1031 Exchange

When you sell a property with a large gain, the tax bill can be significant. Many real estate owners look for ways to reduce the tax impact of a sale without being forced to reinvest immediately or complete a rushed 1031 exchange.

Owning a second home can be both emotional and financial: it may serve as a retreat, a family gathering place, and a meaningful part of your long-term wealth.

Selling an investment property can create a large tax bill, especially if you’ve owned it for many years and has appreciated significantly in value.

For many real estate investors—especially those approaching retirement—converting a Delaware Statutory Trust (DST) into an UPREIT can be an attractive way to simplify their portfolio

Learn how to navigate depreciation recapture and 1031 exchanges to minimize tax liabilities when selling investment property.

Discover key tax and filing considerations for 1031 exchanges across state lines. Learn how to avoid state-specific pitfalls and protect your tax deferral.

Discover the differences between the traditional 721 exchange and the 721 via DST to maximize your real estate investments and defer taxes.

Learn how 721 Exchanges can help real estate investors defer taxes, transition to passive income, and simplify estate planning.

Explore the key differences between Qualified Opportunity Zones and 1031 Exchanges to determine the best strategy for deferring capital gains on real estate investments.