Starting an Exchange

Many people ask about the basic procedures for a §1031 exchange and how to get started. As every transaction is different, the amount and nature of consulting we offer to you (the Exchanger) varies but basic procedures to start remain somewhat the same.

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7 Keys of Success

The 7 Keys of Success help exchangers successfully navigate their way through the major 1031 Exchange issues – Property Type, Holding Period, Same Taxpayer Requirement, Valid Exchange, Target Replacement Values, Time Frames, and Intent.

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What Can You Save?

Try our simple calculator to roughly estimate how much you can save.

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Benefits of an Exchange

Tax-deferred exchanges eliminate one of the major constraints to reallocating funds. Only a few investments allow you to reposition your assets without immediately paying taxes on the gains.

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