1031 Exchange Advisory
Defer capital gains taxes and upgrade your investment portfolio. Expert guidance through every phase of the exchange process.
Defer Taxes, Build Wealth
A 1031 exchange, named after 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 within specific timeframes.
This powerful tax strategy allows investors to preserve more of their equity, compound returns over time, and strategically reposition their portfolios without the drag of a large tax bill. Used properly, 1031 exchanges can be one of the most effective wealth-building tools available to commercial real estate investors.
Critical Deadlines You Need to Know
1031 exchanges have strict IRS deadlines. Missing them can disqualify the exchange entirely.
From the close of your relinquished property sale, you have 45 calendar days to formally identify up to three potential replacement properties.
The replacement property acquisition must close within 180 calendar days of selling the relinquished property.
To fully defer taxes, all net proceeds from the sale must be reinvested into the replacement property. Any "boot" received is taxable.
Full-Service 1031 Exchange Support
We guide investors through every phase of the exchange process.
Pre-Sale Strategy
Before listing your property, we help you plan the exchange timeline, coordinate with your tax advisor, and identify the right qualified intermediary.
Property Identification
We leverage our market knowledge and broker network to identify qualifying replacement properties that meet your investment criteria within the 45-day window.
Acquisition & Closing
We negotiate favorable terms on your replacement property and coordinate the closing timeline to ensure all IRS requirements are met.
Ongoing Advisory
Post-exchange, we continue to advise on property management, value-add strategies, and future exchange opportunities to maximize your portfolio growth.
Types of 1031 Exchanges
There are several variations of 1031 exchanges, each suited to different investment strategies and situations:
- Delayed Exchange — The most common type. Sell first, then acquire replacement property within 180 days.
- Reverse Exchange — Acquire the replacement property before selling the relinquished property.
- Improvement Exchange — Use exchange funds to make improvements on the replacement property before taking title.
- Simultaneous Exchange — Both properties close on the same day. Rare but effective when coordinated properly.
Planning a 1031 Exchange?
Let’s discuss your situation and build a tax-efficient exit strategy for your investment property.
