Services
Expert Guidance for Every Type of 1031 Exchange
What We Do
A 1031 Exchange is a tax deferral strategy available to property owners of qualifying real estate. Real estate owners reinvest the value of their sale property into a qualifying replacement property. Per section 1031 of the tax code, both properties must be real property and held long term for business or investment use. The process is conducted by a third party contact known as a Qualified Intermediary (QI). As we provide access to qualified intermediary services, we are the independent third party that facilitates the exchange.
Unsure if you qualify? Let us help!
An important tip for 1031 Exchanges is to keep it simple. The IRS looks for the intent of the exchanger.
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Consult with our Team
Pre-Exchange
Mid-Transaction
Complex Scenarios
With strict 45 day and 180 day deadlines, timing matters. Talk with our specialists and subject matter expert today to ensure your exchange stays compliant and aligned with your goals.
Have questions? It is never too early to loop in your 1031 exchange service provider. We can help you plan today!
Did you know?
Multiple sales and purchases are allowed in the same 1031 Exchange so long as there is taxpayer continuity.
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Forward Structured Exchanges
Traditional Exchange
45 / 180 Day Timelines
Like-Kind Property
A forward structured 1031 exchange is utilized when a taxpayer holds intent to sell then acquire new property. The exchange is opened prior to the day of closing with documentation issued to the taxpayer for signature.
At closing, sale proceeds are sent directly to the QI and held on behalf of the exchanger. For the acquisition of replacement property, exchange funds are used toward the purchase prior to the exchange deadline.
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Parking “Reverse” Exchanges
Replacement First
Parking Entity Team
Post Sale Transfer
Transactions requiring your replacement property to be acquired first and your relinquished property sold second is possible through a Parking 1031 Exchange.
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Construction Exchanges
Build-to-Suit
Improvement Funds
Value Creation
Able to be completed in a forward or reverse structure, a Build-to-Suit Exchange (BTS) is when a taxpayer, or Exchanger, purchases property to build a structure as the Replacement Property with residual funds from the exchange. An Improvement Exchange is required when the Exchanger purchases Replacement Property with the intent of improving the property or structure.
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Specialty Transactions
Non-Traditional Assets
Ownership Rights
Advanced Structures
Land Rights
Conservation Easements, Permits & Leases
Subsurface Rights
Oil & Gas and Water & Mineral Rights
Infrastructure Assets
Cell Towers, Solar & Wind Farms and Fiber Optic Cables
Residential Conversions
Condominium Deconversions Large-
scale SFR Exchange Programs
UPREIT Transactions
1031/721 UPREIT Acquisitions
In addition to traditional forward, parking, and construction exchanges being completed under safe-harbor conditions, there are “non-safe harbor” exchanges.
These exchanges carry higher risks as they challenge Section 1031’s rules and regulations pertaining to the 180-day deadline.
A consult call for these transactions is highly recommended.
Let’s Talk Replacement Property Options
Researching your replacement property options? If you are unsure what qualifies or what all of your options are, connect with us or check out our linked blog for more information!