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PRESIDIO EXCHANGE ADVISORS
Our investment consultants, or Registered Representatives, specialize in tenant-in-common, 1031 tax deferred exchanges. Our Representatives are also real estate agents & real estate brokers with years of investment experience. They provide personal attention to each client and recognize that every investment and every property exchange is unique. By evaluating the suitability of each client, our Registered Representatives are able to offer investment options that we believe best suit the client’s investment goals. The Registered Representative evaluates each client’s suitability and provides investment options based upon the clients’ specific financial experience, tax status, liquidity, risk tolerance and other considerations. We assist the client in attaining critical information related to the tax-deferred exchange so they can make an informed and educated decision. Each exchange is done within the required time limits to satisfy the IRS code and each transaction is conducted in a professional manner. These time limits include identifying the replacement property within 45 days of the sale on the relinquished property, and closing on the replacement property(s) within 180 days. Our clients value the comfort of knowing that our Registered Representatives can offer a solution to their investment needs.
PRESIDIO consultants are knowledgeable about the 1031 replacement property industry. They are updated weekly from OMNI's home office regarding approved available offerings, industry changes, and government policy. Combine this knowledge with their expertise of TIC ownership and you have an excellent resource. They are registered representatives and licensed real estate professionals with extensive expertise in real estate investing. PRESIDIO's consultants not only understand how these transactions need to be structured to be 1031 compliant, but they are also aware of industry and economical factors that could affect the real estate investments.
