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1031 Exchange Services

Professional 1031 exchange services are essential for navigating the complexities of property exchanges without paying capital gains taxes. If you’re uncertain about how to start and successfully complete an exchange, you’ve come to the right place. At 1031 Pros, we offer comprehensive services for every type of 1031 exchanges, all under one roof.
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Overview of 1031 Exchange Services

At 1031 Pros, we handle exchanges in all 50 states of the union, ranging from standard to complex exchanges. We serve as a Qualified Intermediary for each exchange, facilitating exchange-related funds and all documentation to ensure compliance with IRS regulations, helping you to preserve equity and be able to invest proceeds from the sale of one property into another, without paying capital gains taxes.

Role of Qualified Intermediaries

We have deep expertise in 1031 exchanges of all types. We specialize in setting up special purpose entities that protect the funds in your exchange, coordinating between parties, ensuring compliance with all IRS rules and even handling vendor payments in new construction exchanges. We also help you meet the 45 day deadline for identifying your replacement property and the 180 day timeline for the entire exchange. 

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Selecting the Right 1031 Exchange Service

You want your 1031 exchange service provider to be licensed and accredited, have positive reviews and testimonials, and bring a strong reputation for stability and customer service to your exchange. At 1031 Pros, we are ready to help you successfully complete your exchange. Contact us at 916-252-6900 with any questions or to get started. 

Types of 1031 Exchanges Supported

We offer services for all types of exchanges, and offer a free consultation to determine which type of exchange is right for you.

Simultaneous and Delayed Like-Kind Exchange Services

You can defer capital gains tax payments when you sell an investment property and acquire one of “like-kind,” so long as the new property is also used for business or investment purposes, the exchange is completed within 180 days, and it meets IRS requirements. We guide you through the often-complex process of transactions, including simultaneous exchanges – where you trade a relinquished property for a replacement property at the same time, and delayed exchanges – where you sell your relinquished property first, then hold the funds while you find the right replacement property. These exchanges can include every kind of property from raw land to vacation homes, and even foreign properties.

We also handle exchanges where you acquire the replacement property first, in advance of selling the relinquished property. 

A partial exchange is where you purchase property lower in value than your original property, or take part of the cash from the sale’s closing and invest only part of it toward a 1031 exchange. These transactions qualify for a partial deferral of capital gains taxes.

Also called Build-to-Suit or improvement exchanges, these let you use the proceeds from the sale of a relinquished property for new construction, improvements, and renovations on a like-kind property. If the value of the replacement property is less than the one you sell, improvements can increase the value enough to meet the requirements for full deferral of capital gains taxes. 

Security Measures for Protecting Investments

At 1031 Pros, we set up segregated, unique, FDIC-insured individual accounts for each exchange. 

Legal and Regulatory Compliance

We implement strict internal controls to ensure full compliance with state and federal regulations, including recent updates to laws affecting 1031 exchanges. At the close of your exchange, we also provide you with all necessary tax documents so you can benefit from a fully deferred tax exchange.  

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Comprehensive Exchange Services Offerings

As expert 1031 advisors, we offer full and complete service for your exchange, no matter what type you undertake. This includes ongoing compliance checks, tax advice, access to a network of property management and real estate experts, and much more. We even work with you to create a long-term real estate investment strategy, to be sure that you are maximizing your investments and building a strong portfolio. Got questions? We’re ready to talk. Contact us at 916-252-6900. 

Real Customers, Real Stories

“Thank you for making this a seamless transaction. I really have enjoyed your calm and peaceful presence whenever I’ve spoken with you. I will recommend you to anyone that is looking to 1031 their property.”


– Lynn

Call Us for a Free Consultation

Whether you're ready to sell today or in the future, we are happy to answer any questions you may have about your real estate portfolio.

 

Reach out to learn how we can help save you money and grow your portfolio.

