News & Articles

Featured image for “1031 Exchange on Your Personal Residence? Not So Fast, But There Might Be a Way”
June 20, 2024

1031 Exchange on Your Personal Residence? Not So Fast, But There Might Be a Way

As the baby boomer generation downsizes and many seniors look to sell their long-time family homes, the reality of capital gains taxes can be a
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Featured image for “Can I Use a 1031 Exchange for REITs? Not Directly, But There’s a Workaround”
June 13, 2024

Can I Use a 1031 Exchange for REITs? Not Directly, But There’s a Workaround

Real estate investment trusts (REITs) offer a way to diversify your investment portfolio and potentially generate passive income. If you’re looking to leverage the benefits
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Featured image for “Finding Your 1031 Exchange Dream Team: Essential Questions to Ask Potential Qualified Intermediaries”
June 8, 2024

Finding Your 1031 Exchange Dream Team: Essential Questions to Ask Potential Qualified Intermediaries

A successful 1031 exchange isn’t just about finding the right property – it’s also about partnering with the right Qualified Intermediary (QI). Your QI plays
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Featured image for “The Power of 1031 Exchanges: Owning Mortgaged Investment Property? Don’t Sweat It!”
April 29, 2024

The Power of 1031 Exchanges: Owning Mortgaged Investment Property? Don’t Sweat It!

The 1031 exchange is a powerful tool for real estate investors seeking to defer capital gains taxes when selling an investment property. It allows them
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Featured image for “Understanding the Buyer’s Perspective: Selling Your Property as Part of a 1031 Exchange”
April 22, 2024

Understanding the Buyer’s Perspective: Selling Your Property as Part of a 1031 Exchange

As a seller involved in a 1031 exchange, you might be wondering if disclosing this strategy could make your listing less attractive or complicate the
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Featured image for “Can I Use a 1031 Exchange to Buy an Airbnb Property?”
April 15, 2024

Can I Use a 1031 Exchange to Buy an Airbnb Property?

The rise of platforms like Airbnb has transformed the short-term rental market, creating lucrative opportunities for real estate investors. Many investors might wonder if they
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Featured image for “Inheriting Investment Property? How a 1031 Exchange Can Help (Especially for Younger Generations)”
April 11, 2024

Inheriting Investment Property? How a 1031 Exchange Can Help (Especially for Younger Generations)

The transfer of wealth from the Greatest Generation and Baby Boomers to younger generations is reaching historic proportions. As a result, many younger Baby Boomers,
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Featured image for “Navigating Your 1031 Exchange: How to Collaborate with Your Realtor for Success”
March 28, 2024

Navigating Your 1031 Exchange: How to Collaborate with Your Realtor for Success

Your trusted real estate agent often plays a crucial role in property transactions – sourcing listings or representing your interests as a seller. Within a
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Featured image for “Urgent Reminder for 1031 Exchangers: Act Now to Protect Your Tax Deferral Benefits”
March 21, 2024

Urgent Reminder for 1031 Exchangers: Act Now to Protect Your Tax Deferral Benefits

If you recently sold a property and initiated a 1031 exchange, an important tax deadline may be closer than you think. Failing to file a
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Featured image for “1031 Exchange 101: 8 Facts New Investors Should Know”
March 14, 2024

1031 Exchange 101: 8 Facts New Investors Should Know

Curious about 1031 exchanges and how they can defer capital gains tax on the sale of investment properties? Before diving in, understanding these “need-to-know” facts
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The blog.