Planning Ahead for a 1031 Exchange

Utilize our 1031 Exchange Planning checklist to guarantee that your paperwork and assets adhere to IRS regulations and are optimized for efficient exchanges when you apply for a 1031 Exchange.

Let’s plan ahead

A 1031 exchange is an IRS procedure that enables you to potentially save 30-40% on taxes incurred from the sale of your property's profits. It is crucial to engage the services of a 1031 Accommodator (which is our specialty) to ensure that you adhere to the necessary protocols accurately.

What can I buy?

We love an empowered and educated seller/investor. We’ve gathered a set of tools and resources to help do just that.

Rented, managed and appreciating single-home rental properties nationwide

Delaware Statutory Trust

Management-free AAA sponsored properties nationwide, diverse range of investments

Triple Net Lease

Secure income, Fortune 500 corporate tenant, managed by tenant

Cash Out

Tax-free and money in your pocket, can invest equity up to 87%

Land

High appreciation rates, diversification investment

Find Your Own Property

Searching for a future vacation property or a home for retirement? Find your new place

Second Homes / Vacation Homes

Generate rental income from a vacation or second property and use personally each year

Improvement Exchange

Make improvements to your replacement property, satisfy your 1031 exchange

Make a 1031 work for you

Depending on your objectives, there are multiple approaches to effectively utilize a 1031 Exchange that align with your goals. The benefits of 1031 tax exchanges extend beyond mere wealth accumulation.

While there is certainly potential to increase your earnings, it can also serve as an investment strategy that offers a secure and consistent income stream without the need for property management.

Additionally, it could involve owning a property in a picturesque location that you can personally enjoy on occasion.

All of these considerations should play a role in your investment decision-making process. Arrange a consultation to explore your ideas further and delve into the various options available to you.