How to Do A Successful 1031 Exchange

In short, Section 1031 of the Internal Revenue Code allows property owners to defer their capital gains tax by exchanging their property for “like-kind real estate” (also known as replacement property) with the proceeds from their sale. This strategy is a powerful tax deferment method that many successful investors in the United States utilize – but it is still quite tricky to navigate due to the many rules that must be followed.

January 24th, 2021|1031 Exchange, Articles|

Using a 1031 Exchange to Turn a Rental Property Into Your Primary Residence

A 1031 exchange only applies to investment properties -- or does it? If you sell an investment property, you can get hit with a large tax bill, especially if you sell it for a large profit. However, a 1031 exchange allows you to use the proceeds from that investment property to buy another and defer any tax liability in the process.

January 25th, 2020|1031 Exchange, Articles, DST, News|

Delaware Statutory Trusts (DSTs) Can Be A Good Solution To Common 1031 Exchange Challenges

There are limited listings in today’s real estate market making it difficult to find suitable 1031 exchange replacement properties. DSTs are prearranged replacement properties that can close in as little as three business days.

Drop in Permits Signals Promise of Future Multifamily Market Balance

There are only a few ways to receive special tax treatment on the sale of real estate. One is IRC Section 121 (“primary residence” exemption), for those who qualify and another is IRC Section 1031 tax deferral on the exchange of investment property that qualifies under Section 1031 and the Treasury Regulation guidelines.

October 30th, 2018|1031 Exchange, Articles, DST|