Defer Taxes with a 1031 Exchange

Take advantage of a 1031 Exchange to Passive Replacement Strategies

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If you are considering a 1031 exchange transaction or just want to learn more about these tax-deferred investment options, you’ll find this eBook to be informative and essential reading.
 

Inside, you’ll learn about important topics like:

  • What is a like kind property

  • Rules and important timelines

  • Professionals you’ll need on your team

  • Potential advantages of the DST structure

  • And more . . .

make the most of your real estate investments!

Potential Benefits of a 1031 Exchange

More To Invest

Deferring capital gains tax allows the exchanger to reinvest the amount that would otherwise be paid to the federal government.

Less Management

Utilizing a DST offers investors the chance to exchange a property they actively manage for a passive ownership property. Simply put, you can keep the income property but lose the day-to-day management responsibilities.

Diversification

One property can be exchanged into many properties through a DST as long as the replacement investments are equal to or greater than the proceeds received from the sale of the original property.

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Real Estate investments!
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1031 Exchange Process | Bangerter Financial Services

Step#1

Owner (Exchanger) decides to sell Investment Property & notifies a Qualified Intermediary (aka QI or Accommodator) of exchange prior to the close of the sale.

STEP#2

Proceeds from the sale are transferred to Qualified Intermediary.

Step#3

Exchanger Identifies Replacement Property(ies) within 45 days of sale and notifies QI.

Step#4

Funds are transferred to seller of Replacement Property(ies). Exchanger has 180 days to close on new Property(ies).

Sale
Date

Day 0

45 day period to identify replacement property(ies).

Must Identify
By Date

Day 45

Exchanger must close on replacement investment property(ies) within 180 days of the closing date of the property that was sold.

Must Close
By Date

Day 180

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Is a 1031 Exchange to Delaware Statutory Trust Right for You?

1031 Exchange Benefits

Real Estate investors are able to exchange like-kind properties for business or investment and defer capital gains taxes. Payment of capital gains tax is deferred until property is sold with no re-investment.

1031 EXCHANGE REQUIREMENTS

A Qualified Intermediary is required to control the net sale proceeds of the property exchange. In addition, the investment in the replacement property must be equal to or greater than the cash received from the sale of the original property.

DELAWARE STATUTORY TRUST (DST)

A Delaware Statutory Trust is a separate legal entity formed as a trust under Delaware law. An accredited investor can use a beneficial interest in a DST as replacement property in a 1031 tax deferred exchange.

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About Our Company

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Our Mission

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Note From OUr CEO

Note From Our CEO

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Our Process

Our Process

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Our Team

Our Team

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Jeffrey Bangerter

President
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(916) 965-1879

jeffrey@bangerterfinancial.com

Jeffrey Bangerter

President
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(916) 965-1879

jeffrey@bangerterfinancial.com

Jeffrey Bangerter

President
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(916) 965-1879

jeffrey@bangerterfinancial.com

ABOUT BANGERTER FINANCIAL SERVICES

ABOUT OUR COMPANY

It all begins with you. Too often, the industry of financial advice is criticized for applying a cookie-cutter approach to financial planning for every client. Not at Bangerter Financial Services. We take the time to know you, your hopes, dreams, and aspirations. They are uniquely your own and no sound financial plan can start without that foundational perspective.

Let’s have a conversation so you see the Bangerter difference. Contact us today.

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OUR MISSION

At Bangerter Financial Services we desire to know and understand your financial objectives and then provide you with the highest quality of information, service, and products to help you reach your goals. Our commitment to our clients is based on the relationship we form with them, both professionally and personally. We seek relationships that last a lifetime.

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NOTE FROM OUR CEO

As your representative, I act as the Chief Financial Officer for a select group of successful business owners and families who own investment real estate and are at or near retirement and aspire to a work-optional lifestyle. We’ve developed and refined our Fiscal Bridging Formula that puts all the pieces together to develop a Strategic Retirement Roadmap to get our clients where they want to go in their lives.

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OUR TEAM

The Bangerter Financial Services team is one of the most experienced and knowledgeable you will find anywhere. As a dually-licensed registered investment advisor and broker dealer, we have access to a vast range of investment solutions and can provide advice that is always focused on your best interest.

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Jeffrey Bangerter | Bangerter Financial Services

Jeffrey Bangerter

President

Jeffrey Bangerter has been working in the Financial Services since 1979; helping his valued clients prepare for and enjoy a comfortable retirement.

 Jeffrey is an Enrolled Agent Tax Professional, Mortgage Loan Originator, Investment Advisor Representative, Registered Securities Representative, Insurance Agent and has his Real Estate License.

We empower clients with knowledge to help make smart informed choices as they enter their Golden Years, we make things easy to understand so it becomes clear the direction that should be taken.

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jeffrey@bangerterfinancial.com

(916) 965-1879

 

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CONTACT INFO

Toll-Free: 866.856.4708
Fax: 916.965.5418

Roseville, California:

1380 Lead Hill Blvd., Suite 180
Roseville, CA 95661

Office: 916.965.1879

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

Securities offered through Concorde Investment Services, LLC (CIS), member FINRA/SIPC. Advisory services offered through Concorde Asset Management, LLC (CAM), an SEC registered investment adviser. Insurance products offered through Concorde Insurance Agency, Inc. (CIA). Bangerter Financial Strategies, Inc. is independent of CIS, CAM and CIA. To access Concorde's Form Customer Relationship Summary (CRS), Privacy Policy and Form ADV, please click here

This site is published for residents of the United States only. Representatives may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined. Not all of services referenced on this site are available in every state and through every advisor listed. For additional information, please contact us at 916.965.1879.

There are material risks associated with investing in DST properties and real estate securities including liquidity, tenant vacancies, general market conditions and competition, lack of operating history, interest rate risks, the risk of new supply coming to market and softening rental rates, general risks of owning/operating commercial and multifamily properties, short term leases associated with multi-family properties, financing risks, potential adverse tax consequences, general economic risks, development risks, long hold periods, and potential loss of the entire investment principal. Past performance is not a guarantee of future results.  Potential cash flow, returns and appreciation are not guaranteed. IRC Section 1031 is a complex tax concept; consult your legal or tax professional regarding the specifics of your particular situation. This is not a solicitation or an offer to sell any securities. DST 1031 properties are only available to accredited investors (typically have a $1 million net worth excluding primary residence or $200,000 income individually/$300,000 jointly of the last three years) and accredited entities only. If you are unsure if you are an accredited investor and/or an accredited entity please verify with your CPA and Attorney.

1Fixed Annuities are long term insurance contacts and there is a surrender charge imposed generally during the first 5 to 7 years that you own the annuity contract. Withdrawals prior to age 59-1/2 may result in a 10% IRS tax penalty, in addition to any ordinary income tax. Any guarantees of the annuity are backed by the financial strength of the underlying insurance company.

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