In response to a question from Piper Sandler’s Connor Mitchell, Dupuy said progress in the fourth quarter was “not as much” as hoped, citing the buyer’s need to confirm liabilities and work through government-related issues. He added that activity increased in the first quarter, including site visits and documentation work. Dupuy said the expectation remains that the transaction would close for all six hospitals at once, with no plans for a staged closing.Dupuy said Community Healthcare Trust has maintained ...

1031 Exchange Rules - Highlights 10 essential rules for utilizing a 1031 exchange [1] - Focuses on timing deadlines critical to the exchange process [1] - Addresses like-kind property requirements for eligibility [1] - Emphasizes tax deferral benefits achievable through 1031 exchange [1] - Clarifies what qualifies for a 1031 exchange [1] - Identifies frequent pitfalls to avoid during the exchange [1]

Discover the 10 essential rules for using a 1031 exchange: timing deadlines, like-kind property requirements, tax deferral, what qualifies, and frequent pitfalls to avoid. https://t.co/3bT6EnQ6Ho ...

Core Insights - JLL Income Property Trust has fully subscribed its JLLX Diversified 9, DST program, which is valued at $168 million and structured as a Delaware Statutory Trust for 1031 exchange investors [1][3] Company Overview - JLL Income Property Trust is an institutionally managed, daily NAV REIT with approximately $6.5 billion in portfolio equity and debt investments [1][5] - The trust focuses on a diversified portfolio of high-quality, income-producing assets across various sectors including residential, industrial, grocery-anchored retail, healthcare, and office [5] Investment Strategy - The JLLX Diversified 9, DST includes two multifamily residential communities in Fort Collins, CO, totaling 405 units, and a retail shopping center in Phoenix, AZ, covering 118,000 square feet [2][3] - The program aims to provide tax deferral and estate planning benefits, appealing to investors seeking to maintain exposure to core real estate [3] Market Demand - There is a strong market demand for institutional-quality, low-fee, 1031 solutions, as evidenced by the positive response from investors and financial advisors [3] - The multifamily rental and grocery-anchored retail sectors are showing strong fundamentals, with resilient rental growth and demand for necessity property types [3] Historical Performance - Since its inception in 2019, JLL Exchange has attracted over $1.95 billion across 26 DST offerings, indicating a significant interest from property owners in tax-efficient real estate allocation [3]

Core Insights - JLL Income Property Trust has fully subscribed its JLLX Diversified VIII, DST program, raising $158 million aimed at providing tax deferral opportunities for 1031 exchange investors [1][3] - The investment program includes a multifamily residential community with 323 units in Wilsonville, OR, and a grocery-anchored shopping center of approximately 147,000 square feet in Cedar Park, TX [2] - The JLL Exchange program has attracted over $1.85 billion across 26 DST offerings since its inception in 2019, indicating strong market demand for institutional-quality, low-fee investment solutions [3] Company Overview - JLL Income Property Trust is a daily NAV REIT with approximately $6.5 billion in portfolio equity and debt investments, focusing on a diversified portfolio of high-quality, income-producing properties across various sectors [1][6] - The company aims to further diversify its real estate portfolio, including potential global investments, while maintaining a focus on core real estate allocations for investors [6] Market Demand - There is a high level of engagement from financial advisors in 2025, reflecting strong market demand for the tax deferral, estate planning, and diversification benefits offered by the JLLX platform [3] - The multifamily rental and grocery-anchored retail sectors are highlighted as providing durable income and strong fundamentals, making them attractive investment options [3]

Core Insights - JLL Income Property Trust has fully subscribed its JLLX Diversified VII program, which is a $105 million Delaware Statutory Trust (DST) designed for 1031 exchange investors to reinvest proceeds from appreciated real estate while deferring taxes [1][3] Company Overview - JLL Income Property Trust is an institutionally managed, daily NAV REIT with approximately $6.5 billion in portfolio equity and debt investments [1][4] - The trust owns and manages a diversified portfolio of high-quality, income-producing assets across various sectors, including residential, industrial, retail, healthcare, and office properties throughout the United States [5] Investment Strategy - JLLX Diversified VII includes a 199-unit multifamily residential community in Trumbull, CT, and a Class A industrial warehouse facility in Chandler, AZ, reflecting a focus on high-conviction property sectors [2][3] - The program aims to provide estate planning solutions for investors, facilitating the transfer of generational wealth while mitigating tax consequences associated with real estate sales [3] Market Demand - There is strong demand from 1031 exchange investors and their advisors, indicating a robust interest in tax-efficient real estate investment solutions [3] - The residential and industrial sectors are showing strong fundamentals, with resilient rental growth trends [3] Historical Performance - Since its inception in 2019, JLL Exchange has attracted over $1.7 billion across 26 DST offerings, demonstrating significant interest from property owners in maintaining real estate allocations [3] - JLL Income Property Trust has completed 14 full cycle UPREIT transactions totaling $960 million to date, showcasing its active engagement in the market [3]