How To Do A 1031 Exchange Into A Real Estate Syndication

The term 1031 Exchange comes from the U.S. Internal Revenue Code section 1031. A 1031 Exchange allows you to sell an investment property and purchase a like-kind property. This process defers capital gains tax. You can complete multiple 1031 exchanges, but when you sell a property without investing in another property you will be subject to capital gains tax.

Overland Capital allows investors on many of its investments to use a 1031 Exchange to defer capital gains taxes when they invest. Download the 1031 Exchange Crash Course now to learn more information about 1031 exchanges in general.

While other sponsors may turn you away if you have a 1031 exchange, not Overland Capital. While there are a few exceptions, we allow 1031 exchange investors to invest in most of our syndication investments and while there are some intricacies to the process, don’t be fooled by others who say it can’t be done!

Overland has successfully included 1031 exchange investors as passive investors on deals totaling over $100 million dollars. With projects as small as $1 million to projects as large as $50+ million, Overland knows how to successfully help you get the most out of your 1031 exchange.

Passively investing in a real estate syndication using a 1031 exchange is more involved on the front end, but the benefits are worth it. Overland is an expert at working with lenders to ensure that each 1031 exchange stays within the exchange guidelines while also generating maximum profitability for investors. The good news? We will walk you through the process step-by-step so you can feel confident in your investment.

*Disclaimer: We are not a CPA firm or attorney’s and therefore, do not provide any kind of tax advice. The following video is for informational purposes only based on conversations we’ve had with our tax accountant. It is strongly advised that you seek tax advice from your own tax advisor before making any investment decisions

Want to Learn More About 1031 Exchanges?

Exchange Process

Investors have 180 consecutive days starting from the day they sell their property to complete a 1031 exchange

Qualified Intermediary

Investors need to use a qualified intermediary to complete an exchange

Like Kind

The investment property in question must be for investment or business use. All investment real estate qualifies for 1031 exchanges


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