Many investors hesitate to sell their real estate for different reasons, and because of the challenges, they face.  Many would like to utilize a 1031 exchange as a passive investment. The Delaware Statutory Trust (DST) and Oil & Mineral Rights are a few investor options. Depending on the investor’s goals and objectives, Ryan will overview the DST and explore different strategies the investor has:

• 721 UPREITS will provide liquidity for estate planning
•  Cash Out Refinance after the exchange into the DST.
•  Invest a small amount remaining in an exchange to avoid paying boot.
• Use highly leveraged DST to replace debt and use less or no debt on the replacement property.

Yes, you can exchange into Oil and Gas Mineral Rights as a replacement property:

• Create deductions even when real estate has no basis remaining
• Diversification
• Liquidity
• Inflation and dollar hedge

Overview of the Lesser Known 1031 exchange rules:

• 200% Rule for naming
• Naming and closing within a certain percentage of what was named.

Ryan Finch, CFP, is the President and Founder of Tangible Wealth Solutions LLC, a wealth management firm focused on real estate and advanced tax strategies. Ryan has worked in the banking industry as a commercial real estate lender and special assets banker working out distressed loans. He has also worked in real estate development and as a traditional wealth advisor before founding TWS.

Ryan earned his Bachelor of Science degree in Management, Finance, and Real Estate from Colorado State University.