We have done the research on performance, experience and track-record for each of the 1031 Exchange Sponsors which can help you decide on the Sponsor that you need to complete your 1031 Exchange
A sponsor institutional-quality real estate exchange programs that qualify for tax deferral under Section 1031 of the Internal Revenue Code
Approx $710 Million Assets under Management
Capital Square ranked 485th on the Inc. 5000 list of fastest growing companies
2nd fastest growing company in the Richmond, Virginia
Leadership team cumulatively has more than 200 years of experience
Highlights
Our platform features 1031-exchangeable DST portfolios of long-term, net-leased properties backed by investment grade corporations
Invested across over 460 properties, Diversified across 33 states
$1.5+ Billion of assets under management, 12+ Million square feet under management
Focus on investment-grade, necessity-based retail and Class B/B+ value-added multifamily
Highlights
A commercial real estate brokerage and advisory firm dating from 1958, with a New York City presence since 1985.
At the time of the acquisition, Grubb & Ellis had a New York regional staff of 1,000, including debt and equity experts; financial analysts; and appraisers.
Much of Grubb & Ellis regional work had come from outside the city, including in Westchester County and Connecticut; and the firm for a long while struggled to gain a significant workload in prime Manhattan, even filing for bankruptcy protection in February 2012.
Founded in 1945, Cantor Fitzgerald is as global financial services firm with approximately 10,000 employees located in more than 84 offices and 20 countries around the world.
Over the past decade, Cantor Fitzgerald has invested more than $2 billion in its commercial real estate business infrastructure.
Cantor Fitzgerald Capital brings to market a range of high-caliber real estate investments, including Non-Traded REITs and 1031 Exchanges.
It is one of the only 22 primary dealers of U.S. government securities.
Highlights
We pride ourselves in providing retail and multi-family properties that qualify for 1031 Exchange, facilitating deferral of capital gains taxes.
Experience of serving more than 5,000 investors
Whether you’re an investor, lender, seller or tenant, we can help connect you to the right people.
Over 90 years of combined experience in the commercial real estate and investment industries.
Highlights
We are a full service real estate investment management company that currently operates 22 senior housing properties
Acquired and managed over $6 billion of U.S. real estate in over 30 states.
We value our local, national and international relationships that have been developed in the company’s 20 plus years of doing business.
Collectively, our management team has over 150 years of real estate experience.
Highlights
A sponsor of alternative public and private real estate securities, and provides opportunities for individuals to invest in real estate programs.
Formed in 1968, Served more than 490,000 Investors
IPC has sponsored 226 private placement programs
Offering more than $4.1 billion in equity
Leadership team cumulatively has more than 100 years of industry experience
Highlights
A real estate private-equity investment company that owns and manages multifamily apartment properties
Completed over 70 real estate investments totaling 15,000 apartment units and $1.1 billion of value
Currently owns and operates nearly 5,000 apartment units.
Founded in 2010, has over 180 employees and is headquartered in Old Lyme, CT
Highlights
A real estate firm that provides customized tax deferred exchange solutions for real estate investors
Manages 56 properties in 25 states with 1.79 million sq ft space with 100% occupancy.
Turnkey Solution for Property Sourcing, Due Diligence, Financing and Management.
Tailored Loan-to-Value with Structured Financing
Highlights
A national sponsor of syndicated 1031 Exchange offerings with a focus on Class A assets
Structured 1031 Exchanges on over $750 million in total property value and nearly 6.0 million sq ft of property
Partnerships with some of the largest, leading apartment operators with more than 200,000 apartment units
Comprehensive investor communication and reporting
Highlights
An investment advisory firm with expertise in commercial real estate and real estate-related investments
CPA targets investment properties that are strategically located in stable and recovering markets with strong commitments to infrastructure
By acquiring investments at prices below intrinsic value, CPA can create an immediate margin of safety for investors while positioning them for higher return potential.
Highlights
Everest Properties is a privately-held, diversified real estate investment firm.
Everest seeks to acquire and finance assets that Everest believes have a disproportionately high potential investment return compared to the investment risk.
Everest’s current portfolio of property is estimated to exceed $500,000,000 in value.
Highlights
A nationally recognized real estate investment firm specializing in the acquisition, development, and management of multifamily and commercial properties
$2.5 Billion Assets under Management, More than 5000 Investors
12,000 Multifamily Units, exceeding $4 Billion in Acquisitions
20 Years in Business, Present in 17 States
Highlights
Southern California based real estate private equity firm
Our platform targets multifamily, mixed-use, business and healthcare properties to acquire, reposition and develop.
