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EGX Investments中文 · Chinese

機構級美國地產
投資與開發平台

EGX Investments 為由創辦人主導的美國不動產投資與開發平台。
深耕住宅、商業及短租等領域,跨足美國本土與亞太地區資本市場。

英語講座 · English-Language Seminar
45天後 · days
EGX Investments即將於 2026年10月6日 於蒙特利公園市舉辦英語講座
Upcoming English-languageEGX Investmentsseminar · October 6, 2026 · 11:00 AM
主題:EGX Modular Strategies 2026 Webinar。地點:Online。歡迎雙語人士參加;活動以英語進行。Topic: EGX Modular Strategies 2026 Webinar. Conducted in English; bilingual attendees welcome. 45 days away.
實績紀錄 · Selected Transactions

機構級交易紀錄

Institutional-Grade Track Record
Land & Development
Grand Ave
Los Angeles, CA
Multifamily / Mixed-Use
Colfair Building
Pasadena, CA
Multifamily / Mixed-Use
Urbana at Glenrosa
Phoenix, AZ
Multifamily / Mixed-Use
Gentry Way
Reno, NV
Multifamily / Mixed-Use
Katy Meadows Park
Katy, TX
NNN
In-N-Out
Yucaipa, CA
NNN
Raising Cane's
Upland, CA
NNN
Burger King
Chicago, IL
NNN
Popeyes
Houston, TX
NNN
Popeyes
Riverside, CA
NNN
Wendy's
Sweetwater, TX
NNN
Pizza Hut
Forest Heights, MD
NNN
Schlotzsky's
Colorado Springs, CO
NNN
Dollar General
Dallas, TX
Retail
Marketplace Shopping Center
Independence, MO
Retail
Uptown Commons
Long Beach, CA
Retail
The Meadows
Terre Haute, IN
Office / Medical
Stonecreek Medical Center
Las Vegas, NV
Office / Medical
Jacobs Engineering
Houston, TX
Office / Medical
Total Point Urgent Care
Grand Prairie, TX
Industrial
Labcorp
Cincinnati, OH
Residential
East Altadena
Altadena, CA
Residential
Metropolis
Los Angeles
Residential
Concerto Lofts
Los Angeles
Residential
Metro Heights
Montebello, CA
Residential
Zest by Trumark Homes
West Covina, CA
Residential
Mesa Del Sol @ Netflix Studios
Albuquerque, NM
Residential
Santa Rosa
Arcadia, CA
Residential
Dove Canyon
Trabuco Canyon, CA
Hospitality
Roe Japanese Fusion
Sierra Madre, CA
Land & Development
Grand Ave
Los Angeles, CA
Multifamily / Mixed-Use
Colfair Building
Pasadena, CA
Multifamily / Mixed-Use
Urbana at Glenrosa
Phoenix, AZ
Multifamily / Mixed-Use
Gentry Way
Reno, NV
Multifamily / Mixed-Use
Katy Meadows Park
Katy, TX
NNN
In-N-Out
Yucaipa, CA
NNN
Raising Cane's
Upland, CA
NNN
Burger King
Chicago, IL
NNN
Popeyes
Houston, TX
NNN
Popeyes
Riverside, CA
NNN
Wendy's
Sweetwater, TX
NNN
Pizza Hut
Forest Heights, MD
NNN
Schlotzsky's
Colorado Springs, CO
NNN
Dollar General
Dallas, TX
Retail
Marketplace Shopping Center
Independence, MO
Retail
Uptown Commons
Long Beach, CA
Retail
The Meadows
Terre Haute, IN
Office / Medical
Stonecreek Medical Center
Las Vegas, NV
Office / Medical
Jacobs Engineering
Houston, TX
Office / Medical
Total Point Urgent Care
Grand Prairie, TX
Industrial
Labcorp
Cincinnati, OH
Residential
East Altadena
Altadena, CA
Residential
Metropolis
Los Angeles
Residential
Concerto Lofts
Los Angeles
Residential
Metro Heights
Montebello, CA
Residential
Zest by Trumark Homes
West Covina, CA
Residential
Mesa Del Sol @ Netflix Studios
Albuquerque, NM
Residential
Santa Rosa
Arcadia, CA
Residential
Dove Canyon
Trabuco Canyon, CA
Hospitality
Roe Japanese Fusion
Sierra Madre, CA
Land & Development
Grand Ave
Los Angeles, CA
Multifamily / Mixed-Use
Colfair Building
Pasadena, CA
Multifamily / Mixed-Use
Urbana at Glenrosa
Phoenix, AZ
Multifamily / Mixed-Use
Gentry Way
Reno, NV
Multifamily / Mixed-Use
Katy Meadows Park
Katy, TX
NNN
In-N-Out
Yucaipa, CA
NNN
Raising Cane's
Upland, CA
NNN
Burger King
Chicago, IL
NNN
Popeyes
Houston, TX
NNN
Popeyes
Riverside, CA
NNN
Wendy's
Sweetwater, TX
NNN
Pizza Hut
Forest Heights, MD
NNN
Schlotzsky's
Colorado Springs, CO
NNN
Dollar General
Dallas, TX
Retail
Marketplace Shopping Center
Independence, MO
Retail
Uptown Commons
Long Beach, CA
Retail
The Meadows
Terre Haute, IN
Office / Medical
Stonecreek Medical Center
Las Vegas, NV
Office / Medical
Jacobs Engineering
Houston, TX
Office / Medical
Total Point Urgent Care
Grand Prairie, TX
Industrial
Labcorp
Cincinnati, OH
Residential
East Altadena
Altadena, CA
Residential
Metropolis
Los Angeles
Residential
Concerto Lofts
Los Angeles
Residential
Metro Heights
Montebello, CA
Residential
Zest by Trumark Homes
West Covina, CA
Residential
Mesa Del Sol @ Netflix Studios
Albuquerque, NM
Residential
Santa Rosa
Arcadia, CA
Residential
Dove Canyon
Trabuco Canyon, CA
Hospitality
Roe Japanese Fusion
Sierra Madre, CA
$500M+ USD最新完成交易 · Recently Closed
17私募集資 · Syndications
220+物業組合 · Properties
8資產類別 · Asset Classes

