1031 Exchange Lunch & Learn

A 1031 Exchange is a powerful tax-deferral strategy that allows investors to sell an investment or business-use property and reinvest the proceeds into another like-kind property without immediately paying capital gains taxes or depreciation recapture taxes. By deferring taxes, investors can potentially leverage more equity into larger or more profitable properties, increase cash flow, diversify their portfolio, or consolidate multiple properties into one.

✅ Defer Capital Gains Taxes
Keep more of your investment dollars working for you by deferring federal and state capital gains taxes and depreciation recapture taxes.

✅ Expand Your Investment Portfolio
Exchange into larger properties, diversify into different asset types, increase cash flow, or consolidate multiple properties into one.

✅ Flexible Like-Kind Property Rules
Properties do not need to be identical. Investors can exchange land for rental property, multifamily for commercial property, or other qualifying investment real estate anywhere within the United States.

✅ 45-Day Identification Period
After selling the relinquished property, investors have 45 days to identify potential replacement properties.

✅ 180-Day Exchange Period
Investors have up to 180 days from the sale of the original property to close on the replacement property.

✅ Ideal for Investment Properties
1031 Exchanges apply to properties held for investment or business purposes and are commonly used when selling rental, commercial, industrial, or vacant land investments.