News & Articles

Featured image for “The Art of the Partial 1031 Exchange: When and How to Cash Out Some Equity”
October 30, 2024

The Art of the Partial 1031 Exchange: When and How to Cash Out Some Equity

As a savvy real estate investor, you know the power of a 1031 exchange in deferring capital gains taxes. But what if you need to
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Featured image for “1031 Exchanges and Owner-Occupied Multi-Family Properties: Navigating the Complexities”
September 30, 2024

1031 Exchanges and Owner-Occupied Multi-Family Properties: Navigating the Complexities

Living in one unit of a multi-family property while renting out the others is a smart strategy many real estate investors use to get started
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Featured image for “1031 Exchange Dilemma: When Your Buyer Needs an Extension”
September 23, 2024

1031 Exchange Dilemma: When Your Buyer Needs an Extension

You’re in the middle of a 1031 exchange, everything’s going smoothly, and then suddenly – your buyer needs more time to close. What now? This
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Featured image for “Capital Gains 101: How They’re Calculated and How 1031 Exchanges Can Help”
August 28, 2024

Capital Gains 101: How They’re Calculated and How 1031 Exchanges Can Help

As a real estate investor, understanding capital gains is crucial. But let’s face it – tax talk can be about as exciting as watching paint
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Featured image for “Understanding the 1031 Exchange: Insights from a Qualified Intermediary”
August 10, 2024

Understanding the 1031 Exchange: Insights from a Qualified Intermediary

Investing in real estate can indeed be a thrilling ride, full of both exciting opportunities and daunting challenges. As a qualified intermediary specializing in 1031
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Featured image for “Do I Need to Disclose That I’m Doing a 1031 Exchange?”
July 30, 2024

Do I Need to Disclose That I’m Doing a 1031 Exchange?

If you’re considering a 1031 exchange, you might be wondering: “Do I have to tell potential buyers about my plans?” It’s a common concern among
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Featured image for “Can I Buy Any Property Type I Want in a 1031 Exchange?”
July 23, 2024

Can I Buy Any Property Type I Want in a 1031 Exchange?

If you’re considering a 1031 exchange, you might be dreaming of swapping your old apartment building for a beachfront villa or trading your farmland for
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Featured image for “Why Does My 1031 Exchange Property Need to Be of Similar or Greater Value?”
July 16, 2024

Why Does My 1031 Exchange Property Need to Be of Similar or Greater Value?

Picture this: You’ve found a diamond in the rough. It’s a property that’s worth less than the one you’re selling, but you see its potential.
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Featured image for “1031 Exchange Across State Lines? Absolutely! Here’s How We Help Clients Nationwide”
June 27, 2024

1031 Exchange Across State Lines? Absolutely! Here’s How We Help Clients Nationwide

We often meet investors over webinars and at trade shows across the country who are excited about the potential of 1031 exchanges. But after learning
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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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