Defer and Diversify with a 721 ExchangeUPREIT Transaction | Beautyshot

Your Primer on the Tax-Advantaged 721 Exchange

Exchange property, defer taxes, and gain liquidity

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We’re pleased you’ve expressed an interest in learning more about the 721 exchange, which can allow your clients to exchange investment property for interests in an operating partnership of a REIT while also deferring capital gains tax.

Our Inland Insights explains how a 721 exchange works and highlights several potential benefits of this strategy. If your clients own investment property and are interested in exchanging it for a more passive investment that provides liquidity, this report is for them.

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