45 Day Concerns?
Let Pivot Professional Partners assist you in finding a suitable replacement property.
Understand the benefits of DST 1031 Investments
Understanding Your Exchange
Let our experienced team be your guide on DST investing.
A partner who understands how 1031 Exchange replacement properties work is essential to a successful and strategic exchange. There are many replacement property options, each with its strengths and weaknesses. Having a seasoned professional by your side will help you understand what properties can be selected and combined to address your desired objectives.
We'll work closely with you to develop a flexible financial strategy that can adjust to your goals, no matter what.
A 1031 exchange is a transaction that lets you exchange one real estate investment property for another while deferring capital gains taxes. Real estate agents, title firms, and investors all use the word, which derives its name from Internal Revenue Code (IRC) Section 1031. Suppose you’re an accredited investor with a net worth of over $1 million or a couple filing jointly with a joint income of over $300,000 annually. In that case, Pivot Professional Partners is your ultimate partner. We are a top-ranked provider of investment property exchange services and offer tried and true tax deferred exchange solutions.
A successful and planned exchange requires a partner like us who is knowledgeable about the operation of replacement properties for 1031 exchanges. You will be better able to choose and mix properties to achieve your planned goals if you have an experienced professional by your side. We'll work very closely with you to create a flexible financial plan that can always be customized to meet your goals.
Pivot Professional Partners is an investment property exchange services provider. We provide qualified intermediary services through our broad nationwide network of regional offices and highly specialized exchange divisions, including the National Reverse and Improvement Exchange Division and the Multiple Asset Exchange Division.
If you need to find a replacement property that you would like to acquire before you sell your current property, let Pivot Professional Partners assist in finding a suitable replacement property for you. We have a track record of success in providing superior qualified intermediary services and proven exchange solutions.
With a strong dedication to our core values of ethics and going above and beyond with unique solutions for each of our clients, Pivot Professional Partners' mission is to provide you with complete information about the section 1031 process, DST, and TIC investments. Our client's success drives everything we do — your success is our success.
The key to a successful and well-planned exchange has a partner who knows how 1031 exchange replacement properties operate. Pivot Professional Partners is that partner. There are numerous alternatives for replacement properties, each with advantages and disadvantages. It would be easier for you to comprehend which properties can be chosen and combined to achieve your intended objectives if you have an experienced specialist at your side.
The main area of expertise for Pivot Professional Partners is tax-deferred exchanges. Pivot Professional Partners, the industry pioneer in 1031 exchange services, possesses the necessary financial assurances, security, and knowledge to safeguard your cash and offer assistance and direction at every stage of the 1031 exchange procedure.
Take a massive step towards finding your replacement property, reach your investment goals, and work with us. Schedule an appointment today and learn more about how Pivot Professional Partners can help you succeed tremendously in your investment property exchange goals.
We offer comprehensive tax deferred solutions tailored to your objectives.
With almost two decades of experience in the financial industry, Jon Paul enjoys helping others obtain and maintain financial confidence. As CEO and Co-Founder of Pivot Professional Partners, he enjoys...
Managing Director Insurance Division
James "Jimmy" Milliron is a life insurance veteran specializing in multi-channel distribution via independent & institutional channels, family offices, and law & accounting firms focusing on intelligent insurance strategies to help...
Katie is a licensed registered representative with Pivot Professional Partners. She graduated from St. Thomas University in 2018 with a bachelor’s degree in business management.
Executive Assistant/Operations Management
With over 17 years of professional experience, Nicole offers insight to guide management decisions, shape new strategies, inform potential changes, improve operations and identify ineffective processes and procedures for the Pivot team...