PROTECT YOUR WEALTH
Transform Your Real Estate Portfolio into a Strategic Wealth Machine for Better Tax Treatment
Exchange into a diversified portfolio with tax advantages.
WHAT SAVVY INVESTORS KNOW
THE UNFAIR ADVANTAGE OF THE 1031
Need to defer the capital gains? If you’re selling a qualified real estate investment, then exchange it for like-kind property. You can exchange into a new market like the highly desirable Midwest.
A popular strategy is to take the capital gain from one investment and upon the sale, take the proceeds and diversify into multiple investments. The result – more revenue streams to cover vacancies.
An overlooked use of the 1031 exchange is the estate planning benefits. An exchange in your portfolio at your time of death can benefit your beneficiaries by passing through the stepped-up tax basis.
Need Help with Taxes on Your Capital Gains?
The IRS is a tough customer. Defer taxes on your capital gains with a 1031 exchange. Get the tax advantages you deserve and use Xchange CRE to defer the common pitfalls that could cost you in the long run.
BULLETPROOF YOUR WEALTH
Xchange CRE will help you exchange into a diversified portfolio designed to make the most of existing tax advantages. Our consulting and brokerage service was designed specifically for your 1031 exchange-eligible investments to match with pre-screened CRE assets in key Midwest markets. These markets are primed for consistent growth of appreciation and income giving you a diversified portfolio customized to your personal investment objectives, income and growth requirements, and risk tolerance.
You deserve a better way to protect your wealth.
Despite strong sales and price growth fueled by economic stimulus in the past two years, Kansas City real estate remains relatively affordable compared to the rest of the country. While the median home price in the U.S. passed $400,000 for the first time in December 2021, the median Kansas City home price remains a fraction of that at $220,000.
The COVID-induced urban-to-suburban shift benefited many secondary markets like Kansas City in 2020 and will continue to drive growth moving forward. Non-COVID-related factors that compounded the shift included the high cost of urban apartments and shifting demographics with Millennials leading the way by seeking larger housing options in less-dense submarkets as they reached life stages that shifted priorities to starting and raising a family.
Kansas City commercial real estate – especially in the multifamily and industrial sectors – demonstrated its resilience during the pandemic – suffering less in some sectors while exceeding expectations in others relative to the rest of the country.
Kansas City consistently ranks as one of the best places to work, live and do business in the United States – attracting workers and employers from all over. On the U.S. News list of 150 Best Places to Live in 2021-2022, Kansas City jumped 7 spots to No. 56. Reasons for Kansas City’s high ranking included its desirable cost of living and optimal job market as well as a cultural environment that fosters the growth of a creative community.
A 1031 exchange is often viewed as a valuable tax deferral tool, but investors often lose the forest for the trees when it comes to using the 1031 exchange as a growth strategy. While some investors are merely content to meet the deadline for finding a local replacement property within the 45-day deadline for identifying a like-kind property, other investors are implementing strategies to cash out of expensive low-growth markets for more affordable low-cost ones by exchanging out of single properties in – for example – a coastal market into multiple properties in a more affordable, high growth secondary market like Kansas City. Converting one stream of income into multiple streams will not merely defer taxes but accelerate wealth through compounding.
The diversification benefits of exchanging out of one property for multiple properties is obvious. Three or more streams of income are better equipped to weather economic downturns than income from a single property.
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