Disclosures

Hatch provides educational information, coordination support, and introductions to independent third-party professionals. Hatch does not provide real estate brokerage, securities brokerage, investment advisory, tax, legal, accounting, Qualified Intermediary, DST sponsor, or 721 exchange sponsor services.

Hatch does not list property, market property for sale, negotiate real estate transactions, hold itself out as a real estate broker, sell securities, recommend securities, act as a fiduciary, prepare tax returns, provide legal opinions, hold exchange funds, or determine whether a transaction qualifies for tax deferral.

The information on this website is general and educational. It should not be relied on as tax, legal, accounting, real estate brokerage, securities, investment, or financial advice.

Real estate sales, 1031 exchanges, DST investments, 721-style transactions, seller financing, installment sales, depreciation recapture, state tax treatment, estate planning, and private real estate investments depend on specific facts. Those facts include ownership structure, basis, depreciation history, debt, state residency, property location, timing, investor eligibility, liquidity needs, tax filings, and advisor review.

You should consult your own CPA, attorney, Qualified Intermediary, licensed real estate broker, and appropriately licensed financial professional before making any decision.

References to DSTs, 721 exchanges, UPREITs, REITs, operating partnership units, private funds, or other investment structures are provided for general education only. Hatch does not offer, sell, place, underwrite, broker, or solicit securities.

Hatch does not recommend any specific DST, sponsor, issuer, broker-dealer, RIA, fund, REIT, operating partnership, investment product, or investment strategy.

Any securities offering must be made only through the applicable offering documents and by appropriately licensed parties. Investors should review the full private placement memorandum, subscription documents, risk factors, fees, conflicts, tax disclosures, and sponsor materials before investing.

Hatch is not a licensed real estate broker. Hatch does not list, market, sell, purchase, lease, exchange, negotiate, or broker real property.

Any real estate brokerage services are provided only by independent licensed real estate brokers or agents. Property owners are responsible for selecting and engaging any real estate broker. Hatch may provide general educational information about sale considerations and may coordinate introductions, subject to applicable law and written disclosures.

Hatch may receive compensation from third-party professionals, platforms, or service providers in connection with introductions, coordination, marketing, referral, or administrative services. Compensation arrangements may create conflicts of interest because Hatch may have a financial incentive to introduce certain providers.

You are not required to use any professional introduced by Hatch. You may choose your own broker, CPA, attorney, Qualified Intermediary, financial professional, DST professional, or other service provider. You should compare alternatives, ask each provider how they are paid, and review potential conflicts with your advisors.

Hatch may introduce property owners to independent third-party professionals, including real estate brokers, Qualified Intermediaries, attorneys, CPAs, DST professionals, investment advisers, broker-dealers, lenders, insurance providers, estate-planning professionals, or other service providers.

Those third parties are not employees or agents of Hatch. Hatch does not control their advice, fees, recommendations, licensing, diligence, services, products, communications, or outcomes. Hatch does not guarantee that any third party is appropriate for your situation.

You are responsible for evaluating any third party before engaging them.

A 1031 exchange is a complex tax transaction with strict requirements. Tax deferral depends on the property, ownership structure, use of proceeds, identification rules, closing rules, timing, debt replacement, documentation, taxpayer identity, and other facts.

Missing a deadline, receiving or controlling sale proceeds, identifying improper replacement property, failing to acquire qualifying property, receiving cash, receiving non-like-kind property, or reducing debt without replacement value may create taxable gain.

Hatch does not act as a Qualified Intermediary and does not determine whether your transaction qualifies for Section 1031 treatment. You should engage a Qualified Intermediary before closing and consult your CPA and attorney before starting an exchange.

DST investments involve material risks. These may include illiquidity, lack of a public market, long holding periods, sponsor risk, tenant risk, vacancy risk, financing risk, interest-rate risk, property-level risk, market risk, environmental risk, casualty risk, tax risk, fee drag, conflicts of interest, reduced or suspended distributions, and loss of some or all invested capital.

Distributions, appreciation, tax treatment, exit timing, refinance timing, sale timing, and 1031 eligibility are not guaranteed.

DST investors generally give up control over property management, leasing, financing, capital expenditures, refinancing, and sale decisions. Investors should review the full Private Placement Memorandum and speak with their own tax, legal, and financial professionals before investing.

Section 721 transactions are complex partnership transactions. Tax deferral depends on the structure, property, liabilities, ownership, contribution documents, partnership terms, tax history, and the owner tax situation.

Contributing property to a partnership, fund, UPREIT, or similar structure may reduce control, change liquidity, limit future exchange options, create partnership-tax complexity, expose the owner to fund-level decisions, and create risk tied to sponsor performance and fund governance.

Hatch does not sponsor, offer, sell, recommend, or arrange 721 exchange interests, operating partnership units, REIT shares, private fund interests, or securities. Any 721-related transaction must be reviewed with the applicable sponsor, offering documents, attorney, CPA, and licensed financial professional.

Real estate involves risk. Risks may include market declines, vacancy, tenant defaults, rent collection issues, repair costs, capital expenditures, insurance costs, property taxes, financing risk, interest-rate changes, environmental issues, zoning issues, casualty losses, litigation, local regulation, property management failures, and reduced liquidity.

Past property performance, projected income, broker opinions, sponsor projections, cap rates, appraisals, and comparable sales do not guarantee future results.

Tax outcomes depend on federal law, state law, local law, ownership structure, depreciation history, debt, basis, holding period, transaction timing, documentation, tax elections, passive activity rules, estate planning, and future law changes.

Capital gains, depreciation recapture, unrecaptured Section 1250 gain, net investment income tax, state tax, local tax, installment-sale treatment, partnership tax treatment, and exchange treatment may apply differently than expected. You should review all tax issues with your CPA and attorney.

Any calculator, estimate, example, or illustration on the Hatch website is for general education only. It uses simplified assumptions and does not calculate actual tax liability, actual proceeds, actual investment eligibility, actual cash flow, or actual legal consequences.

The calculator may omit or simplify federal capital gains tax, state tax, local tax, depreciation recapture, unrecaptured Section 1250 gain, net investment income tax, passive activity rules, suspended losses, installment-sale treatment, debt relief, transaction costs, partnership allocations, estate issues, recapture rules, AMT issues, and other items.

Your actual result may be materially different. Do not rely on the calculator to make a sale, exchange, investment, tax, legal, or financial decision.

Any projections, examples, illustrations, target returns, estimated distributions, yield ranges, cap rates, income estimates, appreciation assumptions, tax illustrations, or outcome comparisons are hypothetical. They are not guarantees, promises, or predictions of actual results.

Actual results may differ materially. You may lose money. Past performance does not guarantee future results.

Testimonials, case studies, and examples reflect individual experiences and may not represent typical outcomes. Results depend on property facts, market conditions, tax circumstances, timing, advisor input, third-party execution, and investment performance.

If a person providing a testimonial or endorsement has been compensated by Hatch or has a business relationship with Hatch, that relationship should be disclosed near the testimonial.

Hatch collects information you submit through the website, including contact information, property information, sale information, financial inputs, and tax-related inputs. Hatch may use that information to respond to inquiries, provide educational resources, coordinate introductions, improve services, and communicate with you.

Hatch may share your information with third-party professionals only as described in the Privacy Policy, with your consent, or as permitted by law. Review the Privacy Policy before submitting personal, property, tax, or financial information.