"As I prepared to sell Clearview Apartments in Fort Collins, along with another property I owned, I explored several options, including both a 1031 Exchange and a 721 Exchange. The 721 Exchange with Investors Associated came together so easily that it truly felt meant to be. As a first-time 721 Exchange participant, I appreciated how straightforward the process was and how it removed the burden of direct property ownership while allowing my investment to continue growing over time. The experience exceeded my expectations, and I would gladly recommend Investors Associated to anyone considering a 721 Exchange."
Have Property to Sell and Want to Defer Taxes?
With a 721 Exchange through Investors Associated (IA), you can defer taxes, simplify estate planning, and access a diversified, professionally managed portfolio. This tax strategy allows qualified property owners to contribute real estate to IA's partnership in exchange for shares in our commercial real estate fund.
Explore 721 Exchange Opportunities with IA
What is a 721 Exchange?
A 721 Exchange is a tax-deferred transaction under Section 721 of the Internal Revenue Code, allowing property owners to exchange their property holdings for units in the fund in a tax deferred transaction, similar to a 1031 exchange.
IA 721 Exchange in Action: Success Stories
Real-world examples of how Investors Associated has executed 721 Exchanges to help property owners transition out of direct ownership and into diversified, professionally managed real estate partnerships.
"After selling our business, we wanted to sell the property too, but we weren't interested in buying another one. The 721 Exchange with Investors Associated was a no-brainer. It allowed us to defer taxes, gave us flexibility with distributions, and helped diversify our investment portfolio. On top of that, IA gave us the best offer. It was the perfect fit for our retirement goals."
Benefits of a 721 Exchange with IA
TAX-DEFERRED & EFFICIENT
Through a 721 Exchange with IA, qualifying property owners may contribute real estate in a tax-deferred manner, allowing for the potential deferral of capital gains. Investors may also benefit from depreciation associated with other assets held within the Investors Associated portfolio, potentially offsetting taxable income over time.
PASSIVE MANAGEMENT
Transition away from the day-to-day responsibilities of direct ownership and rely on the experienced investment and property management capabilities of Investors Associated.
DIVERSIFICATION
IA Partners own an interest in our entire portfolio, rather than a single asset. See our properties.
ESTATE SIMPLIFICATION
A 721 Exchange with IA may provide greater flexibility for family members or partners with differing objectives and timelines. Partnership interests can be held, transferred, or transitioned over time in accordance with partnership terms, allowing for thoughtful alignment with individual estate planning and long-term ownership considerations.
LONG-TERM STRATEGY & ALIGNMENT
IA is built for long-term investors. By transitioning your real estate into IA through a 721 Exchange, investors adopt a disciplined strategy centered on stability, thoughtful capital stewardship, and consistent value creation—rather than short-term market timing. Learn more.
Is a 721 Exchange Right for you?
Long-term property owners with low tax basis and significant unrealized capital gains
Owners looking to shift from active management to passive ownership
Investors facing partnership or ownership changes
Owners seeking estate planning flexibility
Investors looking to minimize risk exposure from a single asset or market to a diversified real estate portfolio across assets, asset types, tenant types and markets
DIVERSIFICATION ACROSS THE MAP
IA’s 721 Exchange program targets contributions in IA’s key markets, with a focus in our key market hubs of Madison, Wisconsin and Fort Collins, Colorado, Kansas City, KS. We are mainly sourcing multifamily, industrial properties with an opportunistic view on retail and office assets.
We would also consider other markets, reach out for more details.
Explore 721 Exchange Opportunities with Investors Associated
Please complete the form and our team will connect with you to explore a possible 721 Exchange together.