Tax-Deferred Investing
1031 Exchanges
Defer capital gains and grow your portfolio strategically
What is a 1031 Exchange?
A 1031 exchange, named after Section 1031 of the IRS Code, allows real estate investors to defer capital gains taxes when selling an investment property by reinvesting the proceeds into a "like-kind" property. This powerful tax strategy enables you to preserve your equity and grow your portfolio without the immediate tax burden.
Benefits of 1031 Exchanges
Tax Deferral
Defer federal and state capital gains taxes, keeping more of your equity working for you in your next investment.
Portfolio Growth
Leverage your full equity to acquire larger or multiple properties, accelerating your portfolio growth.
Property Upgrade
Exchange into better-performing properties with higher income potential or in more desirable locations.
Wealth Building
Compound your returns over time by continuously reinvesting without tax erosion at each transaction.
Key Deadlines
Identification Period
You have 45 days from the sale of your relinquished property to identify potential replacement properties in writing.
Exchange Period
The replacement property must be acquired within 180 days of selling your original property.
How I Can Help
Navigating a 1031 exchange requires careful planning and execution. As your broker, I provide comprehensive support throughout the entire exchange process:
- Strategic property valuation and pricing
- Market analysis for replacement properties
- Identification of qualified like-kind properties
- Coordination with qualified intermediaries
- Timeline management to meet IRS deadlines
- Negotiation and transaction support
Important Note
While I can guide you through the real estate aspects of a 1031 exchange, it's essential to work with qualified tax and legal professionals to ensure compliance with all IRS requirements.
Ready to Explore Your 1031 Options?
Contact me for a consultation to discuss how a 1031 exchange can help you achieve your investment goals.
Schedule Consultation