Defer capital gains taxes and build wealth faster through strategic property exchanges. Our expert team guides you through every step of the process.
A 1031 exchange allows real estate investors to defer capital gains taxes by exchanging one investment property for another of equal or greater value.
Defer capital gains taxes indefinitely by continuously exchanging properties, allowing you to reinvest the full proceeds into new opportunities.
Exchange properties across different markets, property types, and geographical locations to reduce risk and maximize returns.
Compound your wealth faster by reinvesting tax savings into larger, more profitable properties that generate higher returns.
Pass properties to heirs with a stepped-up basis, potentially eliminating capital gains taxes entirely for the next generation.
Our 1031 exchange specialists have helped investors defer millions in capital gains taxes. Let us help you build wealth faster.
Understanding the timeline and requirements is crucial for a successful exchange. Here's how the process works:
Begin marketing your relinquished property while simultaneously identifying potential replacement properties. Work with our qualified intermediary to establish the exchange.
Complete the sale of your original property. The proceeds are held by the qualified intermediary, not you, to maintain the exchange structure.
You have 45 days to formally identify up to 3 potential replacement properties in writing. This is a strict IRS deadline that cannot be extended.
Close on your replacement property within 180 days of selling your original property. The qualified intermediary transfers the funds to complete the purchase.
45 days to identify, 180 days to close - these deadlines are strict and non-negotiable.
Replacement property must be equal or greater in value to defer all capital gains taxes.
Required third party to hold funds and facilitate the exchange properly.
Get answers to the most common questions about 1031 exchanges
Any real estate held for investment or business use can qualify, including rental properties, commercial buildings, vacant land, warehouses, and even some types of personal property used in business. However, your primary residence and properties held primarily for resale (like fix-and-flip properties) do not qualify.
Yes, but only the rental portion qualifies for the exchange. If you live in one unit and rent out the other, you can only defer taxes on the investment portion. The IRS typically requires at least 2 years of rental use before the sale to qualify for the exchange treatment.
If you miss the deadlines, the exchange fails and you'll owe capital gains taxes on the sale. The 45-day identification period and 180-day exchange period are strict IRS deadlines with no extensions. However, you can still receive the proceeds from your original sale - you just lose the tax deferral benefits.
Yes! You can exchange one property for up to three replacement properties, or use the 200% rule (unlimited properties as long as their total value doesn't exceed 200% of the relinquished property value), or the 95% rule (any number of properties as long as you acquire 95% of their total value).
To defer all capital gains taxes, you must reinvest all the proceeds and purchase property of equal or greater value. If you receive any cash back (called "boot"), you'll pay capital gains taxes on that amount. You also need to maintain or increase your debt level to defer all taxes.
Qualified intermediary fees typically range from $1,500 to $3,000 depending on the complexity. Additional costs may include legal fees, title insurance, and property search services. While there are upfront costs, the tax savings usually far outweigh these expenses, especially on higher value properties.
Don't let capital gains taxes eat into your investment returns. Our expert team has successfully facilitated hundreds of 1031 exchanges, helping investors defer millions in taxes and build lasting wealth.
Over 500+ successful exchanges completed with zero failed transactions due to our expert guidance.
We understand the strict deadlines and provide 24/7 support throughout your exchange process.
From property identification to closing, we handle every aspect of your exchange with precision.
Schedule a no-obligation consultation with our 1031 exchange specialists