Under Section 1031 of the United States Internal Revenue Code, a taxpayer may defer recognition of capital gains and related federal income tax liability on the exchange of like-kind investment properties.


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.


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.


Decide to sell and then prepare your property for sale. Prepare a proper marketing strategy and plan a process to best position yourself to begin your 1031 exchange.


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


Close escrow on your upleg. Repeat.


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