1031 Exchanges for Real Estate Investors
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Delay paying capital gains tax, improving cash flow and leveraging opportunities for greater ROI.
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Reinvest funds that would have otherwise gone to taxes, allowing for larger or more profitable property acquisitions.
3
Adjust and diversify your property holdings in response to market shifts without immediate tax consequences.
4
Potentially step-up in basis upon inheritance, offering tax benefits to heirs.
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Begin by selling your current property, with proceeds going to a qualified intermediary.
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You have 45 days from the sale of your old property to identify potential replacement properties.
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Within 180 days of the sale of your old property, close on one or more of the identified properties..
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The intermediary transfers the proceeds from the initial sale to purchase the replacement property, and the exchange is complete!
1
The term "like-kind" is broader than most realize. You can exchange an apartment building for raw land or a rental home for a commercial property.
2
To fully defer all taxes, all proceeds from the sale must be reinvested in the new property.
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The 1031 exchange defers taxes, but it does not eliminate them. However, with strategic planning, you can continually defer taxes on capital gains.
Our team of 1031 exchange specialists ensure:
1
Navigate the 1031 exchange process with expert guidance every step of the way.
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Ensure you're fully leveraging the benefits while staying compliant.
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Every investor's situation is unique. We offer personalized advice to suit your goals.