1031 Exchange Solutions

Defer taxes. Preserve equity. Grow your portfolio. Navigate like-kind exchanges with proven guidance.

Guidelines & Process

Key IRS rules you must follow to preserve the tax-deferred status of your exchange.

Replacement property must be of equal or greater value.

Identify potential replacements within 45 days of the sale.

Close on the replacement property within 180 days.

Funds must be held by a third-party intermediary.

Align tax strategy with portfolio objectives and market timing.

Preserve equity and reinvest more capital.

Consolidate or spread exposure across assets.

Increase cash flow potential and long-term value.

Curated replacements fit for deferral, diversification, income, and appreciation.

Passive fractional interests in institutional-grade assets.

Long-term leased properties with tenant-paid expenses.

Acquire one or multiple properties: multifamily, retail, industrial, office, hotel, flex, etc.

Contribute property to a REIT for OP units — liquidity with tax deferral.

Disclaimer: 1031 exchanges are subject to strict IRS rules and timelines. Consult your CPA, attorney, or qualified advisor before proceeding.

Our specialists guide you through every step to ensure compliance and maximize outcomes.