Commercial Real Estate Exchanged for REIT Stock - Spidell

Commercial Real Estate Exchanged for REIT Stock

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Message Board Commercial Real Estate Exchanged for REIT Stock

  • This topic has 2 replies, 3 voices, and was last updated 1 week, 3 days ago by Lynn Freer.
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    • #197907
      Andres Guerrero
      Participant

      Can Commercial Real Estate be considered like-kind Exchange property for REIT stock?

    • #198094
      Larry Pon
      Participant

      If the REIT is a publicly traded REIT, they generally would only take cash to invest in the REIT.

      However, a private REIT may be able to accept a 1031 exchange.   You’ll need to check if they would do it and at what amount.   Some private REITs would accept property via a 1031 exchange, but they may have minimums and the investor will have to bear all the 1031 costs.

      Your client should do their due diligence to make sure the private REIT is an appropriate investment for them.

    • #198177
      Lynn Freer
      Participant

      You might also consider an opportunity zone fund.

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