
Heraclitus, Section 1031 Exchange Strategies and Planning for Disaster
Originators who know exchanges can prove invaluable resources to borrowers and lenders
Ricky Novak is a co-founder of The Strategic Group of Companies based in Atlanta and is CEO of Strategic 1031 Exchange Advisors, LLC. He specializes in niche areas of tax planning and works directly with high-net-worth investors, family offices and their trusted advisors. Mr. Novak’s expertise focuses on tax-deferred 1031 exchanges, Delaware Statutory Trust (DSTs), tax-deferred Opportunity Zone funds, and numerous federal and state-sponsored tax credit strategies. He would like to give special thanks to the 1031 team at Strategic 1031 Exchange Advisors for their assistance in researching and proofreading this article.

Originators who know exchanges can prove invaluable resources to borrowers and lenders