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Patriot Special Notice: 1031 Exchanges
Patriot is potentially able to offer investors the opportunity to 1031 exchange assets into our Funds, subject to your specific circumstances.
To understand if we can accept your specific exchange, please speak with our investor relations team to learn more.
A 1031 Exchange into a Patriot Fund could potentially defer your tax obligations as well as provide diversification, cash flow, and capital growth.
Deferred Tax Liability:
1031 Exchanges remain one of the most effective tax strategies for savvy real estate investors. This legal mechanism allows for the deferral of capital gains tax triggered by the sale of a property by reinvesting the proceeds into a "like-kind" property.
Benefits of a 1031 Exchange into a Patriot Fund:
- Ownership Stake: You'll own equity in the Fund.
- Diversification: Your income and capital appreciation will be diversified across multiple assets.
- Tax Benefits: Potentially realize significant tax efficiencies with your investment as well as deferring capital gains tax on the sale.
- Capital Appreciation: Benefit from the growth in the value of the fund assets over time.
- Cash Flow: Receive income from a diversified portfolio of commercial real estate properties.
If you are interested in the potential of a 1031 exchange, please reach out to our team; we will work with you to determine if your 1031 exchange is eligible.
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).