反映主理人於過往實體與平台之綜合經驗。過往績效不代表未來表現。

Brokered ByeXp CommercialAGNT, Inc.Nasdaq: AGNT
創辦人 · Leadership

由創辦人主導
機構級執行力

James Huang
Chairman of the Board
董事會主席
eXp Commercial 創始總裁,AGNT, Inc.(Nasdaq: AGNT,年營收逾 48 億美元,遍布 29 個國家、83,000 多名經紀人)旗下商業地產經紀部門,並擔任 EGX 董事會主席。橫跨機構級商業地產二十年資歷,涵蓋經紀業務領導、發起方資本顧問,以及橫跨美國與亞洲的跨境投資人關係。於 EGX 主導治理架構、跨境資本合作關係,以及每一檔投資產品的機構級審查。董事會層級監督資本部署、發起方遴選,以及戰略性 eXp Commercial 關係,使 EGX 直接接軌經過驗證的全美經紀網絡。持續為家族辦公室與機構配置者提供美國不動產投資諮詢。
“以科技串連世界。”
“Connecting the world through technology.”
James Huang, Chairman of the Board · 董事會主席
Edward Weng翁瑋迪
Founder
創辦人
EGX Investments 創辦人,累積超過 15 年不動產投資與開發實戰經驗,橫跨單戶住宅、多戶公寓、工業、醫療辦公、NNN 長租、酒店與短租住宿等八大資產類別。從機構級機會源頭挖掘、資本結構與發起人條款設計,到收購後資產穩定化與退場,皆親自主導執行。同時為加州持牌不動產經紀人(CA DRE 02007124),透過 eXp Commercial 與 eXp Realty 平台執行所有經紀業務。深耕跨境亞洲資本合作,以及南加州機構級資產組合。中英文雙語溝通,於台北與聖瑪利諾(San Marino)兩地皆設實體運營據點。
“為亞洲資本搭起通往美國機構級不動產的橋樑。”
“Building the bridge from Asia to U.S. institutional real estate.”
Edward Weng, Founder · 創辦人
Frederick Buss
Strategic Advisor
戰略顧問
前亞利桑那州皮奧里亞市(City of Peoria)經濟發展總監,現任 EGX 戰略顧問。專精公共政策、土地使用與開發報批(entitlement)策略,深耕台積電(TSMC)擴張走廊沿線之鳳凰城都會區。於 EGX 統籌市政關係、土地使用規劃與報批時程,將公部門視角導入機構級不動產開發決策,協助 EGX 在亞利桑那的開發專案穩健推進。
Frederick Buss, Strategic Advisor · 戰略顧問
Toni Nan Xiong
Strategic Advisor, Mortgage Lender
戰略顧問暨貸款專家
房貸專家暨加州持牌商業不動產經紀人,累積逾二十年多戶公寓與商業市場實戰經驗。於 EGX 提供債務結構、融資策略與貸款機構關係方面的顧問支援,從收購階段一路協助至資本結構完成。
Roland Young
Director of Finance
財務總監
EGX 平台每一檔資產的承銷與分析主責人。主導交易結構設計、財務模型建置與稅務策略,涵蓋從收購、資本結構到退場的完整週期。
親自直接回覆 · Direct Principal Response
機構合作 · Powered By
AGNT, Inc. · Nasdaq: AGNT

