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TM 1031 Exchange assists investors in developing risk-sensitive investment strategies and provides them with access to appropriate properties to achieve their goals.
TM 1031 Exchanges differs from other real estate firms in that we focus first on the investor’s needs and then identify appropriate investments from our inventory of hundreds of available properties.
Each investor has a different risk tolerance and set of needs or requirements they are looking for. TM 1031 Exchange focuses on the three following distinct areas to maximize the investor’s chance of success:
Risk Considerations and the 1031 Exchange
The first area of risk is associated with the exchange itself. This risk can be found in both the strictures of the 1031 exchange rules and the potential challenges of finding appropriate replacement property in the available time.
Our approach is to discuss with the investor in detail their needs and develop a consensus of how best to approach the 1031 process for their unique situation.
Access to TM 1031 Exchange’s large inventory of available properties can make a crucial difference between a successful 1031 exchange and a failed one. Our focus is on properties that have a high certainty of close and can be quickly evaluated for appropriateness; keys to a successful 1031 exchange.
Risk Considerations and Overall Investment Strategy
The second area of risk is associated with the overall real estate strategy the investor is using as it relates to the investment outcome the investor is looking for.
There is a tremendous difference in how a retiree manages his/her real estate investments for reliable cash flow with little management required versus a young active real estate entrepreneur who wants to aggressively build his/her real estate net worth.
An important element of this overall strategy is the understanding of how individual properties fit into an overall diversification plan used to mitigate risk.
Risk Considerations and Specific Properties
The third area of risk relates to understanding the specific property being considered.
The successes and failures we have seen over our more than thirty years in real estate were predictable if viewed from a risk/reward prospective. By understanding what to look for, the investor can quickly determine if a property is right for their individual needs or not.
Conclusion
Leaving any one of these three areas unattended to can lead to excessive risk with the very real potential for unwanted negative financial consequences.
While there are no meaningful absolute guarantees (even a guarantee is only as good as those standing behind it), by carefully planning and selecting appropriate properties the investor can maximize their chance for success.
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