A 1031 Exchange, named after Section 1031 of the U.S. Internal Revenue Code, offers a strategic way for investors to defer paying capitals gains taxes on the sale of investment property, when the profits from the sale are reinvested in a like-kind property. While the process can be complex, with timelines and conditions that must be strictly adhered to, an experienced exchange services provider can help investors navigate the process.

As an approved Qualified Intermediary with years of experience, we prepare the necessary documentation, hold the proceeds from the sale of relinquished property, and facilitate the purchase of replacement property to keep the taxpayer compliant with IRS regulations. By understanding the process and working with us, investors can navigate the complexities of the exchange with confidence and success.