EGX 不動產經紀業務於 AGNT, Inc. 平台上運作 - 一個橫跨 29 個國家、由 83,000+ 名經紀人組成的上市雲端不動產組織。

EGX brokerage representation operates on the AGNT, Inc. platform - a publicly-traded, cloud-based real estate organization with institutional operating infrastructure and a verified agent network spanning 29 countries.

United States, Canada, Mexico, Brazil, United Kingdom, France, Germany, India, Hong Kong, Australia, South Africa, Portugal, Puerto Rico, Italy, Colombia, Spain, Israel, Panama, Dominican Republic, Greece, New Zealand, Chile, Poland, UAE (Dubai), Argentina, Peru, Turkey, Belgium, Czech Republic

$4.8B
Annual Revenue · 年營收
$194B
Sales Volume · 年度成交額
82,997+
Agents · 全球經紀人
29
Countries · 國家

Publicly traded · Nasdaq: AGNT. Figures from AGNT, Inc. (formerly eXp World Holdings) FY2025 results, rounded.

核心業務 · What We Do

四大業務支柱
經紀代理 · 跨境資本 · 不動產開發 · 1031 稅務遞延

EGX 以經紀、跨境資本、不動產開發與 1031 稅務遞延四大支柱為核心,由創辦人主導執行,並由機構級合作夥伴提供治理與監督。

01
不動產經紀
Real Estate Brokerage
透過 eXp Realty 與 eXp Commercial 提供住宅與商業全方位經紀服務。中英雙語團隊,涵蓋全資產類別。
了解更多 · Learn More
02
跨境資本
Cross-Border Capital
與台灣、香港、新加坡的家族辦公室、高淨值人士及機構合作夥伴建立長期資本關係。EB-5 透過 USCIS 指定區域中心行銷合作執行,EGX 同時擔任計畫發起人。
了解更多 · Learn More
03
不動產開發
Development
從零開發、模組化建築、火災重建專案。聚焦於洛杉磯郡及南加州市場,並選擇性執行於亞利桑那州鳳凰城走廊(台積電擴張軸線)。
了解更多 · Learn More
04
1031 稅務遞延
1031 Exchange
美國境內同類投資性不動產交換可遞延資本利得稅。45 天識別、180 天交割期限嚴格執行。EGX 協助識別合格中介機構並提供替代物件採購建議。
了解更多 · Learn More
不動產經紀 · Real Estate Brokerage

透過 eXp Realty 與 eXp Commercial
全方位住宅與商業代理

EGX 不動產經紀業務由創辦人團隊主導,住宅交易透過 eXp Realty of California 進行,商業交易透過 eXp Commercial of California 進行。雖於加州持牌,仍可透過 eXp 跨州經紀網絡,於美國 50 州協助客戶完成交易。州外市場諮詢,歡迎來電。中英雙語服務,涵蓋全資產類別與所有交易階段。

