Case Study: Sale of Commercial Income Property and Purchase of Residential Income Property
- Commercial property sold for $2.8M in April 2022 and the client wanted to purchase a residential rental property in coastal Orange County California
- DSI Properties recommended a 1031 Exchange for the transaction with additional Cost Segregation benefits
- DSI Properties partners with a nationally renowned 1031 Exchange specialist
- DSI Properties consults with a national top 50 accounting firm for many specialty tax opportunities including, but not limited to, Cost Segregation
- DSI Properties broker found the client a “dream” residential property in April 2022 for $5.8M in Newport Beach, CA
- Utilizing the 1031 Exchange and Cost Segregation strategies the client achieved a $2.5M tax benefit
- As a result of DSI Properties real estate and tax consulting the client effectively purchased the property for $3.3M
- This is just one example of the benefits DSI Properties wide ranging real estate consulting can provide our clients
Case Study: Sale of Pacific Palisades SFR Income Property and Purchase a MF Income Property
- Pacific Palisades SFR income property sold for $1.2M and the client wanted to purchase a MF Income Property in Tucson, AZ
- DSI Properties recommended a 1031 Exchange for the transaction with additional Cost Segregation benefits
- DSI Properties partners with a nationally renowned 1031 Exchange specialist
- DSI Properties consults with a national top 50 accounting firm for many specialty tax opportunities including, but not limited to, Cost Segregation
- DSI Properties found the client a 41 Unit MF Income property for $2.7M in Tucson, AZ
- Utilizing the 1031 Exchange and Cost Segregation strategies the client achieved approximately a $1.0M tax benefit
- As a result of DSI Properties real estate and tax consulting the client effectively purchased the property for $1.7M
- This is just one example of the benefits DSI Properties wide ranging real estate consulting can provide our clients
Tax Benefit Summary:
- DSI Properties team have utilized multiple tax solutions for their clients over the last 5 years culminating in over $100M in tax benefits