Benefits of Investing in Real Estate
When you invest in property held for investment purposes, whether that is a rental house or a commercial asset, there are a number of advantages for that property owner. Here are just a few.
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As your Qualified Intermediary, we make it our job to keep you in the know on all things 1031 Exchange. For recent news and industry updates, look no further.
1031 Exchanges that Split Between Tax Years
As we enter 2026, many taxpayers will have their 1031 Exchanges that started in 2025 but will not conclude until 2026. This situation can bring up questions that need to be addressed with your tax professional.
Read moreReporting your 2025 1031 Exchange
If you sold property during 2025 and did a 1031 Exchange, you now need to report that exchange on your 2025 Tax Return.
Read moreExchanges That Start Later in the Year
For Exchanges that start later in the year, here are some options that are worth considering. Always check with your tax advisor to make sure that you are in compliance.
Read moreRelated Parties in 1031 Exchange
The exchange is conducted with a related party, and it adheres to the same taxpayer requirements as a typical 1031 exchange. We trust this information is valuable for your business operations.
Read moreHow the Stepped-up Basis Compliments a 1031 Exchange
Combining stepped-up basis with a 1031 Exchange brings together two major tax strategies in real estate. In this article you will find a clear breakdown how they interact.
Read moreCarrying Back a Note in a 1031 Exchange
In some situations, a seller may decide to carry back a note for a buyer and still want to execute a 1031 Exchange. This article will examine this situation and provide options to this type of transaction.
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