Home

Welcome to 1031 Equity Exchange, LLC

  • slide2
  • 1031-equity-exchange

1031 Equity Exchange, LLC is a Commercial Real Estate Investment and Brokerage Firm that specializes in 1031 Tax Deferred Exchange transactions. Our utilization of Internet-based technologies and direct access to institutional quality assets provides a central location for investors, brokers and principals to find great underperforming opportunities as well as stabilized trophy assets nationwide.

1031 Equity Exchange, LLC provides Deal Structuring, Financing and Asset Management services to new investors looking to make their first deal and to the seasoned investors already focused on accumulating and preserving their equity through 1031 Tax Deferred Exchanges.

Discover the Power of Exchange™

A 1031 Exchange is one of the most powerful tools in an investor’s arsenal. In brief, a 1031 Exchange allows you to defer capital gains tax on the sale or transfer of a property and instead re-invest your equity into a larger, more profitable portfolio of commercial real estate. There are two primary benefits in successfully completing a 1031 Exchange:

    • Build wealth by turning a single asset into a series of larger investments.
    • Increase your ability to reinvest all of your equity by deferring capital gains tax.

At 1031 Equity Exchange, LLC, we firmly believe that long-term financial security starts with a single asset investment. We also believe that there is no reason why your investment goals should be constrained by capital gains tax. A properly handled 1031 Exchange allows you to defer capital gain taxes and continue to reinvest your hard-earned equity indefinitely until you decide to cash out.

Join our nationwide network of investors today, and start building wealth for yourself and for your future generations. Click here to learn more about how you can benefit from being part of the 1031 Equity Exchange Network™.

What Do We Do?

1031 Equity Exchange, LLC is one of the few commercial real estate and brokerage firms in the United States that specializes in 1031 Exchange. We are fully committed to helping guide our clients in creating, accumulating and preserving their wealth through commercial real estate investments and tax-deferred exchanges. At 1031 Equity Exchange, LLC, our nationwide experience in all aspects of commercial real estate can help large and small investors gain financial security and stability for life.


Unlike many real estate brokerage firms, which emphasize quick commissions over the needs of their clients, we understand that our clients and investors can and should become long-term partners.

For this reason, we work tirelessly with our clients to help them build profitable and lasting commercial real estate portfolios, build wealth, manage their existing assets and benefit from the tax advantages available by pursuing multiple 1031 Exchanges.

If you would like to learn more about the services we offer our clients, please do not hesitate to contact us. We are happy to answer any questions that you may have.

 


Our Process

At its core, our investment planning process can be broken down into three distinct and equally important phases: wealth building, asset management and wealth management. No matter which phase you are currently in, we would be happy to help you attain all of your commercial real estate investment goals.

Wealth Building

Most commercial real estate investors, regardless of their existing portfolios today, started out with a single investment. At 1031 Equity Exchange, LLC, we are prepared to help our clients from their first deal until they retire or transfer assets to a charitable trust. The wealth building process in commercial real estate usually begins with an initial capital investment and as a minor equity partner.

Whether you are a doctor, an entrepreneur or a business owner, investing in commercial real estate can be a powerful wealth-building tool. In addition to owning the building that houses your business or medical practice, you can capitalize on the tax benefits of a 1031 Exchange.

Join the 1031 Exchange Network™ today and let us help you get started on the road to a lifetime of wealth.

Asset Management

 

Once you acquire your first property, what do you do next? A lot of rookie investors buy into commercial real estate without understanding how to fully capitalize their assets. At 1031 Equity Exchange, LLC, we help our clients manage their assets in an efficient manner.

First, we analyze the actual operating expenses and then we renegotiate every service contract. Second, we replace or improve the on-site management to reduce wasteful or unnecessary administrative expenses. Third, we determine what immediate capital improvements are necessary to improve tenancy.

Finally, once the operating expenses have been reduced and tenancy improved, the resulting effect is for net operating income to increase, thereby increasing the capitalization rate and the value of the asset.

 

Wealth Management

 

One of the biggest advantages of IRS Section 1031 is that there is no restriction on how often you can exchange one commercial real estate property for another. This allows savvy investors to continue building wealth and expanding their investment portfolio while deferring capital gains tax. At 1031 Equity Exchange, LLC, we help our clients grow from casual investors to real estate magnates. In many instances, our investors or partners began with a relatively small capital investment and went on to create a fortune.

Whether you are an existing member of the 1031 Exchange Network™ or a new investor looking for help managing your wealth, our experienced team is happy to discuss wealth management strategies with you.

Please contact us today for an initial consultation.

 

Investments for High-Income Individuals

A large percentage of risk-averse investors deposit their liquid assents into bank accounts. This is a mistake. At present, interest rates are hovering near all-time lows and have been there for nearly five years. Investors who keep their funds in CDs are only making about .35 interest annually, or 1/3 of 1 percent. Any investor who is depending exclusively on the interest earned to survive will likely end up disappointed.

