Pending Review
Two ways to redeploy a 1031 exchange into investment-grade real estate.
Own it directly, or hold it passively. Investment Grade 1031 helps owners of appreciated commercial property understand the replacement options available to them, then routes each situation to the licensed professional equipped to execute it.
Direct-ownership brokerage and cost segregation through a licensed real estate brokerage. DST offerings and advanced 1031 liquidity strategies through a FINRA-registered broker-dealer. Two regulated lanes, clearly separated.
I want to own my replacement property directly.
Acquire a fee-simple, net-leased property with a credit tenant. Reset your depreciation schedule and pursue cost segregation on the new basis.
I want a passive, pre-packaged replacement property.
Exchange into a professionally managed Delaware Statutory Trust. No management responsibility, fractional diversification, and a fast path to meet the 45-day clock.
I want to explore tax-deferred liquidity options.
For select qualified investors and family offices, advanced 1031 strategies may preserve full deferral while creating liquidity. Reviewed jointly with your tax team before any decision.
One platform, two regulated lanes, the right specialist for your situation.
Investment Grade 1031 is an educational and routing platform. We help you understand whether direct ownership, a DST, or an advanced liquidity strategy fits your objectives, then connect you with the licensed professional who can execute it. We don’t blur the lines: real estate brokerage and securities are distinct activities, conducted by separate entities, each under its own regulator.
Direct ownership and securities, kept separate by design.
Direct Ownership & Cost Segregation
Fee-simple acquisition of net-leased commercial real estate, with a fresh fair-market-value basis and a new depreciation schedule on the property you buy.
- Identification and acquisition of credit-tenant net lease property
- Replacement sourcing inside the 45-day window
- Cost segregation referrals to reset depreciation
- Bonus depreciation where the asset profile supports it
DSTs & Advanced 1031 Liquidity
Passive, professionally managed Delaware Statutory Trust interests as 1031 replacement property, and advanced liquidity strategies for qualified investors.
- Traditional DST replacement interests for passive ownership
- Investment-grade, net-leased underlying assets
- Advanced 1031 liquidity strategies for select family offices
- Suitability and best-interest review before any placement
Two lanes, one wall. Real estate compensation is earned only by the licensed brokerage. Securities compensation is earned only by the broker-dealer. The two never cross.
Charting your TREW course: transitional real estate wealth.
A 1031 decision touches tax planning, investment strategy, and brokerage at once. Our educational program is built to bring your advisors into the analysis, not around them, so the tax planner, accountant, and CIO can evaluate any strategy against your specific facts before a decision is made.
We do not move to documentation until your tax team has had the opportunity to review the structure. That joint advisor session is standard practice here, not an accommodation.
- Analyzing options in a 1031 exchange
- Active vs. passive ownership
- Tax efficiency and disposition relative to adjusted basis
- Generating liquidity within an exchange
- Diversification within a real estate allocation
- Estate planning goals and future transition
- Managing risk across the ownership cycle
Whether you’re planning a sale or already on the clock.
The planner
You hold an appreciated, low-basis property and have been deterred by the tax cost of selling. The question is whether a structure exists that changes the math of selling at all.
The exchanger
You’ve already sold and you’re inside the 45-day identification window. You need replacement options that are available now and that fit your objectives under the deadline.
Tell us about your property and your timeline.
Share where you are in the process, your approximate value and basis, and your 45-day status if you’re already exchanging. We’ll organize your situation and connect you with the right licensed specialist. No advice is given until a qualified professional reviews your facts.
A qualified intermediary, CPA or tax advisor, and attorney should review your situation. This intake provides no tax, legal, securities, or investment advice.
Investment Grade 1031
An educational and routing platform helping owners of investment-grade real estate evaluate and execute their 1031 replacement options.
Office: 312.433.9300 x 12
1011 W Lake Street, Suite 420
Oak Park, IL 60301
InvestmentGrade1031.com is an educational and informational platform operated by Investment Grade 1031, LLC, a joint-venture marketing entity. The platform helps owners of investment real estate understand their options at the time of a sale or a Section 1031 exchange and routes them to the appropriate licensed professional for their situation. Investment Grade 1031, LLC is not a licensed real estate brokerage and is not a broker-dealer. It does not effect transactions, hold client funds, or provide brokerage, securities, tax, legal, or investment advice. All regulated activity referenced on this site is conducted by the separate licensed entities identified below, each operating under its own regulatory framework.
Real estate brokerage. Direct-ownership real estate brokerage services, including the identification and acquisition of fee-simple net-leased replacement properties and related cost segregation referrals, are provided by licensed real estate brokerages, including Investment Grade Income Property LP, and are governed by applicable state real estate licensing law. These brokerage services are provided only in jurisdictions in which the applicable brokerage and licensee are licensed, directly or through cooperating brokers.
Securities. Delaware Statutory Trust (DST) offerings and other securities-based 1031 replacement strategies are offered exclusively through American Alternative Capital, LLC, a broker-dealer registered with FINRA (member FINRA / SIPC), by its registered representatives, and only in states in which the representative and American Alternative Capital, LLC are registered. These are securities, available only to accredited investors as defined under Rule 501 of Regulation D, pursuant to confidential private placement memoranda. Investment Grade 1031, LLC and the real estate brokerages identified above are not broker-dealers, do not offer or sell securities, and do not receive securities transaction-based compensation. Real estate brokerage compensation is earned solely by the applicable licensed real estate brokerage in connection with real estate transactions; securities-related compensation is earned solely by American Alternative Capital, LLC and its registered representatives in connection with securities transactions. The two are separate and do not cross.
Dual-licensed individuals. Certain individuals associated with this platform are licensed both as real estate brokers and as registered representatives of American Alternative Capital, LLC. In any given transaction, such an individual acts in only one capacity, which will be disclosed, and the applicable services and compensation are governed by the corresponding entity and regulatory framework.
Not an offer. This website is informational only. It is not an offer to sell or a solicitation of an offer to buy any security or any interest in any investment program, and it is not an offer of brokerage services in any jurisdiction where the applicable entity is not licensed. Any securities offer or sale will be made only through American Alternative Capital, LLC pursuant to definitive offering documents. Any real estate brokerage engagement will be made only through a written agreement with the applicable licensed brokerage.
Risk & tax. Real estate and real estate securities involve material risks, including illiquidity, loss of principal, leverage, tenant-credit risk, interest-rate risk, and potentially adverse tax consequences. Section 1031 is a complex area of tax law, and the tax treatment of any strategy depends on the specific facts of the taxpayer’s situation. Certain advanced strategies referenced on this site rely on tax authorities that are well established for some elements and untested for others. Nothing on this site is tax, legal, or investment advice. Each prospective participant should engage an independent qualified intermediary, certified public accountant or tax advisor, and legal counsel, and should review all offering documents, before entering into any transaction. Past performance is not indicative of future results. Target or illustrative returns are not guarantees. Hypothetical examples are for illustration only and do not represent actual transactions.
Securities offered through American Alternative Capital, LLC, member FINRA / SIPC. Real estate brokerage services provided by Investment Grade Income Property LP and other licensed brokerages. InvestmentGrade1031.com is operated by Investment Grade 1031, LLC for educational and routing purposes only. © 2026 Investment Grade 1031, LLC.