Benefits

There are a number of potential benefits of a 721 exchange. As an investor, it is important to review the potential benefits and potential risks prior in detail prior to investing.

For more information and experienced guidance about 721 exchanges, contact the professionals at 721 UPREIT Solution.

Easily Access a professionally managed, diversified portfolio of institutional-quality real estate.

Operating partners participate in the cash flow and appreciation of the diversified portfolio of real properties owned by the partnership.

Partial and full liquidity available subject to the terms of the partnership’s share repurchase program.

Ability to eliminate taxes altogether through the transfer to Operating Partnership units to heirs on a “stepped up” basis in connection with estate planning.

* The Operating Partnership is not required to exercise its Fair Market Value 1 (FMV Option) to acquire DST properties. Should the Operating Partnership acquire the DST property for cash, rather than OP units, clients may pursue a subsequent 1031 exchange under current United States tax law. If the FMV Option is exercised, liquidity in the Operating Partnership is not guaranteed and is subject to limitations, and investors could no longer participate in future 1031 exchanges.

1. In connection with the master lease, the Operating Partnership receives a unilateral option (FMV Option) to reacquire the asset at fair market value 2 years later.
2 The Operating Partnership’s unit distribution income is established by the board of directors, is not guaranteed, and may fluctuate.
3 Investment values may fluctuate.
4 Subject to any changes in US tax law and limited to certain ownership types. Please consult a tax professional.