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Updated over 4 years ago on . Most recent reply presented by

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Kevin B.
  • Investor
  • Portland, OR
0
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1031 Exchange Proceeds into Development Project

Kevin B.
  • Investor
  • Portland, OR
Posted

I have a potential investment partner who would like to 1031 into a property that I currently own and then the plan would be to develop the property. She would be bringing in $325k of proceeds and need to fulfill a replacement value of $450k ... $450k is a good approximation of the sale price of the replacement property (that I own) as well. If I loaned the $125k balance of sale, then her 1031 would seemingly be covered (proceeds into replacement property, along with debt taken on).

Now, we'd like to end up in the development project at 50/50 partners. Let's say development costs are $1M. This could come from a mix of additional capital contributed by me and also a construction loan. The question is: How could her 1031 remain intact while getting this property into a 50/50 split in this development process?

We will both need to be titled on the property, as this is required construction financing and I am the stronger 'financial' partner. Improvement exchange is not possible due to timeframes, i.e. need more than 180 days.

I've searched through and can't quite find this scenario. LLC might be possible, but I'm understanding this is a bit complicated and could affect the 1031.

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