All Forum Posts by: Joe Vesey

We are a Fiduciary, Fee only advisor. Our fee is typically significantly less than a broker-dealer commission, so the exchanger ends up with increased equity to invest into the DST.

It is pretty widely accepted that you are able to refinance after closing on your replacement property in a 1031 exchange.  Changing how title is held on your replacement property would be subject to holding period requirements - many recommend that your exchange should be "old & cold" before making any changes.  Changing how title is held soon after you close on your replacement property should be approached very carefully as to avoid issues.  Like all things exchange related - make sure you are discussing with your tax and legal advisors.  

Our model actually increases an exchanger's equity available to invest into the DST.