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SIE: Investment Companies & Packaged Products
SIE practice questionhardTICs — Tenants in Common

A Tenant-in-Common (TIC) 1031 exchange allows an investor to:

  1. AAvoid paying property taxes permanently
  2. BExchange residential property for corporate stock tax-free
  3. CDefer capital gains taxes by exchanging one investment property for a fractional interest in another qualifying property✓ Correct answer
  4. DConvert rental property into tax-free income
Explanation

Why CDefer capital gains taxes by exchanging one investment property for a fractional interest in another qualifying property

TIC interests qualify for Section 1031 like-kind exchanges, allowing investors to defer capital gains taxes when exchanging one real property interest for another. Each TIC owner holds an undivided fractional interest in the property. The IRS limits TIC arrangements to 35 co-owners (Rev. Proc. 2002-22). TICs are DPP-like investments with illiquidity, and do not avoid taxes permanently — they defer them.

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