1031 Exchange

Speak to one of our team members about your investment property goals. Hear our unique approach with a strategy to execute the 1031 Exchange. Learn more about the benefits of a 1031 exchange as well as potential challenges and concerns that are common to many of our clients. Understand the guidelines and requirements that will allow for a successful 1031 exchange, along with the different options available within the 1031 framework.

Receive a no obligation, in-depth analysis comparing your current cash flow vs. your cash flow with a 1031 exchange replacement property. The 1031 exchange is a tremendous wealth building tool that helps you amplify the advantages of real estate using locked-up equity, conservative leverage, and economies of scale to help improve your property and investment portfolio. 

Prepare the property for sale through our strategic marketing plan.  With our plan in place, we can work towards selecting the right buyer to best position yourself to begin your 1031 exchange and maximize the benefits of the trade. 

Find your next investment property and make offers. Having already researched the market and having mapped out a plan, we progress towards helping you select your ideal replacement property.

Close escrow on your upleg to compete the 1031 exchange.  

We discuss further strategies to help future operations of the upleg and be well positioned for the next move within your portfolio.

Repeat!