Exchange Case Study

Client Increases Revenues and Streamlines $20M Portfolio Through 1031 Exchange (1031 Exchange case study)

CHALLENGE

The client sought to partner with a responsive, experienced and knowledgeable advisor to optimize his real estate portfolio through a 1031 Exchange.

STRATEGY

The Ivy Group conducted an in-depth analysis of the portfolio to develop a strategy for executing the client’s specific requirements.

SOLUTION

The Ivy Group combines diligence, management and negotiation acumen to execute on the disposition of a depreciated real estate property and acquisition of three replacement properties.

RESULTS

The client’s portfolio achieved a 50% increase in revenue through the exchange of properties.

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