THERE ARE MANY WAYS TO INVEST WITH US
1031 EXCHANGES
STANDARD EXCHANGES
SELL FIRST THEN BUY
The most common type of 1031 Exchange occurs when you want to sell your current property and then buy a replacement property.
REVERSE EXCHANGES
BUY FIRST THEN SELL
A reverse 1031 exchange allows you to buy a replacement property first and then sell your current property. Reverse exchanges allow you to take advantage of buying the right property when it becomes available OR when you want to avoid the restriction of identifying a replacement property within the 45-day window required in a standard exchange.
IMPROVEMENT CONSTRUCTION EXCHANGE
WRAP IMPROVEMENTS INTO YOUR EXCHANGE
If your replacement property is priced significantly lower than your relinquished property, you may be able to wrap the cost of necessary improvements to the replacement (new) property into the value. This can be done as either an Improvement Exchange or a Reverse Improvement Exchange.
This link gives some general information for the different types of exchanges
This is the form that is filled out to begin a 1031 exchange with us
Our Client Success Manager is:
Matt Calhoun - Director at (239) 333-4461
Email: mcalhoun@midlandtrust.com
*Please let Matt know that PDX Capital Partners referred you.
* There are other options if you have an existing account, please let us know if you have questions at (503)407-1363.
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RETIREMENT ACCOUNTS
IRA'S & 401K'S
Yes, you can invest through your IRA and 401K. Please check with your current custodian provider to ensure that they will allow you to move your investment over to Equity Trust, whom we personally use. Equity Trust has been in business over 50 years. You can learn more about Equity Trust at www.trustetc.com.
Our Client Success Manager is:
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Amanda Sherman at (440) 348-9520
Email: a.sherman@equityinstitutional.com
*Please let Amanda know that PDX Capital Partners referred you.