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You Do Well When you Sell™

 

Impact 1031 can help you to customize your investment, defer capital gains taxes, and transition to passive ownership.

 

Find out where to start with our Free Quiz!

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!

 

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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
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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.
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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.
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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?