Update on Proposed Threats to 1031 Exchanges

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Adam Bryan of H&S Wealth Management | Greg Marderian of AOA Brokerage

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Update on Proposed Threats to 1031 Exchanges

In this AOA Live Stream, you will discover how to:

  • How proposed new tax policies might impact IRS 1031
  • Where are we in the current real estate market cycle - should I sell now or wait?
  • Tips for Selecting a Delaware Statutory Trust

Adam J. Bryan was born and raised in Los Angeles. His early career included film production, network television analysis, and corporate marketing. Since 2004, when the IRS issued a revenue procedure on DSTs (Delaware Statutory Trust) for 1031 exchanges, he has been at the forefront of the financial services industry, as both a real estate and securities professional. In 2002, Adam joined SCI Real Estate Investments, a leading sponsor of co-owned investment real estate, where he served as Senior Vice President. In 2009, he co-founded Savage Bryan Investments, and continued to service clients with their 1031 exchange needs. In 2014, Adam joined H&S Wealth Management as a partner to its founder Bob Horning. H&S is proud to have had a 20+ year relationship with the Apartment Owners Association.

H&S Wealth Management is your source for tax-advantaged real estate. We specialize in 1031 exchanges—one of the most powerful tax deferral strategies available—providing you quality investment-grade replacement properties designed to meet your short-term needs and long-range financial goals.

Delaware Statutory Trust (DST) investments allow you to pool your money with others to invest in large, institutional-quality properties that you may not be able to afford on your own. Choices abound, including multi-family residential, office, retail, industrial, hospitality, assisted living, self-storage, and even energy production.

As a DST investor, you’ll own an undivided fractional interest in the entire property while retaining rights similar to sole-ownership properties (with some restrictions). We’re experienced DST industry professionals. Our DST investors have simplified their lives through the elimination of time-consuming and costly management problems. DSTs keep investor capital working, with goals such as increasing monthly cash flow, providing capital appreciation, and deferring capital gains and depreciation recapture taxes. When executing a time-bound 1031 exchange, it’s important to work with experienced professionals. We provide you:

  • Turnkey real estate solutions tailored to your individual needs
  • Renewed tax deductions
  • Access to the leading 1031 exchange sponsors
  • Less liability and mortgage risk
  • Large property inventory
  • Credit-worthy tenants; Triple-net leases
  • Portfolio diversification

DSTs are available to accredited investors only and may not be suitable for everyone. (An accredited investor is a person whose net worth, or joint net worth with their spouse, is more than one million dollars – not including their primary residence – or an entity in which all of the owners are accredited investors.) Risks are those of most real estate transactions (such as adverse economic and market conditions, supply of competing properties, interest rates and tax); DSTs are generally illiquid, with a limited secondary market. Returns and cash flows are not guaranteed. Fees may offset tax savings, and they require a high level of due diligence.

Please contact us to learn if DST 1031 replacement properties are right for you. Our focus is education—helping you achieve your personal wealth-building goals.

H&S Wealth Management

800-723 -1031

Greg Marderian has been a real estate professional since 1978. He specializes in multi-family investment sales in the San Fernando Valley and Greater L.A. areas. You can read his published articles by "Googling" his name.

Greg Marderian

(818) 988 – 9200 ext. 133

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Organizer Apartment Owners Association

Organizer of Update on Proposed Threats to 1031 Exchanges

Founded in 1982 by Daniel C. Faller, AOA has become one of the largest apartment associations in the United States, thanks to you, our loyal members.

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