Recently, we have discussed many topics including what is a 1031 exchange, what is a Delaware Statutory Trust (DST) and how investors can build passive wealth by applying these powerful investment tools.
What is Exchange-X?
Exchange-X by MCG is a leading technology platform which provides a simple solution for real estate investors & exchange buyers to access, view, analyze and directly purchase investment grade real estate properties.
How does Exchange-X Work?
Anyone who has navigated a 1031 Exchange successfully knows the challenges related to exchanging from identifying the perfect replacement property to strict 1031 timelines. Having a simple, reliable, turnkey solution could save you from potentially owing significant capital gains taxes to the IRS.
Here is a step-by-step process of how simple Exchange-X works:
Marzo Capital Group partners with over 50 leading sponsors who create 1031 qualified Delaware Statutory Trusts (DSTs) to acquire institutional grade real estate.
Marzo Capital Group performs extensive due diligence on all potential real estate deals to ensure the investments are aligned with client interests.
Approved deals are added to the Exchange-X platform.
Create an account at MarzoCapitalGroup.com.
Members view and complete electronic documents to purchase beneficial units of the chosen deal.
Marzo Capital Group reviews and approves the purchase documents.
Investors fund the purchase (ACH Payment or Wire). If conducting a 1031 Exchange, the Qualified Intermediary (QI) is responsible to wire the funds on your behalf to complete the purchase.
Upon completion, investors receive a purchase confirmation.
Investors receive quarterly (or monthly) distributions and statements (if applicable) followed by periodic updates straight from the deal sponsor.
How to Access the Exchange-X Platform?
Creating an account is simple.
Investors can Create an account at www.MarzoCapitalGroup.com or contact us at firstname.lastname@example.org for a list of current properties.
We hope this article helped shed some light on what the Exchange-X by MCG platform is and how valuable it can be during a 1031 exchange. Although the 1031 exchange process can be complicated, gaining access to the industry’s leading alternative investment real estate platform can hold many benefits. Of course, there are many specific details we were not able to cover in this article, so do your research and consult with experts before investing.
If you are ready to start a 1031 exchange, or have any additional questions about how it might work for your specific situation, schedule a consultation with one of our experts at Marzo Capital Group.
To learn more about real estate investing and how a 1031 can complement your portfolio, visit the Marzo Capital Group Learning Center.
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The contents of this communication: (i) do not constitute an offer of securities or a solicitation of an offer to buy securities, (ii) offers can be made only by the confidential Private Placement Memorandum (the “PPM”) which is available upon request, (iii) do not and cannot replace the PPM and is qualified in its entirety by the PPM, and (iv) may not be relied upon in making an investment decision related to any investment offering by the respective issuer, or any affiliate, or partner thereof ("Issuer"). All potential investors must read the PPM and no person may invest without acknowledging receipt and complete review of the PPM. With respect to the “targeted” goals and performance levels outlined herein, these do not constitute a promise of performance, nor is there any assurance that the investment objectives of any program will be attained. These “targeted” factors are based upon reasonable assumptions more fully outlined in the Offering Documents/ PPM. Consult the PPM for investment conditions, risk factors, minimum requirements, fees and expenses and other pertinent information with respect to any investment. These investment opportunities have not been registered under the Securities Act of 1933 and are being offered pursuant to an exemption therefrom and from applicable state securities laws. Past performance are no guarantee of future results. All information is subject to change. You should always consult a tax professional prior to investing. Investment offerings and investment decisions may only be made on the basis of a confidential private placement memorandum issued by Issuer, or one of its partner/issuers. Issuer does not warrant the accuracy or completeness of the information contained herein. Thank you for your cooperation.