1031 Exchanges Represent an Advanced Real Estate Strategy.

Many factors go into deciding on the right real estate investment for a given client.such as you. We know that real estate buyers purchase real estate for a variety of objectives, relevant to:

• business
• tax
• cash flow
• long-term appreciation.

EPI puts a great deal of thought into every investment property we offer. Among the factors we consider are:

• the effects of location
• potential rents and expenses
• financing

as well as many other important factors. We want to be sure that our clients realize as much of a profit as possible. Remember, too, that we ourselves are co-owners in all the properties we recommend, a fact that speaks to our belief in the solidity and value of every property we offer for Co-Ownership investment.

Sophisticated real estate owners know that leverage can maximize wealth. A 20% down payment can result in a 50% investment return with the right amount of debt and financial leverage.

Tax deferment is also a type of leverage. Just as you use debt financing to leverage a purchase, you can use tax savings to acquire even greater wealth. With the successful use of tax-deferred 1031 Exchanges, a savings of 20% to 40% of capital gains tax and depreciation recapture on the sale of your prior property can now be retained to acquire larger properties. A buyer can accelerate his investment horizon by many years by carefully developing a strategy utilizing these exchanges.

How sophisticated a real estate investor are you? A majority of otherwise-savvy commercial real estate buyers fail to take advantage of the wealth-building advantages of the tax-deferred 1031 Exchange. Many owners, once a property sale goal is realized, will sell the property, pay taxes, and then purchase other real estate.and will fail to utilize, and reap the benefits from, a 1031 Exchange. Not only can we help you with your real estate investment acquisitions, we can guide you through the 1031 Exchange process and suggest suitable investments for such Exchanges.

1031 Exchanges serve a multiplicity of purposes beyond merely alleviating your liability for capital gains taxes. With a 1031 Exchange, a resourceful buyer can create transactions that would not be possible through a sale/purchase format. Of course, the biggest advantage of exchanging by far is the ability to move equity from property to property without having to pay capital gains taxes, or at worst, to pay minimal capital gains. As an exchanger, you not only can create an entire purchase program using the wide variety of benefits available, but you can move successively from one 1031 Exchange to another to another to another.any number of times.postponing your obligation under capital gains taxes.perhaps indefinitely.

You don't need to wait until a property is under contract to get the process started. Please contact us to discuss your specific requirements.

"Like-kind" property exchanges

What is the origin of the definition of "like-kind" property exchanges, and why are they called "1031 Exchanges"? It all comes from an IRS ruling.found in Section 1031. Specifically, the Internal Revenue Code Section 1031 (a) (1) says, "no gain or loss is recognized if property held for productive use in a trade or business or for investment is exchanged solely for property of a like kind to be held either for productive use in a trade or business or for investment."