Are you a real estate investor or advisor looking to navigate the complexities of capital gains taxes while strategically growing your portfolio? The 721 Exchange strategy offers a sophisticated pathway to defer taxes and transition into passive, diversified real estate investments. 

The Equity Swap: Your Strategic Tool for Growth 

How does it work? Jonathan Walker, a partner at BD & Associates CPAs explains:

“A property owner transfers their investment or business real estate to a partnership, and in return, the property owner receives a partnership interest, commonly in the form of operating partnership units, which represent an equity owner stake in the partnership. The transaction qualifies for non-recognition of gain or loss under section 721, and that means that the property owner defers any capital gains taxes that would otherwise be due upon the sale… In a 721 exchange you are not recognizing a taxable event.” 

Property owners can leverage this strategy to defer significant capital gains taxes, a crucial advantage in today's dynamic real estate market. The CVC Equity Swap distinguishes itself from the traditional 1031 exchange by offering unique benefits and a streamlined process for contributing to Crystal View Capital’s real estate fund. This allows investors to move from active property management to a more hands-off, diversified approach, all while potentially enhancing their financial outcomes.  

Real World Example:  

“I feel confident working with Crystal View Capital. I reinvested half the sales price of my property with them through a 721 Exchange and have been pleased with the results. Both with my return and their management of my former property.” ​ 

- Candy R. (Pueblo, CO​)

Crystal View Capital: A Decade of Proven Performance 

Beyond the immediate benefits of the Equity Swap, the webinar implicitly highlighted the strength and reliability of Crystal View Capital. With over a decade of excellence, Crystal View boasts an impressive track record that speaks volumes about their expertise and strategic investment approach. Here are some key highlights of their performance: 

• Significant Scale: Over $600 million in Assets Under Management and more than $300 million in capital raised. 

• Investor Returns: Over $100 million in total investor distributions since inception, with remarkable returns across funds. 

• Strategic Acquisition: A remarkable 92% of their acquisitions are off market, demonstrating their ability to identify unique opportunities. 

• Resilient Focus: Crystal View’s investment strategy is primarily focused on recession-resistant assets like mobile home parks and self-storage facilities, providing consistent returns across various economic cycles. 

Why This Matters to You 

Crystal View's commitment to strategic value creation, coupled with a robust track record, positions the Equity Swap as an incredibly attractive option for sophisticated owners looking to go passive. If you're looking to optimize your real estate investments, defer taxes, and transition to a more passive and diversified portfolio with a trusted partner, the CVC Equity Swap is certainly worth exploring. 

You can access the full webinar replay and learn more about this powerful real estate investment tool by visiting the CVC Equity Swap Webinar. For more in-depth information on Crystal View Capital's proven performance, you can also explore our official Track Record page or schedule a call.