Unlock powerful tax advantages with a 1031 exchange.
If you’re an investor looking to build long-term wealth, a 1031 exchange can help you sell one investment property and reinvest the proceeds into another—without paying capital gains taxes at the time of sale.

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What Is a 1031 Exchange?

A 1031 exchange—named after Section 1031 of the U.S. Internal Revenue Code—allows you to defer capital gains taxes when you sell an investment or business-use property and reinvest in another like-kind property. It’s a smart way to preserve your equity and grow your portfolio faster.

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Why Use a 1031 Exchange?

• Defer Capital Gains Taxes
  Keep more of your profits working for you.

• Upgrade or Diversify Your Portfolio
  Exchange into larger, better-performing, or different types of properties.

• Leverage Appreciation
  Move equity from highly appreciated assets into new opportunities.

• Create Passive Income
  Reinvest in cash-flowing properties that better fit your long-term strategy.

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Key 1031 Exchange Rules & Timelines

• Like-Kind Property: Both old and new properties must be for investment or business use.

• 45 Days: Identify potential replacement properties within 45 days of the sale.

• 180 Days: Close on the new property within 180 days of selling the original.

• Qualified Intermediary (QI): You must use a QI to hold the funds—handling them yourself disqualifies the exchange.

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Examples of 1031 Exchange Scenarios

• Sell a single-family rental and buy a multi-unit building

• Exchange a commercial office into retail or industrial property

• Trade land for a vacation rental (used solely for income)

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Ready to Maximize Your Return?

Whether you’re a seasoned investor or exploring your first exchange, I’m here to guide you through the entire 1031 process—from strategy to execution. With the right planning, this powerful tax tool can help you grow faster, smarter, and with more financial flexibility.