_tax mitigation & exchange strategies
CLIENT SUCCESS
upREIT Sale of Multi-state Institutional GSA Portfolio across Southeast U.S.
A principal from BLACKLINE was engaged by a private developer of 28 build-to-suit GSA properties across the Southeast.
We sourced a public REIT that structured a tax-efficient UPREIT transaction, facilitating the sale of over 445,000 SF of GSA-leased assets across the Sunbelt.
We look at four key areas as we work through your exit strategy.
A like-kind exchange allowing you to defer capital gains taxes by reinvesting proceeds into a replacement property. Timing, identification rules, and asset selection are critical. We guide you through every step to protect your deferral.
Contribute your property to a Real Estate Investment Trust (REIT) in exchange for operating partnership units, deferring taxes while gaining liquidity, diversification, and passive income, without a forced sale.
Spread your gain recognition over multiple years by structuring the sale as an installment transaction. Useful for owners seeking income over time while managing annual tax exposure.
The right sale at the wrong time can be costly. We analyze holding periods, depreciation recapture, and market conditions to identify the optimal window for your exit.
See some of the recent transactions we've completed for private individuals and families.
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