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Archive for Case Studies

Case Study – Residential 1031 Exchange Acquisition

Our case study relative to acquiring single family homes is complete. Click on the following link to get to it. We have also included a spreadsheet detailing the investors returns. This is an interesting play because it mixes cash flow, diversification, and opportunistic investing into one strategy. With $895,000 the client completed a 1031 Exchange, acquired four different assets, and will ultimately finance $150,000 (tax deferred) out of the single family homes to use as he sees fit.

Click here to view:  1031 Exchange Case Study

Click here to view:  Investor Returns Pro-Forma