Category: 1031 Exchange

A 1031 exchange offers a powerful way to defer capital gains taxes when selling investment property, but it comes with strict rules and timelines. If your exchange falls through, the consequences can be costly—and in some cases, unavoidable. Knowing what to expect and how to prepare can help you navigate a failed exchange with confidence.[…] Read More

Real estate investors often look for strategic ways to grow their portfolios while minimizing tax liability. Two powerful tools available are 1031 exchanges and investments in Opportunity Zones. Each offers unique tax advantages, but they serve different purposes and follow distinct rules. Understanding how these options work can help investors make informed decisions that maximize[…] Read More

Completing a 1031 exchange can be an excellent way to defer capital gains taxes while reinvesting in new property. However, the process has strict timelines that must be followed in order to preserve eligibility, such as the property identification window. One of the most important requirements is the 45-day identification window, during which you must[…] Read More

When you own an investment property, understanding your cost basis is essential. Basis is the starting point for determining your taxable gain, how much depreciation you can take, and what your tax obligations will be when you sell. It also plays a critical role in tax-deferral strategies like a 1031 exchange, where knowing your adjusted[…] Read More

Building wealth through real estate often requires more than simply holding a single type of property. Investors in Ohio are increasingly exploring ways to broaden their holdings while deferring capital gains taxes. One of the most powerful tools for achieving this goal is a 1031 exchange. By using a 1031 exchange, investors can sell one[…] Read More

For many real estate investors in New York, a 1031 exchange provides an excellent opportunity to defer capital gains taxes when selling one investment property and acquiring another. While the benefits of a 1031 exchange are well known, the process is not without its challenges. Is a 1031 Exchange More Complicated? A 1031 exchange is[…] Read More

Deciding whether to sell an investment property or use a 1031 exchange is a significant choice for California investors. Each option carries its own financial benefits, tax implications, and long-term impact. Understanding these differences will help you make an informed decision that supports your financial goals. What Is a 1031 Exchange, and How Does It[…] Read More

Homeowners in Texas often look for ways to unlock the value of their property while minimizing capital gains tax exposure. Section 1031 of the Internal Revenue Code provides a powerful tax-deferral strategy for certain real estate transactions—but it has specific rules and limitations. Understanding these nuances is essential for Texas property owners who want to[…] Read More

When you own an investment property, understanding your cost basis is essential. Basis is the starting point for determining your taxable gain, how much depreciation you can take, and what your tax obligations will be when you sell. It also plays a critical role in tax-deferral strategies like a 1031 exchange, where knowing your adjusted[…] Read More

Navigating real estate investment opportunities in Brooklyn and Manhattan requires a strategic approach, especially when it comes to minimizing capital gains taxes. One of the most effective tools at your disposal is the 1031 exchange. If you own a mixed-use property—a building that combines both residential and commercial elements—you may qualify to defer capital gains[…] Read More