1031 Exchange into a REIT Portfolio

Take the anxiety out of the 1031 exchange process.
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Potential to exchange your property into shares of a billion dollar portfolio run by a world-class asset manager.

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See your 1031 exchange options:

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    Example Property

    Diversify into a professionally managed real estate portfolio

    Process:

    Use a qualified intermediary to exchange into ownership of a DST that owns a portfolio of properties controlled by a REIT. Potential to sell shares over time to manage your tax liability.

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    EVERGREEN will serve as your fiduciary and advisor to find you a suitable exchange.

    Potential Benefits:

    • Simplify the exchange process
    • Delegate property management
    • Diversify into a large portfolio of Class A assets

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    © 2022 All rights reserved - This is not a recommendation in relation to any named securities and no guarantee is provided. Any references to securities are for illustrative purposes only. There is no assurance that the Adviser will make any investments with the same or similar characteristics as any investment presented. The reader should not assume that an investment identified was or will be profitable.

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