住宅 · Residential
透過eXp Realtyof California 進行
R · 01
高端住宅買賣代理
Luxury Residential Representation
買賣雙方代理,含豪宅、學區房、及多戶住宅。中英雙語全程協助。
Buy-side and sell-side representation across luxury homes, top school districts, and small multi-family. Bilingual support throughout.
R · 02
1031 稅務遞延交換
1031 Tax-Deferred Exchange
從合格中介人選擇、識別期程,到替代物產源覓與成交,由 EGX 統籌執行。
From qualified intermediary selection and identification timing to replacement sourcing and closing - coordinated end-to-end by EGX.
R · 03
加州火災重建專案代理
California Fire-Rebuild Representation
Altadena 與 Pacific Palisades 火災重建相關之地產代理與重建協調。
Lot brokerage and rebuild coordination for Altadena and Pacific Palisades fire-affected properties.
R · 04
跨境買家與 FIRPTA 預扣
Cross-Border Buyers & FIRPTA
外籍買賣方 FIRPTA 預扣稅、實體結構規劃,以及跨境付款協調。
FIRPTA withholding for foreign buyers and sellers, entity structuring, and cross-border payment coordination.
商業 · Commercial
透過eXp Commercialof California 進行
C · 01
機構級商業不動產代理
Institutional Commercial Brokerage
辦公、工業、零售、混合用途,以及 NNN 等資產類別之代理。
Representation across office, industrial, retail, mixed-use, and NNN asset classes.
C · 02
資本市場與投資銷售
Capital Markets & Investment Sales
出讓代理(買方與賣方),含投資人代表、承銷、與資本部署。
Disposition representation on both sides, including investor representation, underwriting, and capital deployment.
C · 03
租賃代理
Leasing Representation
業主與承租人雙方代表,含淨有效租金、租戶信用、與條款分析。
Landlord and tenant representation, with net effective rent, tenant credit, and term analysis.
C · 04
收購策略與 1031 替代物產
Acquisition Strategy & 1031 Replacements
投資準則、市場地圖、以及透過自有資源管道之非公開機會源覓。
Investment criteria, market mapping, and off-market opportunity sourcing through proprietary channels.
License加州不動產經紀執照:DRE 02007124 · Equal Housing Opportunity
核心市場 · Core Markets

機構級資產佈局
南加州 - 鳳凰城 - 拉斯維加斯

EGX 主要部署聚焦四大市場 - 南加州、亞利桑那(台積電走廊)、內華達(拉斯維加斯)。其他市場依個案評估,歡迎與我們聯繫。

01
南加州
Southern California
洛杉磯 · 聖蓋博 · 橘郡 · 內陸帝國
LA · SGV · OC · IE
02
亞利桑那
Arizona
鳳凰城 · 台積電走廊
Phoenix · TSMC Corridor
03
內華達
Nevada
拉斯維加斯
Las Vegas
04
其他市場
Other Markets
德州 · 紐約 · 個案評估
TX · NY · By Inquiry
跨境資本 · Cross-Border Capital

長期資本關係
台灣 · 亞太地區

EGX 與亞洲地區的家族辦公室、高淨值人士及機構合作夥伴建立長期資本關係,並非單次交易。創辦人團隊幾乎每月赴亞洲駐點,於台北、新竹及其他主要都會區親自會晤合作夥伴。從跨境稅務、FIRPTA 預扣、實體結構規劃,到資本部署,皆於合格法律顧問指導下統籌執行。EB-5 透過 USCIS 指定區域中心行銷合作執行,EGX 同時擔任底層計畫之計畫發起人,並於合格移民與證券法律顧問指導下進行。

機密處理 · Confidential Handling所有諮詢與配置細節,謹守保密原則。
台灣
Taiwan
與台北、新竹之家族辦公室及高淨值人士建立長期合作。重點關注科技業相關資本,台積電鳳凰城走廊為跨境配置策略之一。
Long-term relationships with family offices and high-net-worth principals in Taipei and Hsinchu. TSMC’s Phoenix corridor anchors one of our cross-border allocation themes.
香港與新加坡
Hong Kong & Singapore
與香港及新加坡之家族辦公室、私人銀行客戶及機構夥伴維持長期資本關係。重點為跨境商業地產配置及結構規劃。
Long-term capital relationships with family offices, private banking clients, and institutional partners in Hong Kong and Singapore. Focus on cross-border commercial allocations and structuring.
亞洲其他地區
Other Asia
與亞洲其他主要金融中心之私人銀行客戶與機構夥伴維持資本關係。重點為跨境商業地產配置及多元化通道。
Capital relationships with private banking clients and institutional partners across other major Asian financial centers. Focus on cross-border commercial allocations and diversified channels.
國際投資人服務 · For International Investors
全方位跨境法律與會計協調
Full Legal & Accounting Coordination Across Borders

