Cost Segregation + 1031 Exchange: A Powerful Tax Planning Conversation

Did you know a cost segregation study may complement a 1031 exchange strategy? In this video, we discuss why investors purchasing commercial or multifamily replacement properties should consider having a cost segregation conversation before closing. You'll learn: • What a cost segregation study is designed to accomplish • How accelerated depreciation may affect the first years of ownership • Why pairing cost segregation with a tax-deferred 1031 exchange may create additional planning opportunities • Why coordination between your CPA, Qualified Intermediary, and advisory team is essential before acquiring the replacement property Every investor's tax situation is unique. Cost segregation is not appropriate for every property or investor, but when evaluated early in the acquisition process, it may become an important part of an overall real estate investment strategy. Want to learn more? I'm always happy to answer any questions you or your clients may have about how to best leverage DSTs during a 1031 exchange to maximize your investment goals! www.1031Financial.com/Contact #DST #1031Exchange #RealEstateInvesting DST investments are illiquid and can expose investors to risks including the 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. Securities offered through 1031 Securities Inc. member FINRA / SIPC