For property owners considering a sale, capital gains taxes can be a major barrier. A §1031 Tax-Deferred Exchange offers a proven solution—allowing sellers to reinvest proceeds into qualifying replacement properties while deferring both federal and state capital gains taxes.
Jacobson Equities is an experienced, sophisticated sponsor in guiding investors through 1031 Exchanges, helping them transition from actively managed real estate into professionally managed, institutional-quality multifamily and student housing assets. Investors participate as tenants-in-common (TIC), becoming fractional owners in properties backed by long-term demand and managed to institutional standards.
Benefits of a 1031 Exchange with Jacobson Equities
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Maximized Reinvestment Capital – Defer taxes and retain full sale proceeds for higher potential returns.
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Enhanced Cash Flow – Shift equity from low-yielding assets into income-producing properties.
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Tax-Efficient Income – Access new depreciation schedules and cost segregation opportunities.
Our Role in the Exchange Process
We work closely with investors and their advisors to coordinate every stage:
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Identifying and securing qualifying replacement properties.
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Handling due diligence, underwriting, and negotiation.
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Structuring compliant TIC agreements vetted by tax counsel.
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Arranging non-recourse financing where applicable.
Ongoing Professional Management
Post-closing, Jacobson Equities oversees property operations, asset management, and investor reporting, including:
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Quarterly cash distributions.
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Institutional-quality financial reporting.
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Depreciation and cost segregation analyses.
Aligned Interests
Our investment philosophy emphasizes capital preservation, steady income, and long-term
appreciation. Investors receive a preferred return before sponsor participation, and our principals
invest alongside our clients in every transaction.
Jacobson Equities has helped owners convert appreciated assets into passive, tax-efficient
income streams. Our 1031 TIC platform offers a straightforward, well-managed path to preserve
wealth, generate income, and build long-term value.