美方法律顧問、會計師、與亞洲子公司夥伴一站式統籌。資金部署前完成結構規劃、預扣稅務與申報義務。

One coordinated engagement across U.S. counsel, CPAs, and Asia subsidiary partners. Structuring, withholding, and reporting obligations handled before capital is deployed.

美國稅務顧問
U.S. Tax Counsel
美國會計師事務所
U.S. Accounting & CPA
證券與移民法律顧問
Securities & Immigration Counsel
亞洲子公司合作夥伴
Asia Subsidiary Partners
EB-5 · 區域中心合作 · Regional Center Partnership

EGX 與 USCIS 指定之區域中心建立行銷合作關係,負責 EB-5 資本募集;EGX 本身則擔任底層美國不動產開發計畫之計畫發起人(Project Sponsor)。區域中心負責 I-526E 申請支援、就業創造方法論及 USCIS 合規事宜;EGX 統籌計畫層級實質審查、資金來源文件、資本結構設計與執行,全程於合格移民與證券法律顧問指導下進行。

計畫架構目前處於法律顧問審查階段。具體區域中心識別資料、計畫條款與投資金額,皆於法律顧問正式核可後,由合格投資人透過簽署保密協議揭露。本網站內容不構成任何 EB-5 證券要約或移民法律建議。

EGX partners with a USCIS-designated Regional Center as marketing partner for EB-5 capital formation, and EGX itself acts as project sponsor for the underlying U.S. real estate development. The Regional Center handles I-526E petition support, job-creation methodology, and USCIS compliance; EGX coordinates project-level diligence, capital structuring, and execution under qualified immigration and securities counsel. Program structure remains under counsel review; specific Regional Center identification and engagement terms are disclosed to qualifying investors under executed non-disclosure after counsel sign-off. Nothing on this site constitutes an offer of EB-5 securities or immigration counsel.

本內容不構成任何證券要約或招攬。證券僅透過正式發行文件向經驗證之合格投資人提供。詳見服務條款。

市場聚焦 · Market Focus:台積電走廊 · TSMC Corridor

$265B 工業資本
重塑鳳凰城

$265B Industrial Capital Reshaping Phoenix

台積電於 2026 年 7 月將亞利桑那投資額提升至 $265B (台積電公告,2026 年 7 月),新增 $100B 用於興建四座先進晶圓廠,反映多年期的 AI 晶片需求。整體佈局現涵蓋十座晶圓廠、兩座先進封裝廠及一座研發中心,正在重塑西北鳳凰城需求。已承諾的資本、數千名遷入的工程師、以及多年期的工業足跡,皆為住宅與配套商業需求提供長期支撐。

TSMC raised its Arizona commitment to $265B in July 2026, a $100B increase that funds four additional advanced fabs on multi-year AI chip demand. The buildout now spans ten fabs, two advanced packaging plants, and a research center, and it is reshaping northwest Phoenix demand. Committed capital, thousands of relocating engineers, and a multi-decade industrial footprint anchor durable residential and supporting commercial demand.

EGX 於此走廊已部署多戶住宅資產,並建立以勞動力住房為核心的開發儲備。亞洲資本關係與營運商及供應鏈高度契合。

EGX is positioned in the corridor with active multifamily holdings and a development pipeline targeting workforce housing. Asia capital relationships align naturally with the operator and supply chain.

承銷、資產位置及資本結構於 NDA 簽署後揭露。 · Underwriting, asset locations, and capital structure disclosed under NDA.

