Running Out of Time on Your 1031 Exchange?
Your 45-Day Deadline Is Approaching. You May Still Have Options.
If you are struggling to find a suitable replacement property, dealing with a failed acquisition, have remaining exchange proceeds to place, or simply need a backup plan, Lucey Wealth Advisors can help you quickly explore Delaware Statutory Trust (DST) opportunities that may qualify as replacement property for your 1031 exchange.
Time matters. Our team is prepared to respond quickly and help you evaluate available options.
The 45-Day Clock
The 45-Day Identification Window Moves Fast
45 DAYS: To Identify Replacement Property
180 DAYS: To Complete Your Exchange
Finding the right replacement property within that timeframe is not always easy. Inventory may be limited, negotiations can stall, financing can change, inspections can uncover problems, or a deal you expected to close may suddenly fall apart.
If your 45-day deadline is approaching and your original plan is not coming together, it may be time to explore another option.
Is Your 1031 Exchange Running Into Problems?
Can't Find the Right Property?
Your Replacement Property Fell Through?
Your Replacement Property Fell Through?
Available inventory may not meet your investment goals, financial requirements, location preferences, or timeline.
Your Replacement Property Fell Through?
Your Replacement Property Fell Through?
Your Replacement Property Fell Through?
Financing, inspections, negotiations, seller issues, or other complications can cause an acquisition to collapse—even after weeks of work.
Your Deadline Is Approaching?
Your Replacement Property Fell Through?
Have Exchange Funds Left Over?
If you are already well into your 45-day identification period, your available options may be narrowing quickly.
Have Exchange Funds Left Over?
Have Exchange Funds Left Over?
Have Exchange Funds Left Over?
You may have found a replacement property but still have remaining exchange proceeds that need to be addressed.
Need a Backup Plan?
Have Exchange Funds Left Over?
Need a Backup Plan?
Even if your primary acquisition is moving forward, you may want to explore additional replacement-property options in case circumstances change.
Tired of Searching?
Have Exchange Funds Left Over?
Need a Backup Plan?
You may simply decide that purchasing and managing another individual property is not how you want to continue investing.
The 1031 Exchange Lifeline
A DST May Provide Another Option
A Delaware Statutory Trust (DST) allows eligible investors to acquire a beneficial interest in professionally managed real estate.
Certain properly structured DST interests may qualify as replacement property within a 1031 exchange, potentially providing an alternative to purchasing another property directly.
Instead of starting another traditional property search from scratch, investors may be able to evaluate existing DST offerings with properties that have already been acquired and are professionally managed.
That's where 1031 Lifeline comes in.
Lucey Wealth Advisors helps investors who are facing tight 1031 deadlines quickly evaluate available DST opportunities and determine whether one may be appropriate for their exchange.
Running Short on Time? We Can Move Quickly.
Our Team Understands the Urgency
When you are approaching a 1031 deadline, waiting days for someone to return your call is not good enough.
Depending on your individual circumstances, exchange requirements, documentation, and availability of suitable DST offerings, a DST investment may potentially be completed in as little as 2–3 business days.
Our goal is to quickly understand your situation, identify potentially suitable available DST opportunities, and help you move forward efficiently when time is limited.
Don't Wait Until Day 45.
Call (707) 217-0774
How We Can Help
Your 1031 Lifeline
When you contact Lucey Wealth Advisors, our first priority is understanding where you are in your exchange and how much time you have left. From there, we can help you:
Assess Your Situation
Understand your timeline, exchange proceeds, replacement-property needs, existing debt, investment objectives, and other important considerations.
Evaluate Your Options
Compare properties, sponsors, financing, potential income, investment structure, risks, and other important characteristics.
Address Remaining Exchange Proceeds
If you've already purchased or identified traditional replacement property but still have exchange proceeds remaining, we can help explore whether a DST may be appropriate for a portion of your exchange.
Coordinate With Your Exchange Team
We can work alongside your Qualified Intermediary, CPA, attorney, and other professionals as appropriate to help keep the process moving.
Move Quickly When Necessary
When deadlines are approaching, our team can prioritize your situation and work efficiently to help evaluate available options.
Backup Plan Options
Your Primary Deal Doesn't Have to Be Your Only Plan
A 1031 exchange can involve a lot of moving pieces.
Even a promising replacement-property transaction can encounter unexpected problems before closing.
For eligible investors, identifying a DST as an additional potential replacement property may provide another option if a traditional acquisition does not proceed as expected—provided all applicable 1031 identification requirements and deadlines are satisfied.
Planning for alternatives before your deadline can provide more flexibility than beginning the search after something goes wrong.
Remaining Proceeds
Have Additional Exchange Proceeds?
You do not necessarily need to choose between traditional replacement property OR a DST.
Depending on your circumstances, a DST may potentially be used alongside directly owned replacement real estate as part of the same exchange.
For example, an investor may find a traditional replacement property but still have exchange proceeds remaining. A DST may provide an additional replacement-property option for some of those funds.
This can also provide an opportunity to diversify a portion of an exchange into professionally managed real estate rather than placing everything into a single property.
Your Qualified Intermediary and tax professionals should determine the specific requirements necessary to achieve your desired tax treatment.
Built for a Different Kind of Real Estate Investor
Unlike purchasing another individual property, DST investors generally aren't starting from scratch
DSTs may offer:
- Professionally managed properties
- Access to institutional-grade real estate
- Passive ownership
- Existing properties and established offering structures
- Monthly income
- Access to multiple property types and sponsors
- Leveraged and debt-free offerings
- Portfolio Diversification
- No day-to-day landlord responsibilities
And importantly for an investor facing a deadline, the investment process can potentially move much faster than acquiring another traditional property.
About Us
Why Lucey Wealth Advisors?
When time is limited, you need more than information—you need a team that understands DSTs, understands the importance of your 1031 timeline, and is prepared to respond.
Lucey Wealth Advisors is a family-owned and operated independent wealth management firm based in Sonoma County, California. We work closely with real estate investors to evaluate capital gains tax-deferral strategies and DST investment opportunities as part of their broader financial picture.
Our approach is personal. You will work with real people who take the time to understand your situation, explain your options, answer your questions, and help coordinate the process.
And when your deadline is approaching, we understand that your situation can't sit in an inbox for a week.
Planning Ahead
Not Running Out of Time? Even Better.
You don't need to be on Day 40 of your exchange to talk to us.
In fact, planning before your property sells can provide significantly more time to understand your options and evaluate potential DST investments.
If you're considering selling investment real estate in the coming weeks, months, or even further down the road, we would be happy to help you learn about DSTs and determine whether passive real estate ownership may fit your goals.
Planning ahead may allow you to evaluate potential strategies before the 45-day clock ever begins.
Your 45-Day Window Won't Wait
If your 1031 exchange needs another option, contact us today.
Whether you are struggling to find replacement property, dealing with a failed acquisition, looking for a backup plan, have additional exchange proceeds, or simply want to understand the DST opportunities available to you, our team is ready to help.
Call us today at (707) 217-0774 or schedule your complimentary consultation by using the link below!