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Case Study: A Unique NNN-Like 1031 Exchange

photo of briarwood apartments in little rock arkansas

Spring Hill & Briarwood Apartments

Little Rock, AK
Price: ~$3 million

A 1031 Exchange with NNN Benefits

A seasoned apartment complex developer wanted to use a 1031 exchange to invest in an apartment complex investment company. Since the deal posed NNN-like attributes with the 1031 exchange component he decided to seek assistance with the complexity of the transaction. He knew of Westwood Net Lease Advisors’ role in helping others maximize the 1031 exchange and reached out for our guidance.

growth Investment concept

No Landlord Responsibility, Great Return

This particular 1031 exchange transaction offered the benefits of a NNN lease, like passive monthly income without any landlord or maintenance responsibilities, no expenses, and a great rate of return, within the scope of an investment group. Our client was familiar with the tax-deferred benefits of investing proceeds from the sale of his high-maintenance apartment complex into a no-maintenance property but did not know how it would work outside of a traditional NNN investment.

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NNN Advisors Help Facilitate Complex Investment

With a full Rolodex of industry contacts, he chose to partner with Westwood Net Lease Advisors to ensure he was investing properly and well within the scope of the tax law. Mike Kocur and Vince Vatterott worked with the client and investment company throughout the process from the first phone call to closing in an advisory capacity, providing insight on the acquisition and proactively assisting as the project moved forward. Our full advisory representation throughout the very complex and time-consuming transaction also provided peace of mind.

“We are the only company in the US that focuses on the commercial real estate buyer and his or her needs. Though we specialize in NNN investments, our decades of expertise encompasses many facets of the industry, including the 1031 exchange tax code. We partner with all types of buyers to ensure their needs are met and that their investments are sound.” – Mike Kocur

Benefits of the §1031 Tax Code for NNN Investments

Besides potential indefinite tax deferral on commercial property, other great benefits of the IRC §1031 exchange for NNN investments include:

  •  Trade up from a high-maintenance property to a low-maintenance property.
  • Diversify your holdings by exchanging one property for two or three.
  • Relocate your property investment to a local or nationwide area that’s ready to boom.
  • Bolster your real estate investment portfolio and build a tax-deferred estate plan.

Download our 1031 Exchange e-book for all the details and benefits of this tax code!

To Wrap it Up –We Help Experienced &  New Investors at No Cost

The Westwood Net Lease Advisors team specializes in 1031 exchange and cost-segregation tax codes, has vast nationwide market relationships and complete transaction expertise. Whether you’re an experienced investor or new to the NNN market, we provide objective advice, education, knowledge, resources, and advocacy – all without any cost to you!

If you have any questions about NNN investing or the 1031 exchange, be sure to contact Mike or Vince at Westwood Net Lease Advisors today. 314-997-5227.

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Tags: nnn investment properties, triple net lease tenants