Acquired and/or developed 4,000 multifamily units and more than 3 million sq. ft. of office, industrial and retail properties in the last 15 years.
$500 million in real estate investments with annual rates of returns consistently over 20%.
Highlights
Specializes in what the firm considers to be well-positioned student housing properties
Nelson Brothers manages over $750 million in real estate with more than 100 employees
The Sponsor programs raised approximately $250,000,000 from over 1,000 investors, purchasing roughly $635,000,000 in real property
Investors who participated in more than one Sponsor program were counted as an investor for each such program
Highlights
Founded in 1970, AEI brings decades of professional expertise to the management of its net lease property investment offerings.
Investors have subscribed more than $1.13 billion to AEI net lease property offerings.
AEI has sponsored 136 net leased real estate programs for more than 20,000 investors nationwide.
It is one of the first to start 1031 Exchange in United States of America.
San Antonio is the second-largest city in the state of Texas and the seventh-largest city in the United States with a population of 1.3 million. It was the fastest growing of the top 10 largest cities in the United States from 2000-2010. The city is home to one of the largest military concentrations in the United States.
This property is considered a “zero-coupon” real estate ownership opportunity as there is an assumable, non-recourse loan already in place and, by design, “zero” cash flow will be produced. Instead, the lease payments go directly to repaying the loan. At the end of the initial lease term you own the property free and clear.
Highlights
ApexOne Investment Partners acquired Wimberly at Deerwood on Feb. 19th, 2013 and to date 15 units have been completely upgraded and leased. The upgraded units initially projected to achieve 6-8% rental increases have achieved 12.3% increases with effective rents increasing from $1.03 sq. ft. to $1.19 sq. ft. The lower loan costs that were achieved using floating rate debt with a 4.5% cap have resulted in >13% annualized investor returns, ahead of projections.
Highlights
B&B Alexandria Corporate Park is a 271,730s.f. ($212/ft) office warehouse
located in Alexandria, VA just inside the Washington Beltway, I495 and
I395. The property sits on 16 acres within Fairfax County and is zoned I-4.
With 150,000 s.f. (55%) of office and 121,500 s.f. (45%) of warehouse,
the property has potential additional buildable square footage available of
approximately 50,000 s.f.
Highlights
Under a Confidential Private Placement Memorandum and Addendum dated December 11, 2007 (the “Memorandum”), BIG Carriage Park, LLC and BIG Carriage Park Investors, LLC are offering investors tenancy-in-common interests in the property, and limited liability company units in an entity that will own a tenant-in-common interest in the property. The offerors and the property management company are owned by BGKIntegrated Group LLC. Since November 2006, BIG’s wholly-owned subsidiaries have conducted 10 offerings of tenancy in common and/or limited liability company interests involving over 1,348,791 square feet of office and light industrial properties in Alabama, New Mexico, Texas, Louisiana, Ohio, Kansas, Florida and West Virginia for an aggregate price (including investor equity and assumed debt) in excess of $203,902,975. BGK owns, operates, and manages commercial real estate.
Highlights
Employment growth on a year-to-year basis in San Antonio continues to be above that for the U.S. as a whole, with gains spread across almost all sectors. Even the volatile manufacturing and construction industries, which have been in decline throughout much of the nation, are up year to year, and the overall unemployment rate of 4.2% has remained below that for the U.S., as a whole.
The Copperfield Apartments are located along Sir Winston Drive, just east of Blanco Road, in the suburban north central San Antonio submarket, approximately 8 miles north of the San Antonio central business district and approximately 1.5 miles northwest of the San Antonio International Airport. Land uses within the immediate vicinity of the property consist primarily of multi-family developments built in the 1980s and 1990s, and middle income single family residential developments.
Highlights
CROWD REALTY ADVISORS principals collectively have a century of institutional and private real estate investment experience totaling $2 Billion in real estate transactions. Crowd Realty Advisors is the culmination of decades of combined investment experience established to capitalize on the rapidly occurring paradigm shift preferring urban, over suburban lifestyles for work, live and play.
1031 EXCHANGES This offering is designed for accredited investors seeking to participate in a proposed tax deferred exchange as well as accredited investors seeking a quality, multiple owner real estate investment on a cash basis.
