Patriot Special Notice: 1031 Exchange Into A Diversified Fund – Unlock Tax Benefits with Patriot Holdings

October 3, 2024
4
 min read
1031 Exchange Into A Diversified Fund

At Patriot Holdings, we’re excited to offer investors the potential opportunity to utilize 1031 Exchanges to defer taxes and invest in our diversified Funds, depending on your specific circumstances.

1031 EXCHANGE INTO A DIVERSIFIED FUND

A 1031 Exchange remains one of the most powerful tax strategies available for real estate investors. It allows you to defer capital gains taxes when selling a property, as long as you reinvest the proceeds into a "like-kind" property. For savvy investors looking to grow their wealth while optimizing tax liabilities, this strategy is a game-changer.

Why Consider a 1031 Exchange into a Patriot Fund?

  • Ownership Stake: Become an equity owner in a diversified portfolio of real estate assets.
  • Diversification: Spread your risk across multiple high-performing assets in sectors like self-storage, mobile home parks, and small-bay industrial properties.
  • Tax Benefits: Potentially defer capital gains tax on the sale of your property while enjoying long-term tax efficiencies.
  • Capital Appreciation: Your investment could grow as the fund’s assets increase in value.
  • Cash Flow: Earn income from a variety of commercial real estate properties.

If you’re considering a 1031 Exchange, we’d love to speak with you. Our team can help you determine whether your exchange qualifies and walk you through how investing in a Patriot Fund could help you defer taxes while growing your wealth.

Contact our Investor Relations team to learn more and see how a 1031 Exchange could benefit you today.

Next Steps: Interested To Learn More or Invest In Commercial Real Estate?

If you would like to learn more about our Open Funds or invest in Commercial Real Estate please contact our investor relations team by completing the New Investor Form here (it will take less than 2 mins).