1031 Exchange in Janesville Beloit MSA

The Janesville-Beloit MSA offers solid 1031 exchange opportunities with moderate cap rates, stable rental demand driven by manufacturing and healthcare sectors, and competitive property taxes in Wisconsin's industrial heartland.

Population

165,461

Key Industries

Manufacturing, Healthcare (Mercy Health), Education

Information is for educational purposes only. Consult qualified professionals for specific advice.

Local Tax Considerations

Property taxes, transfer taxes, and local incentives

Property Tax Rates

Average Rate

1.17% - 1.25%

Assessment Method

Assessed Value (Wisconsin Property Tax Code)

MSA rate (1.17%) vs State average (1.38%)

-15% below state average

Transfer Taxes & Fees

Transfer Tax Rate

0.3% state transfer fee

Wisconsin real estate transfer fee of 0.3% plus local recording fees and title insurance costs

Local Tax Incentives

Wisconsin Economic Development Corporation Incentives

Various state incentives for business development and job creation

Eligibility: Qualifying commercial and industrial developments

Rock County Economic Development

Local incentives for business expansion and retention

Eligibility: Companies creating jobs and investing in the county

Opportunity Zones

Number of Zones

1

Key Locations

  • Downtown Beloit

Opportunity Zones offer significant tax benefits for long-term investments, including deferral and potential elimination of capital gains taxes.

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Market Profile Dashboard

Economic indicators and market trends

Population

165,461

Growth: +0.8% annually

Median Income

$73,643

Unemployment

3.5%

Job Growth

+1.2% annually

Economic Drivers

Manufacturing
Healthcare (Mercy Health)
Education
Government
Food Processing

Market Trends

Median Home Price

$275,000 - $329,000

+3.1% to +6.7% YoY

Average Rent

$1,037/mo

+3.8% YoY

Cap Rates

7.5% - 9.0%

Unchanged

Demographics

Median Age

40 years

Bachelor's Degree+

32.5%

Owner Occupied

68.2%

Property Type Analysis

Investment opportunities by asset class

Multifamily

Strong demand driven by manufacturing workers, healthcare employees, and students with stable employment base.

Market Metrics

  • Cap Rates: 8.5%
  • Vacancy Trends: Low vacancy at 7.2% due to manufacturing and healthcare employment
  • Demand Forecast: Stable demand from manufacturing recovery and healthcare growth

Risk Factors

  • Manufacturing sector cyclical nature
  • Competition from single-family rentals

Opportunities

  • Manufacturing employment base (16,375 workers)
  • Mercy Health System employment stability

Single-Family Rental

Popular with manufacturing workers, healthcare professionals, and families seeking quality housing.

Market Metrics

  • Cap Rates: 9.0%
  • Vacancy Trends: Very low vacancy at 5.8% with good tenant retention
  • Demand Forecast: Strong fundamentals with manufacturing and healthcare employment base

Risk Factors

  • Higher property taxes affecting returns
  • Manufacturing sector economic cycles

Opportunities

  • Stable healthcare employment (Mercy Health)
  • Manufacturing worker housing demand

Neighborhood Spotlights

Up-and-coming areas and investment hotspots

Downtown Janesville

Historic downtown core with revitalization efforts and proximity to major employers

Investment Thesis

Downtown revitalization, proximity to Mercy Health System, and potential for appreciation as redevelopment continues.

Median Price

$285,000

Price Growth

+5.8% YoY

Rental Yield

8.2%

Days on Market

25 days

Key Highlights

Downtown revitalization projects
Mercy Health System proximity
Historic character and walkability
Government and professional employment

Development Pipeline

Downtown revitalization and mixed-use development projects

Downtown Beloit

Opportunity zone area with strong appreciation and development activity

Investment Thesis

Opportunity zone benefits, exceptional appreciation (67.3% over 5 years), and ongoing development creating value.

Median Price

$209,000

Price Growth

+67.3% over 5 years

Rental Yield

9.8%

Days on Market

23 days

Key Highlights

Designated Opportunity Zone
Exceptional 5-year appreciation
Strong seller's market
Development and investment activity

Development Pipeline

Opportunity zone development and urban renewal projects

West Janesville

Residential area with family amenities and good schools

Investment Thesis

Family rental market, good schools, and appeal to healthcare and manufacturing workers.

Median Price

$315,000

Price Growth

+4.2% YoY

Rental Yield

7.8%

Days on Market

28 days

Key Highlights

Family-oriented community
Good school districts
Healthcare worker appeal
Established neighborhoods

Development Pipeline

Residential development and school improvements

South Beloit

Border area with Illinois offering unique market dynamics

Investment Thesis

Cross-border appeal, manufacturing worker housing, and potential for growth as area develops.

Median Price

$195,000

Price Growth

+8.5% YoY

Rental Yield

9.2%

Days on Market

30 days

Key Highlights

Wisconsin-Illinois border location
Manufacturing worker housing
Affordable entry points
Cross-border employment appeal

Development Pipeline

Border area development and infrastructure improvements

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Compare Markets

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Metric Janesville Beloit (Current) Madison Rockford Dubuque
Population 4.0M 4.0M 4.0M 4.0M
Median Property Price $750K $750K $750K $750K
Average Cap Rate 5.2% 5.2% 5.2% 5.2%
Job Growth Rate 2.1% 2.1% 2.1% 2.1%
Rental Yield 4.8% 4.8% 4.8% 4.8%
Days on Market 25 25 25 25

Frequently Asked Questions

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Important Disclaimer

The information provided on this website is for general informational purposes only and should not be considered as professional tax, legal, or financial advice. While we strive to keep the information accurate and up-to-date, we make no representations or warranties of any kind, express or implied, about the completeness, accuracy, reliability, suitability, or availability of the information contained on this website.

1031 exchanges are complex transactions with significant tax implications. Any action you take based on the information on this website is strictly at your own risk. We strongly recommend consulting with qualified tax advisors, legal professionals, and financial experts before making any investment or exchange decisions.

Market data, statistics, and trends presented on this website are for informational purposes only and may not reflect current market conditions. Past performance is not indicative of future results, and all investments carry risk.

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