What is a 1031 Exchange?
For investors, a 1031 Exchange may provide an effective tax strategy for tax deferral as part of succession and estate planning.
What is a 1033 Exchange?
Internal Revenue Code Section 1033 governs the tax consequences when a property is compulsorily or involuntarily converted in whole or in part into cash or other property.
Delaware Statutory Trust (DST)
A Delaware Statutory Trust (DST) is a distinct legal entity created under Delaware law that permits fractional ownership of real estate assets that may be used in a 1031 Exchange.
About Us
Scott Offerman founded 1031 Financial in 2012. He works with Financial Professionals such as attorneys, accountants and qualified intermediaries to help their clients with their transactions. Potential clients work with 1031 Financial after they have decided with their Financial Professional that a 1031 exchange is what they want to do after the sale of their property, if they and the property sale qualify for such a 1031 exchange.