Highlights
Hartman is offering to accredited investors the opportunity to purchase beneficial ownership interests in the Hartman Retail I, DST which was formed to acquire a 109,000 square foot retail building located in the Far North Retail Submarket of Houston, TX.
The Hartman Retail I, DST should qualify as a real property interest for purposes of completing a like-kind exchange of real property under IRC Section 1031.
Highlights
Cordevalle (the “Property”) is a 280-unit luxury garden-style community comprised of 12 two and three story residential buildings located in the north Austin area in the city of Round Rock, Texas. It is located approximately 25 miles northeast of Austin’s central business district. The Property includes one and two bedroom units and contains 286,483 net rentable square feet with an average of 789 square feet per unit. The property was completed in 2014.
Highlights
THE OAKS AT LYNCHBURG, Lynchburg, VA, is an assisted living facility completed in 1991 with an addition in 1999 (the “Project”). The building contains 40 units and is licensed for 61 beds. The 21,887 square foot building is situated on a 4.27-acre site.
Highlights
The John Company bring over 25 years of institutional level experience. Along with experience comesinstitutional level relationships, research, due diligene, assest class, invaluable insight into management decisions, value added opportunities and years of commerceial real estate knowledge. The John Hicks Company provides institutional leadership with low cost fees creating tremendous value for investors.
Highlights
Landmark Dividend LLC, (“Landmark” or “sponsor”) is offering to accredited investors the opportunity to invest in the land beneath the Great Valley Solar project through Delaware Statutory Trust (“DST”) interests in Landmark Dividend Solar Land 1 DST. The property is 100% leased, is located in Fresno County, California, will not have any leverage, and is currently owned by the Sponsor.
Highlights
The Heights at Battle Creek (the “Property”) is a newly built, Class A apartment community consisting of 276 apartment units in twenty-three, three-story buildings containing a total of 237,516 rentable square feet.
Highlights
Principle Equity Management (PEM) is offering accredited investors the opportunity to purchase LLC interests in 121 Airport Centre I & II. The asset includes two Class A two story multi-tenant office buildings totaling 251,168 net square feet, located on 18.35 acres in Bedford, Texas a suburb of the Dallas/Fort Worth Metroplex. This offering provides an opportunity for investors to acquire an institutional quality asset leased entirely by five national credit tenants. 121 Airport Centre is currently 90% leased.
Highlights
Rainier Exchange Portfolio I, DST (the “Trust”) has been formed to acquire four recently constructed retail properties subject to existing long-term leases with CVS and existing long-term mortgage fi nancing with Wells Fargo Bank. Investors seeking replacement property for a 1031 exchange can acquire benefi cial interests in the Trust and receive tax deferral and the benefi ts of property ownership. The purchase price for each 1% interest in the Trust is $27,000 of cash and the assumption of $197,000 of debt, thereby providing signifi cant 1031 debt replacement for a relatively low cash investment.
Highlights
The REVA team delivers solid performance over the life of your investment. Execution matters, details matter and with REVA Raleigh Colonnade, we are focused on a buisness plan that delivers exceptional tenant service, a zero hassle occupancy and complete satisfaction to assure the highest asset value and ongoing cash flow to investors. Superior outcomes, solid returns and personal service are all part of what REVA delivers every day.
Highlights
Neither Jones Lang LaSalle, nor any of its partners, directors, officers, employees and agents (“Agents”), make any representations or warranties, whether express or implied, by operation of law or otherwise, with respect to this Offering Memorandum or the Property or any materials, statements (including financial statements and projections) or information contained herein or relating thereto, or as to the accuracy or completeness of such materials, statements or information, or as to the condition, quality or fitness of the Property, or assumes any responsibility with respect thereto. Such materials, statements and information have in many circumstances been obtained from outside sources, and have not been tested or verified. Projections, in particular, are based on various assumptions and subjective determinations as to which no guaranty or assurance can be give.
Highlights
Reno Student Housing, DST, a newly formed Delaware statutory trust (the “Trust”) and an affiliate of SmartStop Asset Management (“SAM”), is offering (the “Offering”) to sell to certain qualified, accredited Investors (the “Investors”) pursuant to this Confidential Private Placement Memorandum (the “Memorandum”) up to $42,900,000 of beneficial interests (the “Interest”) in the Trust.
Highlights
This summary is for informational purposes only and is not intended as an offer or solicitation. An investment in the property described in this summary may only be made pursuant to the terms of a Private Placement Memorandum to be issued by an affiliate of Syndicated Equities Group, LLC (the “Sponsor”).
