SIMPLIFY YOUR EXCHANGE. SIMPLIFY YOUR LIFE.
For many long-time property owners, retirement planning involves more than deciding when to sell — it involves determining how real estate fits into the next phase of life.
A 1031 exchange allows investors to transition from actively managed property into alternative real estate investments while deferring capital gains taxes.
Our personalized retirement concierge service provides experienced guidance throughout this process, helping investors evaluate options and execute exchanges with precision.
Your Landlord Retirement Concierge
APX 1031 serves as a dedicated guide for property owners navigating the complexities of a 1031 exchange—whether as part of a broader retirement plan or as a standalone transaction.
As your Landlord Retirement Concierge, our role is to help bring structure and clarity to the exchange process. We coordinate the technical requirements of the transaction while supporting thoughtful decision-making around timing, replacement options, and long-term objectives.
We work alongside a trusted network of tax professionals, legal advisors, and Delaware Statutory Trust (DST) specialists to ensure investors have access to the appropriate expertise at each stage. While those professionals advise on tax, legal, and investment considerations, we act as the Qualified Intermediary, overseeing the exchange itself and ensuring it is executed accurately and in compliance with IRS guidelines.
This concierge-style approach is designed to reduce complexity, streamline coordination, and allow investors to focus on planning for the next phase of ownership with confidence.
Planning Ahead for the Next Chapter of Ownership
As investors approach retirement, priorities often shift. Time, simplicity, and income stability may become more important than active management.
A 1031 exchange can be used to:
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Reposition real estate holdings
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Reduce operational involvement
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Preserve capital through tax deferral
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Align investments with long-term retirement objectives
When structured properly, a 1031 exchange is a tax-efficient way to transition into passive real estate investments and eliminate the headaches of hands on management
What is a 1031 Exchange?
A 1031 exchange is an IRS-recognized strategy that allows investors to defer capital gains taxes by reinvesting proceeds from the sale of an investment property into other like-kind real estate.
Within retirement planning, 1031 exchanges are often used to:
• Preserve equity to real estate without day-to-day management
• Improve portfolio balance and diversification
• Support income generation while preserving capital
APX 1031 acts as the Qualified Intermediary, ensuring compliance with IRS requirements and maintaining the integrity of the exchange process.
Key Requirements of a 1031 Exchange
Reinvestment Rules
For a full tax deferral the replacement properties' aggregate value should be equal or greater to the sale price of the relinquished property and all proceeds should be reinvested.
Like-Kind Requirement:
is broad in definition and not related to the asset type but the use of the asset. Properties must be held for investment or business use.
45 Day Identification Period
From the date of closing on the relinquished property you have 45 days to identify in writing potential replacement properties.
Qualified Intermediary
A Qualified Intermediary is a neutral third party that facilitates the 1031 exchange transaction.
Same Taxpayer Requirement
The same taxpayer that sells the relinquished property must acquire the replacement property.
Advantages of Passive Investment Options
For investors planning toward retirement, Delaware Statutory Trusts (DSTs) provide an opportunity to reduce management responsibilities, diversify holdings, and continue participating in real estate through a 1031 exchange-eligible structure.
Institutional &
High Quality Real Estate
Institutional & High Quality Real Estate.
Property types include:
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Multifamily Apartments
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Single Family Homes
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NNN Properties
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Medical Buildings
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Industrial Properties
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Warehouses
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Self Storage
And more...
Turnkey 1031 Solutions
Invest in properties that are pre- packaged for a 1031 exchange.
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Property Management already in place
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Mortgage already in place if desired — No need to apply or sign for the loan
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Third-party reports are complete
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Often close in 3-5 business days.
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Potential revenue starts immediately and is often distributed monthly
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Completely Passive
Investment
Property Management is already
in place.
Investors have no management responsibility at all.
Diversified Portfolio
Investors can purchase a piece of one property or break their investment into a portfolio of properties diversified by property type and geography. The portfolio can be customized to the investors risk tolerance, goals and objectives.
Important Considerations When Evaluating a DST
Delaware Statutory Trusts (DSTs) can offer a passive ownership structure within a 1031 exchange, but they are not appropriate for every investor or situation. As with any real estate investment, careful evaluation and an understanding of the associated risks are essential.
