1031 Replacement Properties
A 1031 exchange offers real estate investors the opportunity to defer paying these taxes by reinvesting their equity in one or more investment properties.
NL1031 was formed to provide a customized approach to real estate investors and their advisors by leading a coordinated strategy for unique solutions in the disposition of their real estate in a tax efficient manner. The firm brings four decades of experience in the investment industry with a specialized focus in real estate. Specialties include: 1031 exchanges, DST, UPREIT, Triple Net Lease Real Estate, Private Equity and Family Offices. NL1031 works closely with attorneys, CPAs and real estate professionals to advise real estate owners on 1031 replacement options.
A 1031 exchange offers real estate investors the opportunity to defer paying these taxes by reinvesting their equity in one or more investment properties.
DST investments are “packaged” by a Sponsor who is responsible for all property management, asset management and property operations.
The 1031 TIC structure allows multiple investors to enjoy the 1031 tax deferral benefits of directly investing in a property as tenants-in-common.
A §1031 Exchange is a valuable tax strategy for those selling and buying real estate for investment. Whenever a business or investment property is sold and there is a gain, generally the person selling the property has to pay taxes on the gain at the time of sale. IRC §1031 provides an exception and allows payment of the tax on the gain to be deferred if the seller reinvests the proceeds in a like-kind property as part of a qualifying §1031 Exchange. By exchanging one property for another, the property owner can defer federal and state* capital gains taxes, leaving greater net profits for reinvestment. In addition to improving cash flow, §1031 Exchanges also allow investors to shift an investment from one geographic region to another, trade older properties for newer ones, leverage existing equity, and diversify, improve and/or increase a real estate portfolio.
Mark R. Baran - Founder and President
Mark Baran formed Net Lease 1031 in 2018 after serving in senior roles of several prominent national real estate organizations. Prior to Net Lease 1031 he was the Co-Founder of Four Springs Capital, LLC where he originally led the Capital Markets Group since its formation in 2008 before specializing in the 1031 DST tax deferred division of the firm during which he advised investors, accountants and attorneys throughout the country. Mark has more than thirty years of experience in real estate, investment management and private equity including senior roles in real estate at JMB Realty and Boston Capital. Prior to Four Springs Capital, LLC, Mark advised high net worth investors, family offices and foundations at Neuberger Berman, Nicholas Applegate, State Street Research and Spencer Trask Ventures as well as Yale University raising funds for the Yale endowment. Mark currently serves on the Council of Advisors for the National Foundation for Cancer Research and is the former chairman of its investment committee. He is also the founder of Swim4TheCure and has been active in various community and alumni organizations at Yale University and in Greenwich Connecticut. Mark received a BA from Yale University where he studied architecture and administrative science and earned a CIMA designation at the Wharton School at the University of Pennsylvania.
With a 1031 exchange, real estate investors can defer their capital gains tax on the sale of a property if they reinvest the proceeds in another qualifying property under the Internal Revenue Code Section 1031.
1031? DST? TIC? UPREIT? Net Lease 1031 can help with all of these. Please contact us to request a list of our 1031 Exchange NNN, DST and TIC offerings.
We offer pre-vetted investment opportunities with full transparency. Our listings include industrial, medical, office and retail properties. Contact us for more details.
Our team of seasoned industry veterans can help you with all your 1031 exchnage needs.
NL1031 works closely with attorneys, tax and real estate professionals to advise real estate owners on 1031 replacement options.
Identify the replacement property(s) within 45 days of the date of sale
Complete purchase of new property(s) within 180 days from the date of sale
The buyer of the replacement property must be the same legal entity as the seller
A Qualified Intermediary must hold the proceeds during an exchange
All funds from original sale must be reinvested in a replacement property(s)
Mortgage amount on the new property must equal or more than mortgage paid off at sale
You can now invest in commercial real estate properties that were previously hard to find and even more challenging to access. NL1031 works closely with attorneys, tax and real estate professionals to advise real estate owners on 1031 replacement options.