Corcapa 1031 Advisors announced today the launch of 721 UPREIT Solution, a new website dedicated solely to 721 exchange and UPREIT investment advisory services.

A 721 UPREIT transaction can allow qualifying real estate owners, including investors in certain Delaware statutory trust structures, to contribute property interests to an operating partnership in exchange for operating partnership units, providing a potential path from direct or securitized real estate ownership into a REIT structure.

“The 721 exchange has been a core part of our practice for nearly two decades, and we’ve seen redemption and liquidity strategies play out over time,” said Christina Nielson, president and founder of Corcapa 1031 Advisors and its affiliated firm, 1031 DST Solution. “Still, most investors have never heard of it, and most websites treat it as a footnote. We built 721 UPREIT Solution because investors completing a 1031 exchange deserve to understand every option available to them, including what happens after the DST. In our experience, 100% reinvestment into a 721 offering is rarely the answer, and we want to be a resource for investors as they determine whether allocating their full exchange proceeds to the DST-to-REIT model is the best fit or whether incorporating traditional DST strategies may better serve their overall portfolio.”

721 UPREIT Solution is among the first websites of its kind dedicated exclusively to 721 exchange and UPREIT investment strategies. The site offers real estate investors and their advisors comprehensive educational content on the DST-to-721 pathway, including explanations of how UPREIT structures work, a side-by-side comparison of 1031 and 721 exchange strategies, step-by-step timelines, and an objective look at the benefits and risks of participating in a UPREIT transaction.

The comparison highlights tradeoffs Corcapa regularly weighs with clients, including situations in which a traditional DST may better serve an investor than moving fully into a REIT.

“There are real situations where a traditional DST is the better fit,” Nielson said. “If an exchange carries debt, we can replace it on a non-recourse basis with other investment options and help the investor avoid debt boot and the resulting tax, which can be more difficult to do inside a DST-to-REIT program. We can also select offerings in states with no income tax and potentially help investors avoid additional state filings, something that can be more complex when a REIT holds property across a dozen or more states, particularly where consolidated state returns are not allowed.”

Investors can also access a free downloadable 721 Exchange e-book, current UPREIT property listings, and video resources, as well as schedule a complimentary consultation with the Corcapa advisory team. The site is backed by Nielson’s 22 years of hands-on experience advising clients who have participated in more than $2 billion in securitized real estate investment transactions.

About 721 UPREIT Solution Presented by Corcapa 1031 Advisors

721 UPREIT Solution, a Corcapa 1031 Advisors company, was formed to help clients use alternative real estate investments as part of a diversified portfolio. Utilizing 22 years of extensive 1031 exchange experience, Corcapa 1031 Advisors is a financial advisory firm specializing in 1031 and 1033 exchanges and tax mitigation strategies. The firm, also affiliated with 1031 DST Solution, works with Delaware statutory trusts, tenant-in-common programs, sole-ownership transactions, and 721 UPREIT structures. Corcapa partners with rental property owners, farmers, business owners selling real estate, multigenerational family real estate owners, registered investment advisors, and financial advisors nationwide on tax-deferred exchange strategies.

This is for informational purposes only, does not constitute individual investment advice, and should not be relied upon as tax or legal advice. This is not an offer to buy or sell or a solicitation of an offer to buy or sell any interest. DST investments are speculative, illiquid, and may carry a high degree of risk – including the potential loss of the entire investment. Performance is not guaranteed and could be lower than anticipated. Past events and trends do not predict or guarantee or indicate future events or results. Securities offered through DAI Securities, LLC, Member FINRA/SIPC.

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