Tax-Advantaged Real Estate Replacement Properties and Solutions

What is a 1031 exchange?

?

A 1031 exchange allows you to defer capital gains taxes by using the proceeds of a property sale to buy a similar one within a specified amount of time. These are considered like-kind exchanges and can include, but are not limited to, the following property types: Commercial properties, Single-family or Multi-family rental properties, Land, and short-term rental properties.

?

Who are we?

?

Project Blue, together with its partner firms, is a consulting organization that works specifically with select accounting relationships firms, RIAs, and real estate-related professional organizations on tax-advantaged?real estate transactions. Our goal is to help your clients make better and more effective tax-advantage real estate decisions.

?

The critical juncture of any exchange is the dynamic around finding suitable replacement property within strict timelines. Our relationship coordinators take a listen-first approach to the exchanger's goals and objectives, then source opportunities across its nationwide pool of relationships. Having a broad pool of replacement property options to choose from helps our team deliver product-agnostic and custom solutions to each client for reinvesting the sale proceeds from their investment property (or other capital gains) in one or more replacement properties, be it a Delaware Statutory Trust (DST), fee simple net lease property, or Qualified Opportunity Zone Fund (QOZF), or UPREIT at attractive risk-adjusted returns.

?

Client Benefits

?

• Turnkey 1031 end-to-end solution designed to educate, facilitate, and transact?? with efficiency and transparency.

?

• Access to educational materials and technology enabling client firms to engage clients on tax advantaged real estate strategies.

?

• ?Access to experts along the 1031 exchange lifecycle providing quick response to technical questions and strategy when timelines matter.

?

• Replacement property portfolios matched with client objectives, investor suitability, and other tax mitigating strategies like cost segregation.

• ? Deep industry relationships enabling direct access to partner firms to help clients with even the largest exchange needs.

?

• Ability to customize solution to client needs and branding objectives. Enables the accounting firms and RIA’s we work with to focus on client acquisition and retention.

?

How does it work?

?

If you are a CPA, RIA or Real Estate Investor contact Cheri Muniz to schedule a DEMO.

?

?

Cheri Muniz

Sr. Capital Consultant

Project Blue Financial Consulting

Cell: 925-381-4754

cheri.bluewealthplan.com?