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CapHarbor Newsletter Volume II, Issue 9
September 2005

Securities offered through OMNI Brokerage, Inc. Member NASD/SIPC.

In This Issue...
  • 1031 Exchanges for Tax & Accounting Professionals
    (Why Should Brokers Have All of the Fun?)
    By Jim Shaw, CapHarbor
  • Current Events

  • 1031 Exchanges for Tax & Accounting Professionals
    (Why Should Brokers Have All of the Fun?)
    By Jim Shaw, CapHarbor

    The more time that we spend dealing with IRC Section 1031, the more we realize that the focus of 1031 Exchanges is somewhat misplaced on real estate and securities brokers. Don’t get us wrong; as both real estate and securities brokers, we certainly appreciate the business activity that is generated through 1031 Exchanges, but we understand that, by thoughtful and expert application of the options available through a 1031 Exchange, the benefits to the investor can extend far beyond simple tax deferral. Let’s explore some of these options!

    First, let’s separate the 1031 Exchange investor market into two parts; Active- Investors, who want to maximize their real estate investment(s) though hands-on active management and Passive-Investors, who want to enjoy the benefits of their real estate investment(s) without the need for active, hands-on management. In regard to their real estate investments, Active- Investors are frequently focused on the singular aspect of maximizing value or cash flow from that specific property, not on realizing the other, non-tax deferral, benefits that may be obtained through a 1031 Exchange. Passive-Investors, on the other hand, frequently are in a position to look at how a 1031 Exchange may help to realize other, alternative financial and non-financial goals. For this discussion we will focus on Passive-Investors.


    Current Events

    TICA's 2nd Annual Conference
    October 5-7
    Venetian Hotel
    3355 Las Vegas Boulevard South
    Las Vegas, NV 89109
    Visit the TICA Website for More Information

    FEA Annual Conference
    October 7-8
    MGM Grand Resort and Casino
    3799 Las Vegas Boulevard South
    Las Vegas, NV 89109
    Contact FEA Headquarters for More Information:
    FEA Headquarters 215-564-3484
    fea@fernley.com
    Visit FEA's website for more information
    Also, be sure and check out Red Rhythm playing Friday night at the MGM for FEA Members! (And see CapHarbor's own Jim Shaw playing drums!)


    Thanks to OMNI Brokerage for an amazing expedition!

    Quick Links...

    Who is CapHarbor?

    Tenant in Common Interests for 1031 Exchange Transactions

    Visit CapHarbor's New Website

    Calculate your 1031 ID date and Closing Date with our 1031 Calculator!



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