Important disclosures

Educational use only

This website is for general educational and discussion purposes only. It is not an offer to sell or a solicitation to purchase any security and is not tax, legal, accounting, or investment advice. Section 1031 and DST or TIC qualification depend on each taxpayer’s facts, transaction documents, ownership structure, and applicable law.

Governing documents and website communications

Governing offering documents establish the actual terms of any securities offering and must be reviewed before an investment decision. Website communications must also be accurate, fair, balanced, and not misleading on their own. Risk disclosure in a private placement memorandum or elsewhere on the site does not cure an incomplete or unbalanced statement where a benefit is presented.

Investment risk

Direct ownership of real estate involves property, financing, tenant, market, and liquidity risks. Syndicated DST interests and TIC interests offered through private placements may also be securities and commonly involve transfer restrictions, limited liquidity, conflicts, and possible loss of principal. A TIC deed or co-ownership label alone does not determine securities status; the complete arrangement, services, promotional representations, and applicable law control. Distributions, values, financing, occupancy, tenant performance, and sale timing can differ materially from expectations.

No assurance of tax treatment

No assurance can be given that an exchange will qualify for Section 1031 treatment. Missing a deadline, receiving or controlling proceeds, changing taxpayer identity, acquiring nonqualifying property, or receiving cash or unoffset debt relief can affect the tax result. Consult your own qualified intermediary, CPA, and legal advisers.

Calculator illustrations

Calculator results are simplified educational estimates based only on the values and rates entered. They may omit prior exchanges, cost-segregation or Section 1245 items, passive losses, filing status, adjusted gross income, entity structure, state-specific rules, tax brackets, and costs that do not qualify as exchange expenses. The Section 1250 amount is a maximum-rate illustration, and the NIIT line applies 3.8% to all modeled gain as an upper-bound screen; actual NIIT can be lower or zero. Replacement value, financing, additional cash, LTV, and buying capacity are planning illustrations only; financing is not assured, and additional cash may be used instead of replacing debt dollar for dollar. Calculator results do not determine recognized gain, boot, basis, suitability, or whether an exchange qualifies.

Projections and past performance

Projections, target returns, expected distributions, capitalization rates, values, and hold periods are estimates, not guarantees. Past performance is not indicative of future results. Performance figures can cover different strategies, periods, leverage, fee structures, and measurement methods and should not be treated as the expected result of another investment.

Accredited investors and private offerings

Many syndicated real estate interests are private-placement securities limited to accredited investors or other eligible purchasers. Accredited status is an eligibility standard for certain offerings; it is not SEC approval and does not establish suitability or safety.

DST educational content

The DST education page describes general structures, risks, and diligence questions. It does not identify an available DST, provide offering terms, recommend a security, or establish that any trust interest will qualify under Section 1031. Any actual DST investment must be evaluated from its governing offering documents with the investor's own advisers and an appropriately licensed financial professional.

Inquiry data and privacy

When you submit the planning form, MAG Capital Partners stores the contact details, sale facts, calculator assumptions, replacement-property scenarios, and source attribution you provide so the team can respond to the specific inquiry and prepare for a requested meeting. When lead alerts are configured, a copy is sent to the designated MAG recipient. Hosting, email-delivery, and scheduling providers may process information as needed to provide those services.

The form consent covers phone or email follow-up about the submitted inquiry; it is not a subscription to a recurring marketing list. Do not submit Social Security numbers, taxpayer-identification numbers, bank or brokerage account information, tax returns, or confidential transaction documents through this form. For questions about access, correction, or deletion of an inquiry, contact Daniel Castañeda at daniel@magcp.com.

Third-party links

Links to the IRS, SEC, MAG Capital Partners, Google Calendar, and other third-party sites are provided for convenience. Third parties control their own content, availability, and privacy practices.