1031 Exchange Rules
- Proceeds must be held by a Qualified Intermediary (QI)
- The replacement property must be of equal or greater value
- All net equity must be reinvested (any cash taken out, called “boot,” is taxable)
- The same entity that sold the relinquished property must hold the new title
Our Market Specialization Helps You Succeed
Our team works collaboratively to manage complex timelines, overlapping deliverables, and ensure all requirements are met for a smooth transaction. Leveraging an array of resources and tools, our clients gain a competitive advantage through our platform.
Managing a 1031 exchange can sound daunting, but our full-service team handles everything for you so that it’s nothing but seamless. You’ll receive a crystal clear explanation of exactly what you can expect from the process, and we’ll take full responsibility for the execution.
We source offerings before they even reach the market, and anticipate your needs and next steps before you think of them.
An exchange may be the key to unlocking built-up equity and providing the opportunity to expand a portfolio and create greater wealth.
How We Optimize Your Exchange
We understand the strict time constraints owners have to work within when it comes to exchanges. That’s why we created a comprehensive approach to navigating the process that optimizes timelines within a proven framework. Here’s what you can expect:
01. Pre-sale exchange planning
We define redeployment objectives, and coordinate with QI before closing. This ensures the timeline begins with a plan already in place.
02. Timeline management
Active management of the 45-day identification period and 180-day closing window allows replacement properties to surface early, rather than under deadline pressure.
03. Replacement property sourcing
Through the Marcus & Millichap platform we access both on-market and off-market opportunities that are matched specifically with your ownership profile.
04. Disciplined underwriting
We evaluate every potential replacement candidate with the same intensity as the CARE™ Report, including verified income, normalized expenses, and yield expectations.
05. Advisor coordination
We work directly with your team of tax and legal advisors to determine an optimal exchange structure, including partial exchanges, multi-property identification strategies, and trust or estate considerations.