At 1031 Equity Exchange, LLC, our average client makes 9 to 10 percent cap rate on their investment. In other words, our client receives around 10 percent of his initial capital investment on a monthly or quarterly basis while the value of his asset continues to grow through our strategic asset management services. If 1031 Equity Exchange, LLC participates as a partner in the acquisition of an asset, it can actually guarantee the cap rate to the other partners or investors.

Commercial Real Estate Investment

The following graph illustrates the hypothetical return an investor could expect over three years on a $1 million commercial real estate investment. For the purposes of this example, we assumed a 9 percent CAP rate and a 5 percent yearly appreciation in asset value.

[chartboot version= ‘2.2’ code= ‘F6BE’ border= ‘1’ width= ” height= ‘300’ attribution= ‘0’ jsondesc= ‘{“containerId”:”visualizationF6BE”,”dataTable”:{“cols”:^{“id”:””,”label”:”Year”,”pattern”:””,”type”:”string”},{“id”:””,”label”:”Asset Value ($USD)”,”pattern”:””,”type”:”number”},{“id”:””,”label”:”Dividends ($USD)”,”pattern”:””,”type”:”number”}|,”rows”:^{“c”:^{“v”:””,”f”:null},{“v”:null,”f”:null},{“v”:null,”f”:null}|},{“c”:^{“v”:”2013″,”f”:null},{“v”:1000000,”f”:null},{“v”:90000,”f”:null}|},{“c”:^{“v”:””,”f”:null},{“v”:null,”f”:null},{“v”:null,”f”:null}|},{“c”:^{“v”:”2014″,”f”:null},{“v”:1050000,”f”:null},{“v”:94500,”f”:null}|},{“c”:^{“v”:””,”f”:null},{“v”:null,”f”:null},{“v”:null,”f”:null}|},{“c”:^{“v”:”2015″,”f”:null},{“v”:1102500,”f”:null},{“v”:99225,”f”:null}|},{“c”:^{“v”:””,”f”:null},{“v”:null,”f”:null},{“v”:null,”f”:null}|},{“c”:^{“v”:””,”f”:null},{“v”:null,”f”:null},{“v”:null,”f”:null}|}|,”p”:null},”options”:{},”state”:{},”chartType”:”BarChart”}’ ]

After three years, the investor has made $238,725 in dividends and the value of his initial investment (the property) has increased to $1,102,500.
Please note: the following example is merely for illustrative purposes. Individual results may vary. Please consult with a qualified financial professional before making any investment decisions.

  • Three-year dividends: $283,725
  • Total value of investment: $1,386,225

 


3-Year CD

The following graph illustrates the average amount an investor could expect on a $1 million dollar investment into a three-year CD.

[chartboot version= ‘2.2’ code= ’49AE’ border= ‘1’ width= ” height= ‘300’ attribution= ‘0’ jsondesc= ‘{“containerId”:”visualization49AE”,”dataTable”:{“cols”:^{“id”:””,”label”:”Year”,”pattern”:””,”type”:”string”},{“id”:””,”label”:”Investment ($USD)”,”pattern”:””,”type”:”number”},{“id”:””,”label”:”APY ($USD)”,”pattern”:””,”type”:”number”}|,”rows”:^{“c”:^{“v”:””,”f”:null},{“v”:null,”f”:null},{“v”:null,”f”:null}|},{“c”:^{“v”:”2013″,”f”:null},{“v”:1000000,”f”:null},{“v”:9500,”f”:null}|},{“c”:^{“v”:””,”f”:null},{“v”:null,”f”:null},{“v”:null,”f”:null}|},{“c”:^{“v”:”2014″,”f”:null},{“v”:1009500,”f”:null},{“v”:9590,”f”:null}|},{“c”:^{“v”:””,”f”:null},{“v”:null,”f”:null},{“v”:null,”f”:null}|},{“c”:^{“v”:”2015″,”f”:null},{“v”:1019090,”f”:null},{“v”:9681,”f”:null}|},{“c”:^{“v”:””,”f”:null},{“v”:null,”f”:null},{“v”:null,”f”:null}|},{“c”:^{“v”:””,”f”:null},{“v”:null,”f”:null},{“v”:null,”f”:null}|}|,”p”:null},”options”:{},”state”:{},”chartType”:”BarChart”}’ ]

After three years, the investor has made $28,771 in dividends and the value of his initial investment has remained stable at $1 million.

Please note: the following example uses the latest national average for a three-year CD. Individual results for your region may vary. Please consult with a qualified financial professional before making any investment decisions.

  • Three-year dividends: $28,771
  • Total value of investment: $1,028,771