Business Details
22 Years
experience
Trusted 1031 Exchange Services for Tax-Deferred Real Estate Investments
1031 Investment Services has specialized in tax-deferred real estate exchanges for over two decades, helping clients transition into professionally managed properties. Our expertise spans DSTs, UPREITs, and other 1031 exchange solutions, with a track record of $24.6 billion in real estate transactions. We prioritize client relationships, offering personalized guidance through complex economic cycles while maintaining a focus on institutional-quality investments.Our team combines deep industry knowledge with a commitment to seamless service, coordinating with intermediaries and sponsors to simplify the exchange process. With a 100% referral-based client base and an 87% reinvestment rate, we emphasize long-term trust and transparency in all transactions.
Services
DST Investments
1031 Exchanges
UPREIT Solutions
Tenant in Common
Triple Net Lease
Details
- Year established: 2004
Highlights and features
- 20+ years of exclusive focus on DSTs and 1031 exchanges since 2004
- Over $24 billion in real estate transactions analyzed and executed
- Personalized service coordinating with qualified intermediaries and sponsors
- 100% client referral rate and 87% reinvestment rate since 2017
- Deep industry knowledge through multiple real estate and economic cycles
Associations and certifications
- SEC
- FINRA
- SIPC
What people say
Personalized service
High reinvestment rates
Expertise
100% referral-based
Seamless process
Services
DST Investments
Delaware Statutory Trusts (DSTs) provide management-free real estate investments for 1031 exchanges. These institutional-quality properties include professional management, financing, and due diligence. Investors gain passive ownership with potential for monthly cash flow and tax-deferred appreciation.
1031 Exchanges
1031 exchanges allow deferral of capital gains, depreciation recapture, and net investment income taxes. We guide clients through replacement property selection, including DSTs and other like-kind investments. Our process ensures compliance with IRS timelines and documentation requirements.
UPREIT Solutions
UPREIT structures enable tax-deferred contributions of real estate into operating partnerships. We connect investors with institutional-grade REITs offering liquidity and diversification. This solution suits those seeking portfolio diversification without direct property management.
Tenant in Common
Tenant-in-common (TIC) arrangements facilitate shared ownership of high-value properties. We assist in structuring fractional investments with clear title and management agreements. This option provides access to premium assets with reduced individual capital requirements.
Triple Net Lease
Triple net lease (NNN) properties offer passive income with tenants covering property expenses. We source institutional-quality NNN investments across retail, industrial, and office sectors. These assets provide stable cash flow with minimal landlord responsibilities.
People
Scott Sheehan
Founder
Scott Sheehan founded 1031 Investment Services in 2004 after 10 years at Behringer Harvard. He has facilitated over 1,300 exchanges into $22B+ of real estate. His expertise spans DSTs, TICs, and institutional real estate investments.
Mike Bendix
Partner
Mike Bendix co-founded DFPG Investments and served as ADISA President. With 30+ years in finance, he specializes in securities and regulatory compliance. He chairs DFPG's Investment Committee and advises on complex legal matters.
Kevin Bendix
Partner
Kevin Bendix leads Diversify Advisor Network's legal strategy. A former Kirkland & Ellis partner, he focuses on alternative investments and high-stakes litigation. He lectures at UCLA Law School and advises on large-scale real estate disputes.
Zach Hoffman
Partner
Zach Hoffman specializes in 1031-eligible DSTs and securitized real estate. With FINRA Series 7/63/66 licenses, he has facilitated 750+ exchanges. He works directly with sponsors and clients in Manhattan and holds legal and finance degrees.
Questions
What is a 1031 exchange?
A 1031 exchange defers capital gains taxes when reinvesting proceeds from sold property into like-kind real estate within specific IRS timelines.
How do DSTs work for 1031 exchanges?
DSTs allow fractional ownership in institutional properties with professional management, meeting IRS requirements for replacement property in tax-deferred exchanges.
What are the risks of DST investments?
DST risks include lack of liquidity, limited control, and market fluctuations. Investors should review offering documents and consult financial advisors before investing.
How long does a 1031 exchange take?
The exchange period lasts 180 days from sale, with 45 days to identify replacement properties. DST investments help meet tight deadlines due to ready inventory.
Can I diversify my 1031 exchange proceeds?
Yes, DSTs and other options allow diversification across property types, geographic markets, and sponsor companies to spread risk and optimize returns.
What fees are associated with your services?
We disclose all fees related to investments. Costs vary by product and include sponsor fees, management fees, and transaction costs detailed in offering documents.
