1031 Exchanges Archives - PJL Investments

1031 Exchanges

Description” content=”1031 Exchange Archives-Articles regarding 1031 Exchanges and 1031’s

Our Guide to Finding the Right 1031 Exchange Replacement Property

1031 Exchanges

March 3, 2021

In the real estate market, business owners, real estate agents, and property investors can take advantage of what is called the 1031 exchange. For the uninitiated, the Internal Revenue Code Section 1031 states that investors can defer all taxable liabilities... Read More

Swapping Real Estate for Potential Profit-Understanding 1031 Exchanges

1031 Exchanges

September 3, 2020

On April 9, 2020, the IRS issued an extension for time-sensitive transactions within April 1 to July 15 to all be moved to July 15 due to the COVID-19 pandemic. With different businesses and industries at a standstill, this is... Read More

A Quick Guide to the Like Kind Exchange

1031 Exchanges

August 5, 2020

If you’re looking to sell your current investments to buy another property, it’s integral that you understand everything there is to know about the 1031 tax-deferred exchange. It is an important process that will allow you to sell a property... Read More

1031 Tax Deferred Exchange – Why it Could be Beneficial to Investors

1031 Exchanges

July 16, 2020

One of the most basic investment decisions that an individual can make is to consider investing in property. After all, money sitting in a bank can lead to wasted opportunities, especially when you can attempt to augment your cash flow... Read More

The Do’s & Dont’s of a 1031 Exchange

1031 Exchanges

June 2, 2020

A 1031 exchange offers the investor an option to reinvest proceeds from the sale of an investment property—also known as relinquished property—into a qualified placement property to defer capital gains tax. As a result, the exchange can use 100% of... Read More

Capital Gains Tax-Free 1031 Exchanges – An Investors Guide

1031 Exchanges, Capital Gains

April 23, 2020

1031 Exchange in Real Estate – What You Need to Know

1031 Exchanges

April 16, 2020

Our Guide to Real Estate Investment Trusts – What to Know

1031 Exchanges

April 2, 2020

An American Property Investor’s Guide to 1031 Exchanges

1031 Exchanges

March 24, 2020

FINRA BROKERCHECK —PJ Lynch

All investments involve risk. Outcomes are not guaranteed.

PJL Investments and Emerson Equity LLC do not provide legal or tax advice. Securities and advisory services offered through Emerson Equity LLC, member FINRA, SIPC and a state Registered Investment Advisor. Emerson and PJL Investments are not affiliated.

1031 Risk Disclosure:

- There is no guarantee that any strategy will be successful or achieve investment objectives;
- Potential for property value loss – All real estate investments have the potential to lose value during the life of the investments;
- Change of tax status – The income stream and depreciation schedule for any investment property may affect the property owner’s income bracket and/or tax status. An unfavorable tax ruling may cancel deferral of capital gains and result in immediate tax liabilities;
- Potential for foreclosure – All financed real estate investments have potential for foreclosure; ·Illiquidity – Because 1031 exchanges are commonly offered through private placement offerings and are illiquid securities. There is no secondary market for these investments;
- Reduction or Elimination of Monthly Cash Flow Distributions – Like any investment in real estate, if a property unexpectedly loses tenants or sustains substantial damage, there is potential for suspension of cash flow distributions;
- Impact of fees/expenses – Costs associated with the transaction may impact investors’ returns and may outweigh the tax benefits

No offer to buy or sell securities is being made. Such offers may only be made to qualified accredited investors via private placement memorandum. Risks detailed in a private placement memorandum should be carefully reviewed, understood and considered before making such an investment. Prospective strategies and products used in any tax advantaged investment planning should be reviewed independently with their tax and legal advisors. Changes to the tax code and other regulatory revisions could have a negative impact upon strategies developed and recommendations made. Past performance and/or forward looking statements are never an assurance of future results.

Many of the investments offered will be only available to those investors meeting the definition of an Accredited Investor under SEC Rule 501(A) and offered as Regulation D private placement securities via a Private Placement Memorandum (“PPM”). Prospective investors must receive, read and understand all of the risks associated with buying private placement securities. Investments are not guaranteed or FDIC insured and risks may include but are not limited to illiquidity, no guarantee of income or guarantee that all tax advantages or objectives will be met and complete loss of principal investment could occur.

Risk Disclosure: Alternative investment products, including real estate investments, notes & debentures, hedge funds and private equity, involve a high degree of risk, often engage in leveraging and other speculative investment practices that may increase the risk of investment loss, can be highly illiquid, are not required to provide periodic pricing or valuation information to investors, may involve complex tax structures and delays in distributing important tax information, are not subject to the same regulatory requirements as mutual funds, often charge high fees which may offset any trading profits, and in many cases the underlying investments are not transparent and are known only to the investment manager. Alternative investment performance can be volatile. An investor could lose all or a substantial amount of his or her investment. Often, alternative investment fund and account managers have total trading authority over their funds or accounts; the use of a single advisor applying generally similar trading programs could mean lack of diversification and, consequently, higher risk. There is often no secondary market for an investor’s interest in alternative investments, and none is expected to develop. There may be restrictions on transferring interests in any alternative investment. Alternative investment products often execute a substantial portion of their trades on non-U.S. exchanges. Investing in foreign markets may entail risks that differ from those associated with investments in U.S. markets. Additionally, alternative investments often entail commodity trading, which involves substantial risk of loss. NO OFFER OR SOLICITATION: The contents of this website: (i) do not constitute an offer of securities or a solicitation of an offer to buy of securities, and (ii) may not be relied upon in making an investment decision related to any investment offering by PJL Investments, Emerson Equity LLC, or any affiliate, or partner thereof. PJL Investments does not warrant the accuracy or completeness of the information contained herein.

Posts filed under: 1031 Exchanges

1031 Exchanges