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Defer Capital Gains Taxes on Investment Properties

Learn how you can use 1031 exchanges and DSTs to your advantage

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Download our FREE Guide Today to Learn:

  • What a 1031 exchange is and an overview of the basic steps

  • Essential rules and timeline to follow in a 1031 exchange

  • The expected net proceeds of selling a property vs using a 1031 exchange 

  • The vast range of “like-kind” properties available for investment

  • The many benefits of a Delaware Statutory Trust (DST)

About Safe Harbor Asset Management

Safe Harbor Asset Management partners with clients to develop creative, tailored wealth management solutions.

We provide personalized guidance to help you successfully determine the right 1031 exchange strategies and investment opportunities that align with your goals.

Throughout the 1031 exchange process, we will: 

  • Review replacement properties together that have been vetted by Safe Harbor Asset Management

  • Collaborate with professionals you are working with to complete your exchange including your realtor, attorney, and accountant

  • Provide you with ongoing education on the 1031 exchange process and answer any questions regarding your exchange and investment
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Stephen K. Davis

President/CEO of Safe Harbor Asset Management, Inc.

 

Download your FREE copy of Tax-Deferred Strategies for Real Estate Today!