- An independent real estate investment advisor offering structured 1031 solutions for high-net-worth, accredited investors
- Brad Watt of Petra Capital Advisors and Wallace (Wally) Smith of Ridgegate Financial represent a fully-integrated advisory management team
- The principals have more than 60 years of combined real estate and investment advisory experience with over $4.0 Billion in acquisitions
- Optimized and personalized 1031 diversified portfolio solutions using a commercial real estate technology model
- Access to more than 30 “best-in-class” real estate investment sponsors and managers with more than $3 Billion in current offerings
About 1031 Exchanges
- Section 1031 of the Internal Revenue Code (“IRC”) allows for the deferral of capital gains taxes upon the sale of a property through an exchange.
- Properties exchanged must be “like‐kind.”
- Properties must be held for productive use or investment.
- The transaction requires a Qualified Intermediary (QI).
Benefits of a 1031 Exchange
- Deferral of capital gains taxes
- Wealth and asset accumulation
- Tax-advantages for heirs
- Increased cash flow
- Opportunities for reinvestment
Customized 1031 Opportunities
- All the benefits of DSTs but with sole-ownership and, therefore, full control.
- A property and asset management firm is in-place upon closing. Your client will receive monthly operating reports and distributions, just like a DST.
- Pre-syndicated properties have all investment, financing (including loan reserves), and transaction costs included in the purchase price.
The ABCs of DSTs - What is a DST?
- A legal trust (typically incorporated in Delaware) set up for a business purpose.
- The DST holds the real property, and related securities, for investment.
- DSTs allow accredited investors to own fractional interests in large, institutional-quality properties — not as limited partners, but as individual owners within a Trust.
- Investments in DSTs can be considered replacement properties for investors doing a
1031 exchange or wishing to diversify their real estate holdings.
- Each owner receives its proportionate share of the cash flow and potential tax advantages through depreciation.
Who Can We Help?
- REAL ESTATE AGENTS OR BROKERS:
If you have investor clients who won’t list their properties due to uncertain replacement property identification, a DST can trigger a listing event.
If you are a real estate agent or broker, a DST strategy can help convert listings into sales.
- 1031 INVESTOR/SELLER:
If you’re an investor (PROPERTY SELLER), the DST is a “turn-key” 1031 replacement property solution that gives you immediate access to quality replacement properties, certainty of close, and immediate income. Eliminate the burden of active day-to-day property management
Potentially increase income stream and defer more taxes through
- QUALIFIED INTERMEDIARIES/EXCHANGE ACCOMODATERS:
Did an identified property fall through
Has the client taken full advantage of the three-property identification rule?