1031 Exchanges for Commercial & Investment Property

Commercial and investment property owners often turn to Section 1031 Like-Kind Exchanges as a powerful strategy to defer capital gains taxes and build long-term wealth.  At IPX1031, we provide full-service Qualified Intermediary solutions from large-scale commercial and institutional transactions to smaller multifamily and individual investment properties, all structured to meet IRS compliance and tailored to your specific needs.

1031 Exchange Defined

Section 1031 of the IRS tax code offers real estate investors one of the last great investment opportunities to build wealth and save taxes. By completing a 1031 Exchange, an investor (taxpayer) can defer the capital gains taxes recognized on selling investment property by reinvesting those proceeds into another like-kind investment property. The regulations that govern 1031 Exchanges are very specific and must be followed to have a successful exchange.

Reasons to Exchange

1031 Exchanges provide more than just tax deferral—they serve as a strategic tool for growing, diversifying, or transitioning your real estate portfolio. Whether your goal is to consolidate into fewer properties, enter new geographic markets, or switch property types, a 1031 Exchange can offer flexibility and financial leverage.

• Defer Taxes: Federal, State, 3.8% Healthcare & Gain Due to Depreciation
• Diversify or Consolidate a Real Estate Portfolio
• Increase Cash Flow
• Switch Property Types (Land, Industrial, Multi-Fam, Office, Retail, Residential, Easements)
• Get Into Other Real Estate Markets (Exchange Anywhere within the U.S. & Territories)
• Build & Preserve Wealth
• Set Up Heirs for the Future (Estate Planning: Stepped Up Basis)
• Increase Purchasing Power

Important 1031 Concepts

Understanding the technical aspects of a 1031 Exchange is essential to avoid costly mistakes. To ensure IRS compliance and full tax deferral, certain rules and timelines must be followed. These concepts are foundational to a successful transaction:

• Purchase Equal or Greater in Value (Less Non-Reoccurring Closing Costs)
• Use ALL of the Equity & Replace the Value of Debt
  • Debt Can Be Replaced with New Debt, Seller-Financing and/or Cash
• Identify Replacement Property within 45 Calendar Days of the Close of Escrow & Complete All Purchases within 180 Calendar Days of the Close of Escrow
• IPX1031 Can Handle All Types of 1031 Exchanges, Including: Delayed, Reverse & Build-to-Suit
• Maintain the Same Taxpayer Throughout the Exchange
• Partnership & Related Party Issues
  • IPX1031 Has Strategies to Assist

Why IPX1031

Backed by the strength of Fidelity National Financial and supported by a team of tax and legal experts and Certified Exchange Specialists®, IPX1031 delivers the security, expertise, and service investors need to complete a seamless, fully compliant exchange. With robust financial guarantees, nationwide coverage, and extensive legal resources, we are the trusted choice for commercial and investment property exchanges of all sizes.

• Owned by Fidelity National Financial (NYSE: FNF)
• Nationwide Locations
• $100M Fidelity Bond
• $30M E&O Insurance
• $50M Written Performance Guaranty
• Segregated Accounts
• Knowledgeable Staff
• Attorneys & Certified Exchange Specialists (CES®)
• Full Service Qualified Intermediary
• Superior Customer Service