Is it time to simplify your
real estate investments?
Experience matters
There are a lot of misconceptions about 1031 exchanges. You need the truth.
Download our free ebook to learn the Top 11 Misconceptions About 1031 Exchanges.
Learn why exchanges:
- Are not just for big investors
- Needn't be complicated
- Can be used to diversify investments
- Allow for a variety of "like-kind" properties
- And so much more!
There are a lot of misconceptions about 1031 exchanges.
You need the truth.
Download our free ebook to learn the Top 11 Misconceptions About 1031 Exchanges.
Learn why exchanges:
- Are not just for big investors
- Needn't be complicated
- Can be used to diversify investments
- Allow for a variety of "like-kind" properties
- And so much more!
There are a lot of misconceptions about 1031 exchanges.
You need the truth.
Download our free ebook to learn The Top 11 Misconceptions About 1031 Exchanges.
Learn why exchanges:
- Are not just for big investors
- Needn't be complicated
- Can be used to diversify investments
- Allow for a variety of "like-kind" properties
- And so much more!
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Updated December 18, 2024
You have questions
we have answers.
What is a 1031 Exchange?
A 1031 Exchange is a transaction in which a taxpayer can sell one property and buy another without a tax consequence. Although the basic steps of a 1031 Exchange are simple, the overall process can be complex due to the various factors involved.
Section 1031 of the IRS tax code allows a taxpayer to take up to 100% of the sale proceeds from the sale of any investment property and purchase another investment property while deferring the tax on the capital gains reinvested.
What is a Qualified Intermediary & Why Do You Need One?
Also known as an Accommodator or a Facilitator; the Qualified Intermediary (QI) is the Intermediary who receives the sale proceeds upon close-of-escrow (COE) of each sold property.
The Escrow/Title company closes escrow and sends the funds directly to the QI to hold during the 45-day identification period.
View Our Current Offerings
It’s never too soon to begin identifying your replacement property. 45-days seems like a long time prior to close of escrow to identify a replacement property. However, many times it’s not enough time for full due-diligence to meet the identification date.
Register today to view the current portfolio of available 1031 exchange replacement properties.
Are you currently in your 45 days?
Let’s Talk.
You have questions,
we have answers.
What is a 1031 Exchange?
A 1031 Exchange is a transaction in which a taxpayer can sell one property and buy another without a tax consequence. Although the basic steps of a 1031 Exchange are simple, the overall process can be complex due to the various factors involved.
Section 1031 of the IRS tax code allows a taxpayer to take up to 100% of the sale proceeds from the sale of any investment property and purchase another investment property while deferring the tax on the capital gains reinvested.
What is a Qualified Intermediary & Why Do You Need One?
Also known as an Accommodator or a Facilitator; the Qualified Intermediary (QI) is the Intermediary who receives the sale proceeds upon close-of-escrow (COE) of each sold property.
The Escrow/Title company closes escrow and sends the funds directly to the QI to hold during the 45-day identification period.
View Our Current Offerings
It’s never too soon to begin identifying your replacement property. 45-days seems like a long time prior to close of escrow to identify a replacement property. However, many times it’s not enough time for full due-diligence to meet the identification date.
Register today to view the current portfolio of available 1031 exchange replacement properties.
You have questions,
we have answers.
What is a 1031 Exchange?
A 1031 Exchange is a transaction in which a taxpayer can sell one property and buy another without a tax consequence. Although the basic steps of a 1031 Exchange are simple, the overall process can be complex due to the various factors involved.
Section 1031 of the IRS tax code allows a taxpayer to take up to 100% of the sale proceeds from the sale of any investment property and purchase another investment property while deferring the tax on the capital gains reinvested.
What is a Qualified Intermediary & Why Do You Need One?
Also known as an Accommodator or a Facilitator; the Qualified Intermediary (QI) is the Intermediary who receives the sale proceeds upon close-of-escrow (COE) of each sold property.
The Escrow/Title company closes escrow and sends the funds directly to the QI to hold during the 45-day identification period.
View Our Current Offerings
It’s never too soon to begin identifying your replacement property. 45-days seems like a long time prior to close of escrow to identify a replacement property. However, many times it’s not enough time for full due-diligence to meet the identification date.
Register today to view the current portfolio of available 1031 exchange replacement properties.
Are you currently in your 45 days?
Let’s Talk.
Are you currently in your 45 days?
Let’s Talk.
Real Life Stories
What We've Learned Along the Way
Atlanta Couple Discovers the Delaware Statutory Trust
Paul and Carol
Too Expensive to Invest in California Real Estate? Try Another Approach.
"Paul and Carol moved to the San Francisco Bay Area after selling their investment property in Atlanta, GA. Knowing that the proceeds from that sale wouldn’t be enough to purchase a rental property in the Bay Area, they instead invested the proceeds in a DST portfolio with 21 properties over seven states that has the potential to generate more income than their previous property did. Now, they're happy to live in California and happy with the income from their diversified investment portfolio."
Investor Leaves Behind the Hassles of Property Management
Peggy
Nice Inheritance But No Desire to be a Property Manager.
“Peggy inherited $1.4M of southern California real estate a few years ago when her mother passed away. Peggy is now 79 and lives in San Jose, CA. Realizing she didn't have the energy or desire to manage the properties, she sold the properties in a 1031 Exchange. She made two DST purchases of diversified multi-family properties as replacement property; generating a potential income stream to supplement her other retirement income.”
Client Sells California Property and Invests in Necessity Retail in Dallas
Tom
Seasoned Investor Sells Property & Changes Course with New Investment
“Tom had been a long-term investor in Commercial Real Estate. When he sold his commercial building in Sacramento, he knew he wanted to reinvest the proceeds
through a 1031 exchange so he could defer the capital gains tax. Tom wanted to invest in different types of properties. He identified and purchased equity in Delaware Statutory Trust; a portfolio of Triple-Net necessity retail consisting of 21 properties spread out over 8 different states. The potential annual income generated from this new investment will exceed what he earned on the sold commercial property.”
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The above instances are not direct testimonials from 1031 Exchange Site clients, but summarized examples by Thornwood Financial. The experiences of these customers, whose full names have not been disclosed in order to maintain customer anonymity, may not be representative of the experiences of other 1031 Exchange Site customers (or Concorde Investment Services, Inc.) and are no guarantee of future performance or success. Clients provided express permission for the use of these examples but were not compensated for such.
Real Life Stories
What We've Learned Along the Way
The above instances are not direct testimonials from 1031 Exchange Site clients but summarized examples by Thornwood Financial. The experiences of these customers, whose full names have not been disclosed in order to maintain customer anonymity, may not be representative of the experiences of other 1031 Exchange Site customers (or Concorde Investment Services, Inc.) and are no guarantee of future performance or success. Clients provided express permission for the use of these examples but were not compensated for such.
Lessons from the trenches
Lessons from the trenches
Lessons from the trenches
Herb Alston