MLRE: 1031 Exchange Capital in Syndications: TICs, DSTs, and UPREITs Explained

About this episode

This episode discusses the use of 1031 exchange proceeds in real estate syndications and the various structures involved.

Can investors use 1031 exchange proceeds to invest in real estate syndications? The answer is yes, but it's not nearly as simple as many sponsors hope. In this episode of the Major League Real Estate Podcast, Nate Sosa and Thomas Castelli break down the most common structures used to bring 1031 exchange capital into syndications, including Tenants in Common (TIC) arrangements, Delaware Statutory Trusts (DSTs), and 721 Exchange/UPREIT structures. They discuss why 1031 investors are increasingly looking for passive investment options, the challenges syndicators face when accepting exchange capital, and the operational, legal, and tax considerations that come with each strategy. Request a free discovery meeting: go.therealestatecpa.com/mlre Get the Ultimate Guide for Real Estate Syndications: go.therealestatecpa.com/mlreultimateguide Submit your questions to: go.therealestatecpa.com/question The Major League Real Estate podcast is for general information purposes only and is not intended to provide, and should not be relied on for, tax, legal, investing, financial, or accounting advice. Information on the podcast may not constitute the most up-to-date legal or other information. No…

People in this episode

Guests: Nate Sosa, Thomas Castelli

Topics covered

• 1031 exchange
• real estate syndications
• TIC arrangements
• DSTs
• UPREIT structures
• passive investment options
• tax considerations

Keywords

• 1031 exchange
• real estate syndications
• TIC
• DST
• UPREIT
• passive investment
• tax considerations

Mentioned in this episode

Organizations: Major League Real Estate Podcast, Delaware Statutory Trusts, Tenants in Common, 721 Exchange, UPREITs, The Real Estate CPA

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