開發與資本 · Development & Capital

持續開發中
歡迎資本合作

Actively Building · Open To Capital Partners

EGX 主導模組化開發,聚焦阿爾塔迪納(Altadena)與太平洋帕利薩德(Pacific Palisades)災後重建市場。同步運作 Reg D 506(c) 私募架構,並於合格法律顧問指導下評估 EB-5 跨境資本通道。

EGX leads modular development across Altadena and Pacific Palisades, with active Reg D 506(c) syndications and EB-5 capital structures under qualified counsel review.

模組化開發Modular DevelopmentReg D 506(c) 私募架構Reg D 506(c) SyndicationEB-5(法律顧問審查中)EB-5 (Counsel Review)

本內容不構成任何證券要約或招攬。證券僅透過正式發行文件向經驗證之合格投資人提供。詳見服務條款。

建造方法 · Construction Method:模組化 · Modular

工廠精度。
可預測的執行。

Factory Precision. Predictable Execution.

模組化建造是將製造業的紀律應用於房地產:工廠級公差、可預測的時程、可量化的執行結果。 EGX 與美國頂尖模組化製造商建立優先合作關係,部署於住宅、附屬住宅單元 (ADU)、以及商業項目。

Modular construction is manufacturing discipline applied to real estate: factory-grade tolerances, predictable timelines, quantifiable execution. EGX maintains preferred manufacturer relationships across residential, ADU, and commercial (multifamily, hospitality, workforce, senior care).

01
住宅
Residential

加州火災重建項目主導 - 阿爾塔迪納與太平洋帕利塞德。 模組化是與保險時程及屋主迫切需求對接的唯一建造方法。

California fire-rebuild residential anchored in Altadena and Pacific Palisades. Modular speed aligns with insurance timelines and displaced-homeowner urgency.

02
附屬住宅單元
Accessory Dwelling Units (ADU)

加州法規鬆綁釋出後院密度。 模組化在 8-12 週內交付完工 ADU,提供租金收益或多代同堂安排。

California's relaxed ADU rules open backyard density. Modular delivers a completed ADU in 8-12 weeks for rental yield or multi-generational housing.

03
商業
Commercial

客房或單位愈多,工廠工裝攤銷愈深 - 模組化在規模下複利,於資本承銷視窗內提早穩定營運。

More keys or units, deeper factory amortization - modular compounds at scale and stabilizes earlier inside the capital underwriting window.

MultifamilyHospitalityWorkforceSenior Care
Speed-To-IRR Delta· 收益實現加速
Stick-Built · 傳統工法18-24 months
Modular · 模組化建造12-16 months
EGX 模組化較傳統工法提早約 30-35% 達到穩定營運
Modular reaches stabilized operation roughly 30-35% sooner, from the schedule ranges above
30-35%

工廠工裝成本在每個單位或客房中分攤。 規模愈大,邊際成本愈低,現金流提前流入承銷視窗。

Factory tooling amortizes across every unit or key. At scale, marginal cost per unit drops and cash flow advances forward into the underwriting window.

