1031 Exchange for Senior Housing & Assisted Living Properties

Senior Living 1031 Exchange

Secure, Specialized 1031 Exchange Support for Senior Housing Investors

Senior housing and assisted living facilities represent one of the most specialized segments of commercial real estate, combining long-term demographic demand with operational and regulatory complexity. Whether divesting a stabilized facility or repositioning capital into a different care model, a 1031 exchange allows owners to defer capital gains taxes while preserving equity for reinvestment. HUB 1031 Inc. safeguards every exchange with regulated escrow custody, segregated accounts, and institutional-level oversight—protecting investor capital throughout the transaction.

Tailored Support for Senior Housing & Assisted Living Assets

Exchanges involving senior housing require careful coordination due to licensing requirements, operational continuity, and tenant-care considerations. HUB 1031 supports exchanges involving:

  • Assisted living communities

  • Independent senior housing facilities

  • Memory care properties

  • Skilled nursing or transitional care real estate (where exchange-eligible)

Our role is to ensure exchange proceeds are handled securely and that each step of the process aligns with IRS requirements—without introducing financial risk during complex transitions.

Why Senior Housing Investors Choose HUB 1031

Senior housing transactions often involve high valuations, regulated operations, and extended due diligence timelines. Secure custody of exchange funds is critical.

  • Exchange proceeds are held in segregated custodial accounts through Guaranty Escrow, Inc.

  • Custody is subject to DFPI oversight and annual independent audits

  • All personnel undergo DOJ background checks and fingerprinting

  • Funds are never pooled, reinvested, or commingled

  • Security standards exceed typical practices in the unregulated 1031 exchange industry

This structure aligns with the institutional nature of senior housing investment.

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Preserve Equity Through Tax Deferral

Senior housing assets often appreciate over long ownership periods, supported by demographic trends and long-term care demand. A properly structured 1031 exchange allows owners to defer capital gains taxes while keeping equity intact for future investment or portfolio repositioning.

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Reposition Into Different Care Models or Asset Types

A 1031 exchange allows senior housing investors to adapt portfolios by:

  • Transitioning between assisted living, independent living, or memory care assets

  • Moving from operationally intensive properties into more passive income real estate

  • Diversifying into other qualifying commercial property types

This flexibility supports long-term strategy adjustments while maintaining tax efficiency.

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Improve Operational and Ownership Efficiency

Senior housing investors often use 1031 exchanges to reduce management intensity by repositioning into properties with:

  • Professional third-party operators

  • More predictable income structures

  • Reduced regulatory exposure

This approach can improve stability while lowering day-to-day involvement.

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Simplify Complex Senior Housing Portfolios

As portfolios grow across multiple facilities or markets, administrative complexity can increase significantly. A 1031 exchange provides a structured path to consolidate holdings into fewer, strategically aligned assets—while remaining fully compliant with IRS exchange requirements.

Start Your Senior Housing 1031 Exchange With Confidence

Senior housing and assisted living exchanges demand careful planning, strict compliance, and secure fund handling. HUB 1031 Inc. delivers all three. With licensed escrow custody, segregated accounts, and transparent oversight, we help senior housing investors execute high-value exchanges with confidence.

Contact HUB 1031 Inc. at (424) 340-6254 to discuss your senior housing or assisted living 1031 exchange and protect the equity you’ve built.

1031 Exchange Assisted Living Facility

Free Consultation

HUB 1031 Inc. Premium Exchange Services

2100 Pacific Coast Highway
Hermosa Beach, CA 90254

Phone: (424) 322-9317

8:30 am to 5:30 pm Monday through Friday.
We are also available for weekend appointments.

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