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Structured 1031 Exchange Advisory

Strategic guidance for capital preservation and tax-deferral through properly executed exchange transactions.

Designed for investors seeking portfolio optimization without immediate capital gains exposure.

Schedule Exchange Consultation:

CALL 305-890-9000

What does it consist of?

A 1031 exchange allows investors to defer capital gains taxes while reallocating capital into qualifying replacement assets. Execution requires strict compliance and strategic planning.

Our Advisory Scope Includes:

  • Exchange structuring and timeline coordination
  • Identification of qualifying replacement properties
  • Replacement asset underwriting
  • Capital alignment and financing coordination
  • Execution support through intermediary collaboration

⭐ Advantages

  • Tax deferral and capital preservation
  • Portfolio repositioning without liquidation friction
  • Opportunity to consolidate or diversify holdings
  • Structured compliance within IRS timelines
  • Strategic reinvestment planning

⭐ Requirements

  • Relinquished property meeting IRS criteria
  • Identification of replacement property within 45 days
  • Closing within 180-day exchange window
  • Equal or greater value reinvestment
  • Coordination with qualified intermediary

Frequently Asked Questions:

What exactly is a 1031 Exchange?

A 1031 Exchange is a tax-deferral strategy under Section 1031 of the Internal Revenue Code that allows investors to sell an investment property and reinvest the proceeds into another qualifying property while deferring capital gains taxes.

To qualify, the transaction must follow strict IRS timelines and reinvestment rules. When properly structured, a 1031 Exchange enables investors to preserve equity, reposition portfolios, and compound long-term returns without immediate tax exposure.

What types of properties qualify for a 1031 exchange?

Qualifying properties must be held for investment or business purposes. This includes commercial real estate, rental properties, industrial assets, office buildings, retail centers, and certain land investments.

Primary residences and properties held primarily for resale (such as fix-and-flip inventory) do not qualify.

Replacement properties must be considered “like-kind,” which broadly applies to most real estate held for investment within the United States.

What happens if I don't reinvest all of the capital?

If the full proceeds from the sale are not reinvested into qualifying replacement property of equal or greater value, the portion not reinvested may be subject to capital gains tax. This taxable portion is commonly referred to as “boot.”

To fully defer capital gains taxes, investors must:

  • Reinvest all net sale proceeds

  • Acquire property of equal or greater value

  • Maintain or increase debt levels (or replace debt with cash)

Strategic structuring is essential to avoid unintended taxable exposure.

How long does it take to complete a 1031 Exchange?

A 1031 Exchange must follow two strict IRS timelines:

  • 45 days from the sale of the relinquished property to formally identify potential replacement properties.

  • 180 days from the sale to close on the replacement property.

These timelines run concurrently and cannot be extended under normal circumstances.

Proper planning before the sale is critical to ensure compliance and successful execution.

Let’s Talk About Your Structured 1031 Exchange

Tell us about your goals, and our team will structure the right financing solution for your deal.

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