1031 Exchange Rules

this is the primary logo used by www.1031exchangerules.com and represents the 45 day and 180 day timeline of a 1031 exchange.
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About Us

1031 EXCHANGE RULES was created as a singular source for meeting the 1031 Exchange needs of individuals who want to Save Time, Reduce Risk, Minimize Worry, Increase Confidence in their decisions and Simplify the Process of executing a successful 1031 Exchange.

Experience Matters

The IRS does not make it easy to successfully execute a 1031 Exchange.  They have implemented rules, timelines, and red tape to make the navigation complex.  This is where experience comes into play.  When one missed step can mean the difference between success and failure in execution, you will want to make sure you have someone leading the way or holding your hand through the process.

Our Expertise

With years of experience in real estate investing and tax planning, our team understands the intricacies of Section 1031 of the Internal Revenue Code. We've helped countless clients successfully execute 1031 exchanges, allowing them to defer capital gains taxes and reinvest proceeds into new properties.

Our Commitment

At 1031 EXCHANGE RULES, we're dedicated to helping real estate investors achieve their financial goals through strategic 1031 exchanges. Whether you're looking to diversify your portfolio, expand your investment holdings, or simply defer taxes, we're here to guide you every step of the way.

this is the primary logo used by www.1031exchangerules.com and represents the 45 day and 180 day timeline of a 1031 exchange.

1031 EXCHANGE RULES is a source for knowledge , guidance and opportunities.

Investors from all over the United States come to this platform to get a better understanding of the 1031 exchange space, the rules and nuances, and how to efficiently navigate the IRS provision to defer capital gains taxes and keep more of what they make.

In addition to being a source of information , we connect individuals who are looking to do a 1031 exchange, with Qualified Intermediaries, and Access to potential replacement properties. Our services are designed to help real estate investors navigate the complexities of Section 1031 of the Internal Revenue Code. While we specialize in 1031 exchanges, we cannot provide tax advice. Always consult with a qualified tax professional regarding your specific situation.

Why People Come to Us

1031 Exchange Planning:
Discuss and develop strategies tailored to your investment needs.
Property Identification Assistance:
Ensure you fully understand the rules and have options for your primary or backup solutions.
Portfolio Diversification:
Help you to understand all options compliment your long-term portfolio objectives.
Tax-Deferred Solutions:
Preserve wealth and maximize savings with, IRS-compliant exchange and alternative solutions.
Qualified Intermediary Coordination:
Manage the introduction, vetting and overall process end-to-end with trusted QI partners.

How a 1031 Exchange Works

a client and a 1031 exchange specialist having a telephone conversation which is the initial consultation for a 1031 exchange

Initial Consultation & Planning

  • Assess Your Goals: Our advisors will discuss your investment strategy and confirm whether a 1031 Exchange is right for you.
  • Property Evaluation: We review the current property and ensure it meets the eligibility criteria for the exchange.

Sell Your Current Property

  • Find a Buyer: List and negotiate the sale of your investment property.
  • Engage a Qualified Intermediary (QI): IRS rules require a QI to hold the proceeds from the sale to maintain tax-deferred status.
This is a house that represents selling an investment property as the first step in executing a 1031 exchange
a large magnifying glass that is identifying a group of multifamily apartment buildings for a 1031 exchange.

Identify Replacement Properties

  • 45-Day Identification Period: From the date of the sale, you have 45 days to identify one or more replacement properties.
  • Identification Rules:
    • Up to three properties regardless of value, or
    • More than three, if their combined value does not exceed 200% of the sale price.

Acquire the Replacement Property

  • 180-Day Closing Period: You must close on the new property within 180 days from the original sale.
  • Use QI Funds: The QI will use the sale proceeds to purchase the replacement property on your behalf to ensure IRS compliance.
a group of multifamily apartment buildings which represent the replacement property or upleg for a 1031 exchange
a document stamped complete. these are the closing documents for a 1031 exchange

Close the Transaction

  • Complete the Exchange: Once the replacement property is acquired, the exchange is finalized.
  • Keep Records: Maintain detailed records of the entire transaction for tax filing and compliance.

Ongoing Support & Planning

  • Tax Planning: Our team helps you manage future tax obligations and provides strategies for portfolio growth.
  • Portfolio Optimization: We assist with continuous evaluation of your assets to identify future exchange opportunities.
1031 exchange specialist on call with a client, walking them through the 1031 exchange process

Start Your 1031 Exchange Today!

Contact us to be connected with a 1031 exchange specialist that can help you understand your options, answer your outstanding questions and give you access to Qualified Intermediaries and lists of potential replacement properties to ensure a successful transaction.

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