Highlights
Selina Plaza is strategically located in the northeast section of Jacksonville, Florida at the Alta Drive exit off State Highway 9- A on the northwest corner of Faye Road. This section of Jacksonville is rapidly growing with substantial growth projected over the next 5-10 years. In addition to these dynamics, Expansion Magazine has ranked Jacksonville as the #1 “Hottest City” in America for business relocation or expansion. Jacksonville, ranked in the top 10 every year of the survey, was ranked first in 1999, 2002 and 2003.
Highlights
The Marquis at Mount Zion Apartments offer a very functional location, excellent curb appeal, and a competitive amenity package while maintaining seclusion and privacy. This market-leading asset is located just one mile from Interstate 75 and the one million square foot Southlake Mall. It is an area with consistent population growth at the epicenter of major retail and employment districts.
Highlights
Investing in DST Interests involves a high degree of risk. Before investing you should review the entire Private Placement Memorandum including the section titled ‘Risk Factors.’ Dated: May 14, 2015.
The purchase of an Interest involves a number of risks. Do not acquire an Interest if you cannot afford to lose your entire investment. Carefully consider the risks described below as well as all those discussed in the Private Placement Memorandum (“PPM”) section titled “Risk Factors”. Consult with your legal, tax and financial advisors about an investment in an Interest.
Highlights
The Sam Houston State Portfolio consists of two properties located at Sam Houston State University in Huntsville, TX. Montgomery Village is a 48 unit, 192 bed, luxury student housing complex built in 2007 and located approximately ¼ mile south of campus. The Village at Sam Houston is a 48 unit, 192 bed, luxury student housing complex built in 2004 and located approximately ½ mile east of campus. For the 2007-2008 academic year, Montgomery Village is 97.4% leased and The Village at Sam Houston is 92.30% leased.
Highlights
Founded in Texas, in 1998 to sponsor public and private real estate programs
A $2 billion full-service real estate firm with over 800 employees and 6 divisions
Sponsored 47 privately offered prior real estate programs, raising approximately $437.7 million from more than 1,358 investors
43 of the Moody Programs were TIC programs, 3 were DSTs, and 1 was a private fund
Highlights
Having been exclusively in the apartment investment business since 1976, RK Properties finds itself without many peers
Since 1976, RK has sponsored over 100 investment programs valued in excess of $450 million.
It currently has 4,197 units under management in 27 different properties owned by entities sponsored by the Sponsor and its Affiliates
More than 65 of the programs have gone full cycle.
Highlights
During our 25-year history, Black Creek has sponsored 18 full scale investment platforms
Owned and operated more than 1,300 office, industrial, retail & multifamily properties across North America
Developed more than $3B of properties across North America
#1 buyer of industrial real estate in 2012 – #3 from 2011-2016
Developed or acquired more than 120 retail properties
Avistone is a commercial real estate investment firm specializing in the acquisition and operation of multi-tenant industrial and business parks nationwide
The executive management team of Avistone has completed more than $4 billion in real estate equity investments and debt placements
The team has more than 100 years of combined experience
Avistone has delivered an average cash distribution yield to its investors of more than 8%.
Highlights
KB Exchange Trust provides real estate investors with a simplified 1031-exchange solution through DST ownership interests.
Structured over 19 separate co-ownership offerings, valued at approximately $200 million.
The principals of the company have been involved with more than $2 billion in 1031 exchange offerings, and over $8 billion in other REIT and fund acquisitions
Highlights
A fully integrated boutique real estate-focused investment firm led by a highly experienced team of professionals
Collectively our leadership team has led more than $20 billion of commercial real estate transactions
$700M of assets accumulated on behalf of institutional and high net worth investors
Bring more than 75 years of experience to each investment.
Highlights
A leading boutique provider of commercial real estate structuring and advisory services
$9 billion in transactions closed in single tenant net lease properties since 1996.
The majority of our team has been with the firm for over 10 years
Provides a broad range of commercial real estate acquisition, brokerage and related services
Essex was formed to create and market innovative replacement property solutions for investors seeking like kind exchange properties
It structured the $95 million acquisition and disposition of the Sun Microsystems Headquarters in San Jose, CA
It structured the approximately $80 million disposition of a midwestern BNSF Intermodal Railway Facility
It structured the approximately $40 million disposition of the medical office building leased to Greater Baltimore Medical Center