When considering a DST, investors should review the following factors:
ILLIQUIDITY
DST interests are generally illiquid. There is typically no public market for resale, and investors should be prepared to hold their interest for the full anticipated investment period. Access to capital prior to a property sale may be limited or unavailable.
INVESTMENT OBJECTIVES & TIME HORIZON
DSTs are typically designed to meet specific investment goals and timelines. Investors should consider how a DST aligns with their income needs, risk tolerance, estate planning considerations, and overall retirement strategy.
REAL ESTATE MARKET & PROPERTY RISK
DST investments are subject to the inherent risks of real estate ownership, including market fluctuations, tenant performance, operating expenses, interest rate changes, and broader economic conditions. Property performance may differ from projections, and income distributions are not guaranteed.
SPONSOR EXPERIENCE & TRACK RECORD
The experience, financial strength, and historical performance of the sponsor are critical considerations. Sponsors are responsible for property acquisition, management oversight, financing decisions, and eventual disposition. Past performance does not guarantee future results, but a sponsor’s track record can provide useful context.
FINANCING AND LEVERAGE
Some DSTs utilize debt as part of their structure. In a market downturn, debt magnifies losses: if net operating income declines, debt payments stay fixed. This can result in reduced or suspended distributions, extended hold periods, and lower exit proceeds, with investors having no ability to adjust the financing.
ACCREDITED INVESTOR REQUIREMENT
DST offerings are generally available only to accredited investors, as defined by federal securities regulations. Eligibility requirements should be reviewed with a financial or legal advisor prior to investment consideration.
A Thoughtful, Informed Approach
Evaluating these considerations with appropriate professional guidance helps ensure that DST investments are assessed within the broader context of an investor’s financial picture. APX 1031 coordinates the exchange process while encouraging investors to engage qualified tax, legal, and financial professionals when reviewing specific investment opportunities.
Types of 1031 Exchanges
Delayed/Forward Exchange
This is the most common type of exchange. The relinquished property is first sold and then the exchanger has 180 days to acquire the replacement property (45 days to Identify).
Reverse Exchange
The replacement property is acquired prior to selling the relinquished property. This is a complicated process – contact us to discuss your options.
Improvement Exchange
This structure allows exchange proceeds to be used to acquire and improve a replacement property, including construction or renovations, within the 1031 exchange structure. This approach may be combined with a delayed or reverse exchange when appropriate.
Considerations and Potential Benefits of a DST
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Mailbox money. Investors are entitled to their pro-rata share of the revenue from the property net of cost, typically disbursed monthly.
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Debt Free Options. No mortgage means no risk of bank foreclosure.
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Diversification. No need to put all your eggs in one basket. Spread out your wealth to help insulate your portfolio from the ups and downs of market volatility.
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Quality. Investors are provided access to a quality and scale of real estate that most cannot access on their own.
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Built-in Financing. No need to apply for a loan or sign for a mortgage.
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Potential Appreciation. Investors are entitled to their pro-rata share of the appreciation of the property upon the sale of the property.
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No Closing Risk. Investors can close in 3-5 business days. 3rd party reports and due diligence are ready for review by investors.
HOW IT WORKS
1031 Exchange Timeline
Being aware of the deadlines associated with 1031 Exchanges is of critical importance. Our 1031 Exchange professionals are experienced with all aspects regarding these details.
The Eight Critical Steps Involved in Your 1031 Exchange
STEP ONE
Begin your education and due diligence
STEP TWO
List your property
STEP THREE
Build your replacement property portfolio
STEP FOUR
Close on relinquished property
STEP FIVE
Begin 45-day identification period
STEP SIX
Identify replacement properties
STEP SEVEN
Close on portfolio of properties within 180 days of closing on the relinquished property
STEP EIGHT
Landlord Retirement Concierge is standing by to support you through the lifecycle of your investment
DST Portfolio Calculator
Compare your current rental property income to passive DST investments. Build a sample portfolio and see how much more you could earn with professional management and zero landlord responsibilities.
Our Commitment
Landlord Retirement Concierge supports property owners through well structured exchanges, clear communication, and careful execution.
SIMPLIFY YOUR EXCHANGE. SIMPLIFY YOUR LIFE.