News & Articles

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 “Navigating a 1031 Exchange with Multiple LLC Partners: It’s Complicated, But Doable”
July 9, 2024

Navigating a 1031 Exchange with Multiple LLC Partners: It’s Complicated, But Doable

So, you and your partners are ready to sell that investment property you’ve held in your LLC. You’re eyeing a 1031 exchange to defer those
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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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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 “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 “Guiding Clients Through 1031 Exchanges: A Primer for Real Estate Agents”
November 15, 2023

Guiding Clients Through 1031 Exchanges: A Primer for Real Estate Agents

In the dynamic world of real estate, agents often find themselves wearing many hats. Beyond finding and selling properties, they’re also expected to be knowledgeable
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Featured image for “1031 Exchange: Leveraging Opportunities from Residential to Commercial Properties”
July 17, 2023

1031 Exchange: Leveraging Opportunities from Residential to Commercial Properties

The 1031 exchange is a brilliant tool for real estate investors that provides the opportunity to defer capital gains taxes by reinvesting in like-kind properties.
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