Articles / Tax Deferral & Mitigation Strategies

1031 Exchange Introduction

Utilized properly, 1031 exchanges provide investors with substantial tax savings that allow them to shelter the growth of their wealth. Read More

1031 Exchange: The Ultimate Guide [Infographic]

Learn how to defer your capital gains taxes, which properties qualify for exchange, what the rules and time limits are, and how to step up your basis. Read More

1031 Exchange Property Identification Rules

To defer capital gains taxes with a 1031 exchange, an investor must identify potential replacement properties, in writing, by midnight of the 45th calendar day after the close of escrow on... Read More

1031 Exchange DOs and DON`Ts

1031 Exchange DOs and DON'Ts: 7 things you should do and 6 things you should not. Read More

1033 Exchange / Eminent Domain Reinvestment

In the event of a natural disaster or eminent domain, the 1033 exchange can be utilized to defer capital gains taxes on the relinquished/lost property. Read More

721 Exchange UPREIT Introduction

The 721 Exchange, or UPREIT, allows an investor to exchange ownership in a single asset with units in an operating partnership with multiple assets. Read More

1031 Exchange Qualified Intermediary

To avoiding taking constructive receipt of the proceeds during a 1031 exchange, it is imperative that an investor have a Qualified Intermediary ("QI") hold the capital after the sale of the relinquished property. Read More