Section 1031 Like-Kind Exchanges
Sell your property. Defer the taxes. Reinvest 100% of your sales proceeds. We can save you money both on the transaction itself and this service is free and may pay you over and above the standard income tax savings associated with the transfer.
Overview
Section 1031 of the Internal Revenue Code allows real estate investors to defer capital gains taxes when selling an investment property — provided the proceeds are reinvested into a like-kind replacement property. Executed correctly, a 1031 exchange lets you trade up your portfolio without writing a check to the IRS.
How It Works
A 1031 exchange is a tax-deferral strategy that allows you to sell an investment property and reinvest the proceeds into one or more replacement properties of equal or greater value, deferring all capital gains and depreciation recapture taxes. With proper planning, these taxes can be deferred indefinitely — or eliminated entirely at death through a step-up in basis.
What to Expect
Measurable Results
Is This Right for You?
Who Benefits Most
Real estate investors selling appreciated investment properties — including rental properties, commercial real estate, land, and vacation rentals held for investment. Not available for primary residences or property held primarily for sale.
Our Process
Pre-Sale Planning
We analyze your current property, estimated gain, and replacement property options before you list — timing is critical.
Qualified Intermediary Coordination
We coordinate with a qualified intermediary to hold exchange proceeds and ensure IRS compliance throughout the transaction.
Replacement Property Strategy
We help you identify and evaluate replacement properties that meet your investment goals and exchange requirements.
Exchange Completion & Reporting
We ensure all IRS reporting requirements are met and the exchange is properly documented on your tax return.
Ready to See What You Could Save?
Most clients identify significant savings opportunities in their first conversation.