Your 1031 Exchange Experts
Strategic Solutions for Real Estate Investors
Free Guide to 1031 Exchanges & DSTs
Download a Free Guide to Learning About 1031 Exchanges & DSTs
Want to learn more about 1031 Exchanges and DSTs? Our free guide will help you learn the options for disposing of appreciated real estate. It is a great starting point to learn more on the topic if you own real estate investment property.
Let's build a plan that works for YOU
Financial Designs Limited provides strategic portfolio consulting, planning, and management, associated with the tactical execution of 1031 exchanges.
Radio Show
The Financial Advisors
The Financial Advisors with host Certified Financial Planner®, Aubrey Morrow can be heard each Saturday morning at 8 AM on AM 600 KOGO. KOGO`s superior signal strength reaches six Southern California Counties and Tijuana, Mexico.
Investment Planning
Everyone is looking for the ‘Perfect Investment”. If a perfect investment was found, surely it would combine an unbeatable stream of income with outstanding long-term growth and safety. Right? Unfortunately, this is not how the financial world operates.
Retirement Planning
How far away is your retirement? Is it 40, 20 or 5 years away? Life expectancies are on the rise. Today’s retirees can expect to live 20 or more years beyond retirement.
Tax Planning
After more than 30 years of financial planning experience, the majority of the people we meet pay more in income taxes than is necessary. Why? Because most people have their taxes prepared versus planned.
Risk Management
When was the last time you reviewed your insurance coverages vs. needs?
FAQ
Frequently Asked Questions About 1031 Exchanges
What are the three basic options for disposing of appreciated real estate?
Our Free Guide to 1031 Exchanges outlines this in more detail.
What are the tax implications of a 1031 Exchange?
A 1031 exchange allows you to defer paying capital gains taxes when you sell an investment property and reinvest the proceeds into a similar one. Instead of paying taxes immediately, you postpone them until you eventually sell the replacement property without another exchange.
What are Delaware Statutory Trusts (DSTs)?
Delaware Statutory Trusts (DSTs) have earned a rightful position among 1031 exchange investors as a popular and efficient way to reinvest the proceeds from an investment property sale while deferring capital gains taxes on any property appreciation.
Get in touch
Learn more about 1031 Exchanges and owning investment real estate