Replacement Property Resources

Replacement Property Resources for a 1031 exchange

At Accruit, we strive to make strong connections not only within the 1031 exchange space, but across the Real Estate industry. In doing so, we have developed relationships with various companies that offer replacement property options and services.

We do not receive commission or any other form of compensation from the companies below; however, they may refer taxpayers in need of Qualified A person acting to facilitate an exchange under section 1031 and the regulations. This person may not be the taxpayer or a disqualified person. Section 1.1031(k)-1(g)(4)(iii) requires that, for an intermediary to be a qualified intermediary, the intermediary must enter into a written "exchange" agreement with the taxpayer and, as required by the exchange agreement, acquire the relinquished property from the taxpayer, transfer the relinquished property, acquire the replacement property, and transfer the replacement property to the taxpayer. Intermediary services for a 1031 exchange to us.

The below companies specialize in various types of real estate investment options for replacement property. Their product offerings are noted below and should you want more information on their services you can reach out to their respective contacts. 

Berkeley Capital

Berkeley is a 25 year old boutique investment sales firm focused on retail, single-tenant of all types and tax-deferred exchanges. They specialize in helping tax exchange investors secure safe income properties. According to Real Capital Analytics, Berkeley is ranked 8th nationally for multi and single tenant retail sales.

Types of Investment Options: Single/Multi-Tenant Retail, Credit and Net Leased Properties, Single-Tenant Medical (long-term leased)

Visit the Berkeley Capital Website.

Contact

Steve Horvath
(704) 379-1981
horvath@berkeleycap.com

Fortitude Investments

Fortitude Investment Group offers professional assistance in identifying and closing on securitized real estate investments that meet your objectives and satisfy your Internal Revenue Code Section 1031 states that "no gain or loss shall be recognized on the exchange of property held for productive use in a trade or business or for investment if such property is exchanged solely for property of like kind which is to be held for productive use in a trade or business or for investment." 1031 Exchange requirements.

Types of Investment Options: DSTs

Visit Fortitude Investment Group Website.

Contacts

Amy Leeds (NY Office)
(631) 474-1610 ext. 140
aleeds@fortitudeinvestments.com

Jeffrey Proeh (Chicago Office)
(847) 602-5000
jproeh@fortitudeinvestments.com 

Realized®

Realized® helps you exchange 1031-eligible investment properties for portfolios of commercial real estate that are customized to your shifting income needs, risk appetite, and investment goals across generations. By creating portfolios of fractional interests in Delaware Statutory Trusts (DSTs), Realized makes it easy to diversify investments across real estate sectors, geographies, and Sponsors.

Types of Investment Options: DSTs

Visit the Realized® Website.

Contact

David Funes
(512) 827-3653
dfunes@realized1031.com

Syndicated Equities

Syndicated Equities is a private real estate investment firm that provides its clients with nationwide access to institutional-quality real estate opportunities. Syndicated Equities works closely with investors completing Internal Revenue Code Section 1031 states that "no gain or loss shall be recognized on the exchange of property held for productive use in a trade or business or for investment if such property is exchanged solely for property of like kind which is to be held for productive use in a trade or business or for investment." 1031 Exchange s, they have provided over $750 million of credit tenant, net leased properties for investors as either replacement property or as a new equity investment.

Types of Investment Options: DSTs, Single/Multi-Tenant Retail, Single/Multi-Family, and Credit and Net Leased Properties

Visit the Syndicated Equities Website.

Contacts

Miranda Parker
(312) 642-2774
mparker@syneq.com

Tracy Treger
(312) 640-9023
ttregar@syneq.com

Doorvest

Doorvest helps you build wealth remotely by facilitating the purchase of a single-family rental and managing the property – making owning rentals as easy as owning a stock. Only in this case, you own the whole home! Doorvest is an end-to-end solution for real estate investing, done entirely online.

Types of Investment Options: Single-Family Rental Residence with Long-Term Rental Management

Visit the Doorvest Website.

Petra Capital Properties

Petra Capital Properties is an independent and nationally recognized real estate investment planning firm with offices located throughout the country. The company constructs and advises on highly personalized and diversified (turn-key) 1031/DST replacement property portfolios designed to generate multiple streams of passive (monthly) income plus potential for capital appreciation.

Types of Investment Options: DSTs, Credit and Net Leased Properties, Qualified Opportunity Zones

Visit the Petra Capital Properties Website.

Contact

Brad Watt
(719) 649-7770
bradwatt@petracapitalproperties.com
 

Top Hand Realty Advisors

Top Hand Realty focuses on advising agricultural and main street businesses on 1031 exchanges into high-quality commercial real estate that may provide long-term, stable income. They are CPAs, analysts and real estate brokers -- a combination that makes them uniquely qualified to help their clients.

Types of Investment Options: Single/Multi-Tenant Retail and Credit and Net Leased Properties

Visit the Top Hand Realty Website.

Contacts

Jack Sauther, CPA, Broker
(406) 586-0356
Jack@TopHandAdvisors.com

Diana Sauther
(406) 586-0356
Diana@TopHandAdvisors.com

 

 

Bear Wells Realty Investments

Bear Wells Realty Investments is a boutique-style investment real estate consulting firm specializing in properties with Federal Government agencies as tenants. The firm optimizes investment opportunities for a broad range of property owners through a full spectrum of services. The firm’s expertise lies in working with investors by guiding and educating them through the process of buying and selling real estate with tenants backed by the full faith and credit of the US treasury.

Types of Investment Options: Federal Government Tenanted Buildings & Credit Rated Single Tenants

Visit Bear Wells Website.

Contact

Karen Wells
(425) 681-5281
wells@bearwells.net

Bangerter Financial Services, Inc.

As professional advisory and a fiduciary company, Bangerter Financial specializes in passive Real Estate investments. Delaware Statutory Trusts (DSTs) are a focus, but they consult on other 1031 replacement property investments including Limited Partnerships and LLCs. Their thorough due diligence process helps ensure the properties they select and make available to clients are of institutional quality and offered by reputable sponsors. 

Types of Investment Options: DSTs, Net Leased Properties, and Oil & Gas

Visit the Bangerter Financial Services Website.

Contacts

Greg McEwin
DSTs & DST Portfolio Analytics / Structuring, Net leased Properties
(720) 780-1328
greg@bangerterfinancial.com

Ray DeWitt
Oil & Gas 1031 Properties
(810) 815-6619
ray@bangerterfinancial.com

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Disclaimer: There are many other options available as well, and the presence of a firm on this list should not be interpreted as an endorsement, nor should the absence from this list be construed negatively. Accruit gets no commission or other compensation from them, although they do sometimes refer taxpayers to us who need a Qualified A person acting to facilitate an exchange under section 1031 and the regulations. This person may not be the taxpayer or a disqualified person. Section 1.1031(k)-1(g)(4)(iii) requires that, for an intermediary to be a qualified intermediary, the intermediary must enter into a written "exchange" agreement with the taxpayer and, as required by the exchange agreement, acquire the relinquished property from the taxpayer, transfer the relinquished property, acquire the replacement property, and transfer the replacement property to the taxpayer. Intermediary for their exchange. Accruit makes no endorsement or representation of any kind regarding any of them or the services they render or whether their 1031 programs qualify for the purpose intended.