Property type

Medical Office

Educational overview for 1031 exchange planning. Not investment advice.

Category: HealthcarepassiveAsset class: Healthcarefee_simpledstfund

Overview

Medical Office 1031 Exchange — Educational Overview

Medical office buildings are often considered a defensive asset class. Educational considerations include healthcare-system tenancy and specialized build-outs.

General characteristics

Educational Considerations

  • Healthcare-system affiliation
  • Specialized improvements
  • Lease structure

Potential benefits

  • Demographic tailwinds (aging population)\n- Sticky tenancy from build-out costs

Potential risks

  • Specialized assets with limited reuse\n- Healthcare reimbursement policy risk

Management requirements

Typically third-party managed.

Liquidity considerations

DST: very low. Direct: moderate.

Tax considerations

Generally eligible for 1031 exchange when held for investment.

Common investor profiles

Investors seeking healthcare exposure.

Educational information only. The content on this page is general education and is not tax, legal, accounting, or investment advice. Consult your own CPA, attorney, and licensed investment professionals before making any decision related to a 1031 exchange or Delaware Statutory Trust.