稅務概覽 · U.S. Tax Overview

跨境投資人最常問
美國地產四大稅務議題

美國不動產投資涉及的主要聯邦與州稅議題概覽。本內容僅供資訊參考,並非稅務或法律建議;所有跨境稅務策略應於合格稅務顧問指導下執行。

外籍人士不動產預扣稅
FIRPTA Withholding
外籍賣方出售美國不動產時,買方依法須預扣售價的 15%(部分情況可降低至 10% 或 0%)並提交予 IRS。實際稅負以年度報稅最終結算;超扣部分可於申報時退還。
When a foreign seller disposes of U.S. real property, the buyer is legally required to withhold 15% of the sale price (reducible to 10% or 0% in certain cases) and remit it to the IRS. Final tax is settled at annual filing; over-withheld amounts are refundable.
資本利得稅
Capital Gains Tax
持有超過一年之長期資本利得,聯邦稅率為 0% / 15% / 20%(依所得級距)。加州州稅按一般所得課徵,最高稅率 13.3%。短期持有則按一般所得稅率課徵。
Long-term capital gains (held over one year) are taxed federally at 0% / 15% / 20% by income bracket. California taxes gains as ordinary income with a top rate of 13.3%. Short-term gains are taxed at ordinary income rates.
同類資產稅務遞延交換
1031 Exchange
美國境內同類投資性不動產之交換,可遞延資本利得稅。45 天識別期限、180 天交割期限嚴格執行;須透過合格中介人(QI)完成。EGX 提供完整 1031 統籌服務。
Like-kind exchanges of U.S. investment real property defer capital gains tax. The 45-day identification and 180-day closing windows are strictly enforced; a qualified intermediary (QI) must hold proceeds. EGX provides end-to-end 1031 coordination.
美國境內資產遺產稅
Estate Tax
非美國公民、非美國居民之美國境內資產遺產稅免稅額僅為 USD 60,000,超過部分最高稅率 40%。透過跨境實體結構規劃(如外國公司或信託)可顯著降低遺產稅負。
Non-U.S. citizens and non-residents receive only a USD 60,000 estate tax exemption on U.S.-situs assets, with rates up to 40%. Cross-border entity structuring (foreign corporations or trusts) can materially reduce estate tax exposure.
重要免責聲明 · Important Disclosures
  • EGX Investments 並非合格會計師(CPA)、稅務顧問或法律顧問。本頁內容僅為一般資訊與教育性質,不構成稅務、法律或投資建議。
    EGX Investments is not a Certified Public Accountant (CPA), tax advisor, or legal advisor. This page is provided for general informational and educational purposes only and does not constitute tax, legal, or investment advice.
  • 美國聯邦稅法、州稅法與國際稅務協定可能隨時間變動;個別稅務結果因國籍、居住地、實體結構與資產種類而異。投資人應於依賴本頁任何內容前,諮詢合格之會計師、稅務顧問及法律顧問。
    U.S. federal and state tax law and international tax treaties may change over time. Individual outcomes depend on citizenship, residency, entity structure, and asset type. Investors should consult a qualified CPA, tax advisor, and legal counsel before relying on any content here.
  • 跨境投資人應另行確認其本國司法管轄區(包括但不限於台灣、香港及新加坡)之稅務申報、外匯及證券法令義務。
    Cross-border investors are responsible for confirming reporting, currency-control, and securities obligations in their home jurisdiction (including but not limited to Taiwan, Hong Kong, and Singapore).
  • 所有 1031 交換須透過合格中介人(QI)執行;EGX 不擔任 QI 角色。EB-5 透過 USCIS 指定區域中心行銷合作執行,EGX 同時擔任底層計畫之計畫發起人,全程於合格移民與證券法律顧問指導下進行。
    All 1031 exchanges must be executed through a Qualified Intermediary (QI); EGX does not act as a QI. For EB-5, EGX partners with a USCIS-designated Regional Center as marketing partner for capital formation, and EGX itself acts as project sponsor for the underlying real estate, all coordinated under qualified immigration and securities counsel.
下一步 · Next Step
有跨境稅務或 1031 交換問題?歡迎與創辦人團隊直接對談。
Questions about cross-border tax or 1031 exchange? Speak with the Founding Team directly.
Disclosure · 聲明
EGX 不提供稅務或法律建議。我們可協助您聯繫熟悉國際投資人事務的合格稅務顧問與會計師。
EGX is not a tax or legal advisor. EGX coordinates qualified tax counsel and CPAs experienced with international clients on behalf of engaged principals.
1031 稅務遞延 · 1031 Exchange

45 天識別 · 180 天交割
The 1031 Timeline · Mechanics & Calculator

美國境內同類投資性不動產交換之核心時程:賣方關閉相關房產後,45 天內須以書面形式向合格中介人(QI)識別替代物產,180 天內完成交割。錯過任一期限即視為應稅出售。輸入關閉日期即可計算您的關鍵截止日。

45
識別期限
Identification Deadline
替代物產須於 45 天內以書面提交予合格中介人。
Replacement property must be identified in writing to the qualified intermediary.
180
交割期限
Exchange Deadline
180 天內完成替代物產交割。錯過則視為應稅出售。
Replacement property must close within 180 days, or the exchange is treated as a taxable sale.
QI
合格中介人
Qualified Intermediary
出售款項須由 QI 託管;賣方不可直接持有。
Sale proceeds must be held by a qualified intermediary; the seller cannot take constructive receipt.
EGX Investments
IRC §1031
⚠ 重要事項與不動產顧問及稅務規劃師於掛牌前討論。策略須先於交易執行。EGX 統籌全程。識別期替代物產須於 45 天內以書面方式識別。標準規則下可識別最多三筆物產。交割截止替代物產須於 180 天內或報稅截止日前完成交割。以較早日期為準。!第 0 天原有物產出售日45天 · 識別90135180天 · 交割1031 稅務遞延交換時程
截止日計算器 · Deadline Calculator