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  • What type of property qualifies for a 1031 exchange?
    Any property held for productive use in a trade or business or for investment can be exchange for like-kind property. "Like-kind" refers to the nature of the investment. Any type of real property can be exchanged for another type of real property. For example: A single family rental can be exchanged for a duplex. Raw land can be exchanged for a shopping center or an office space for apartments. Any combination will work. This gives the investor flexibility to change investment strategies to fulfill their portfolio needs.
  • What Does Not Qualify?
    A personal residence, developed lots, home flipping, partnership interests or property held for resale immediately after acquisition. Second homes may or may not qualify depending upon the use and how it's reported for income tax purposes.
  • What kind of exchanges does 1031 pros handle?
    We handle all types of exchanges: Delayed Exchanges, Reverse Exchanges and Build to Suit Exchanges. From the simple to the complex, we can handle any type of exchange.
  • Does 1031 Pros handle exchanges in any state?
    Yes. We can handle exchanges for any property in any of the 50 states.
  • How much notice do I need to do a 1031 Exchange?
    You can do a 1031 exchange any time before closing on the sale of your investment property. Like we said before, we're fast.
  • How long do I need to own my investment property before I can exchange it for another?
    There is no set timeline, but to avoid any issues you should at least own it for a minimum of 12 months.
  • What happens if I don't close on my replacement property within 180 days?
    Then you just pay the capital gain taxes like your would have if you were to sell the property in the first place.
  • Can I sell one property and exchange into multiple properties?
    Yes, in most cases you can exchange into three other properties.
  • Why should I use a qualified 1031 intermediary to do my exchange?
    We will prepare all the correct paperwork you will need to file your taxes with. We will also ensure you meet your timelines and any other specifics of the 1031 tax code.
  • What if my Title company is a qualified 1031 intermediary?
    1031 Pros specializes in exchanges and has the expertise, experience and history to ensure an audit free exchange.
  • What is a reverse exchange?
    A reverse exchange is when you close on the purchase of the replacement property before you close on the sale of the relinquished property. Many real estate investors will utilize a reverse exchange to acquire a replacement property in a market where there may be competing offers or there is a need to close fast. Because of our vast experience handling these types of exchanges, we offer very competitive rates and are willing to match any competitor pricing.
  • What is an improvement exchange?
    Also referred to as a construction exchange or build-to-suit exchange, improvement exchanges offer real estate investors nice benefits, which often result in better investment opportunities than properties readily available on the market. The ability to remodel, add capital improvements, or build from the ground up, while using tax-deferred dollars, allows an investor to reinvest in a replacement property that meets their exact investment criteria.
  • What is the Federation of Exchange Accommodators?
    The Federation of Exchange Accommodators (FEA) is the only national trade association organized to represent professionals who conduct like-kind exchanges under Internal Revenue Code §1031. Members include Qualified Intermediaries (QIs), their primary tax and legal counsel, and affiliated industries (TIC sponsors, banks, real estate brokers, title companies, settlement/escrow agents, etc.). 1031 Pros is a proud member of the FEA.
  • Can I 1031 exchange into a Tenancy in Common or Triple Net Lease Property?
    Yes, you can exchange into a Tenant In Common (TIC) or Triple Net Lease real estate investments. The biggest rule of thumb is that your name is on the title as an owner with a percentage of ownership. These types of real estate investments offer a great passive income for those who are done with being a landlord and are ready to sit back and collect a monthly check. We do not offer these types of investments at 1031 Pros, but we have some great partners who do. Call us today to learn more.
  • Does my personal residence qualify for a 1031 exchange?
    No, it does not. Personal residences qualify for different tax benefits under IRS Code Section 121. Section 121 allows a taxpayer to exclude up to $250,000 ($500,000 for certain taxpayers who file a joint return) of the gain from the sale (or exchange) of property owned and used as a principal residence for at least two of the five years before the sale. 1031 Pros does not offer any services or tax advice for personal residences. Please contact our trusted Accounting partners under the "More Tab" for more information on Section 121. Tell them 1031 Pros sent you!
  • Are my funds insured?
    Each of our exchanges uses a unique, individual, FDIC insured account. 1031 Pros also has additional bonding and insurance, so your funds are always safe and secure.

Have More Questions? Send Us a Message.

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