Nucleus
Financial
Property Owners
Asset Allocations​
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When managing physical properties, whether a commercial building, an apartment, or a farm, it is important to have diversity across your entire financial picture and make sure you are not over concentrated in one part of your portfolio.
1031 Exchanges
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When selling a piece of property, it isn't the money you can make that is most important, but the money you can keep. Deferring the capital gains tax on the sale of your property is a way to help ensure you can continue to benefit from your hard work.
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1033 Exchanges
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If your property is affected by a project where the purchaser has eminent domain authority, you qualify for a 1033 Exchange. The rules that govern this type of exchange differ slightly from a 1031, and can have an impact on the best course of action available to you.
1031 Exchanges
The 1031 Exchange is a useful tool for property owners to defer capital gains tax when selling a property. This is achieved by exchanging real property for a like-kind piece of real property. Nucleus aims to reduce the headaches that come with managing real estate by finding replacement properties that are passively owned, so you can enjoy your time and maintain the benefits of owning real estate.
Types of Properties that can be Exchanged:
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Farmland
Apartment
Rental Home
Mineral Interests
Commercial Buildings
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1033 Exchanges
The 1033 Exchange is a tool with some similarities to a 1031, but has a few key differences. The objective remains the same, which is to mitigate capital gains taxation and continue to benefit from the the product of your labor. However, some of the timelines and custody rules differ from the 1031.
Types of Purchasing entities that qualify you for a 1033 Exchange:
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- Any form of government
- Utility Companies with Eminent Domain Authority
- Some pipeline companies that are granted eminent domain authority
This information is not intended to be a substitute for specific individualized tax advice. We suggest that you discuss your specific tax issues with a qualified tax advisor. Neither the named representative nor the named Broker Dealer or Investment Advisor offers tax or legal advice