輸入關閉日期,即時計算您的 45 天識別與 180 天交割截止日。可下載 .ics 行事曆檔提醒。
Enter your relinquished close date and the calculator returns your 45-day identification and 180-day exchange deadlines. Download a .ics calendar file with reminder alarms.

本工具輸出僅供參考。所有截止日須與您的合格中介人及會計師確認。若年度報稅截止日(含展延)早於 180 天,則以較早日期為準。本計算器不構成法律或稅務建議。
跨境活動 · Cross-Border Presence

台灣 · 亞太地區
長期經營的資本關係

EGX 創辦人團隊幾乎每月赴亞洲駐點,於台灣及亞洲其他主要城市親自會晤家族辦公室及機構合作夥伴。
The EGX Founding Team is on the ground in Asia virtually every month, meeting family offices and institutional partners across Taiwan and other major Asian cities in person.

聯絡 · Get In Touch

直接對談
由創辦人團隊回應

所有諮詢由 EGX 創辦人團隊親自直接回覆,採用中英雙語。
辦公室位於美國加州聖瑪利諾市。

親自直接回覆 · Direct Principal Response
亞洲直接聯繫 · Direct Asia Messaging
台北、新竹、香港、新加坡時段歡迎透過 LINE 直接聯繫。

本網站內容僅供資訊參考,並不構成任何投資要約、招攬或證券銷售。所有投資機會皆需符合相關法律規定,並僅向合格投資人開放,相關細節透過個別簽署之文件揭露。

Content on this site is for informational purposes only and does not constitute any offer, solicitation, or sale of securities. All investment opportunities are subject to applicable law and reserved for qualified investors; specific terms disclosed through separately executed documents. Real estate brokerage services through EGX Investments (CA DRE 02007124), licensed through eXp Realty of California and eXp Commercial of California. Equal Housing Opportunity.

EGX InvestmentsNewsletter
Four issues a year, written by the EGX Investments team. Where we are putting capital, and what is moving it between the US and Asia.
Important Legal Disclosure: EGX Investments is a private real estate platform offering investment, development, brokerage, asset management, and syndication services. Direct investment opportunities are offered to qualified individual investors. Syndicated investment opportunities described on this website are private offerings made under Regulation D Rule 506(c) of the Securities Act of 1933, limited to verified accredited investors as defined in Rule 501. Limited partners in syndicated offerings receive quarterly reporting and annual K-1 distributions per the governing limited partnership agreement. Brokerage services, including 1031 exchange representation, are provided through licensed real estate professionals. Asset management services are provided to institutional and private clients on a discretionary or advisory basis as agreed. EB-5 capital is raised through partnership with a USCIS-designated Regional Center serving as marketing partner; EGX itself acts as project sponsor for the underlying U.S. real estate development. The partnered Regional Center is responsible for I-526E petition support, job-creation methodology, and USCIS compliance. EGX coordinates project-level diligence, source-of-funds documentation, capital structuring, and execution under qualified immigration and securities counsel. Specific Regional Center identification, engagement terms, and capital deployment protocol disclosed under NDA after qualification. Active engagement subject to final counsel sign-off. Nothing on this website constitutes an offer to sell or a solicitation of an offer to buy any security. Such offers are made only by means of definitive offering documents available exclusively after qualification and execution of confidentiality agreements where applicable. Past performance is not indicative of future results. All investments involve risk, including the possible loss of principal invested. Any forward-looking statements reflect EGX's current views and assumptions and are subject to risks and uncertainties that could cause actual results to differ materially. Prospective investors should consult with their own legal, tax, and financial advisors before making any investment decision.
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Investment Opportunities Are Offered To Qualified Investors Only.