1031 Exchange Solutions
Defer capital gains taxes and keep your equity working.
What is a 1031 Exchange?
A 1031 Exchange is a tax-deferral strategy that allows you to sell investment real estate and reinvest into like-kind real estate while deferring capital gains taxes—when executed within strict IRS rules and timelines.
Critical Rules & Timelines
45-Day Identification Window
Identify replacement properties within 45 days of sale
180-Day Closing Period
Complete purchase within 180 days of sale
Qualified Intermediary
Must use a QI to hold funds during exchange
Reinvest to Defer Full Tax
Reinvest all proceeds to defer 100% of tax
Benefits of a 1031 Exchange
Defer Capital Gains Taxes
Keep more capital working for you
Reposition Your Portfolio
Move into better markets or property types
Transition to Passive
Move from active to passive ownership
Estate Planning
Potential estate planning advantages
How We Help
Strategy & Planning
Evaluate your goals and structure the optimal exchange approach
Qualified Intermediary Coordination
Work with trusted QIs to ensure compliant fund handling
Replacement Property Options
Present suitable replacement options including passive solutions like DSTs
Deadline Management
Track critical 45 and 180-day deadlines to keep you compliant
Due Diligence Support
Help evaluate replacement property options thoroughly
Execution & Closing Coordination
Guide you through paperwork and closing to successful completion
Considering a Passive Replacement?
Delaware Statutory Trusts (DSTs) are ideal for investors seeking passive income and institutional-quality property exposure.
Explore DST Options →Request a Consultation
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