1031 Exchanges



How to Buy Your “Dream Home” with a 1031 Exchange

Ninety percent of people we recently surveyed thought owning a home is part of the American Dream. Interestingly enough, more than half believe they will never own their Dream Home – with the younger generations being most pessimistic. Great news is that with advance...

Is a Partial Exchange a Valid 1031 Exchange?

Partial Exchange? Strategies to achieve 100% tax deferral. A 1031 Exchange allows a taxpayer to defer 100% of their capital gain tax liability. To do this, the exchanger must buy new Replacement Property equal to or greater than in value to the property sold and...

1031 Exchange and Defer? Or Sell and Pay Taxes?

Coming out of a global pandemic and rising interest rates have not hindered the positive outlook of the CRE industry. Last year saw a record number of 1031 Exchanges, and halfway through 2022, transactions remain robust. If you are considering the sale of investment...

Replacing Debt in a 1031 Exchange

Replacing VALUE of Debt to Fully Defer Taxes Many taxpayers (and tax advisors) are under the misconception that the IRS mandates that they must have equal or greater debt on their 1031 Exchange Replacement Property (property taxpayer is purchasing). This is not the...

How Important is Your Qualified Intermediary?

Why Your 1031 Intermediary Choice Matters If you are considering a 1031 tax deferred exchange to defer taxes when you sell your investment property, a “1031 Qualified Intermediary” (QI) is generally required.  Prior to the transfer of the old investment property, the...

Are Your 1031 Exchange Funds at Risk?

1031 Due Diligence – Questions to ask a QI Section 1031 of the Tax Code requires that a 1031 Exchange intermediary hold the net sale proceeds from your sale until you purchase your new property. What you might not know is that during the last recession, real...

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