We are committed to providing an exceptional client experience. With over 50 years of combined experience, our team specializes in developing customized solutions that help clients achieve their goals. Our corporate strategy is simple: Client First.
1031 Tax Deferred Exchanges
1031 Tax Deferred Exchanges
1031 Exchanges: A Strategic Overview
1031 exchanges offer real estate investors the opportunity to defer capital gains taxes by reinvesting the proceeds from the sale of one property into another qualifying property. While your tax advisor should guide you through the intricacies of this strategy, we can play a crucial role in identifying suitable properties for both divestment and reinvestment.
Navigating Time Constraints
The timing restrictions associated with 1031 exchanges are stringent. Our streamlined process is designed to accommodate the accelerated pace required to meet these deadlines. Our extensive geographic reach also provides a wider pool of potential replacement properties.
Maximizing Investor Options
We leverage our expertise and diligence to evaluate both on- and off-market properties, aiming to maximize your investment options. Our goal is to help you navigate the complexities of 1031 exchanges effectively and achieve your financial objectives.
Process
Analytics
Our specialized data and research team focuses on analyzing real estate markets from both macro and micro perspectives. From a macro perspective, we examine trends and forecasts for economic indicators such as GDP, employment, demographics, and points of interest. At the micro level, we delve into the specific strengths and risks associated with a property, considering its location, lease structure, investment potential, and overall highest and best use (HBU).
Exposure
We go above and beyond to ensure that our listings are prominently featured for optimal reach and engagement. Our comprehensive marketing plan sets us apart from other companies. Our services include offering memorandums and marketing packages, professional photography and videography, premium digital and search optimization, advertising and direct marketing, inbound search and property inventory requests, accountability, and a technology-driven process for pursuit and follow-through.
Results
Our services can help you achieve a variety of outcomes, including lump sum cash payments, free capital, liquidity, debt-free financing, operating lease payments, selling in a favorable market, flexibility and diversification, and financial freedom.