what is a 1031 exchange?

A 1031 exchange lets you defer capital gains tax when you sell an investment property and reinvest in
another qualifying property. You trade from one asset to another and keep more equity in play
by meeting strict timelines, like-kind rules and IRS reporting requirements. A clear plan helps you
avoid missed deadlines and keep your long-term CRE strategy on track.

When a 1031 Exchange Often Makes Sense

We see 1031 exchanges help investors most when they trade into stronger locations, more efficient assets or structures that better match their stage of life and risk tolerance.

  • Selling a highly appreciated property and reinvesting in a stronger market

  • Trading out of high-maintenance assets into more passive income

  • Consolidating several smaller properties into one larger CRE asset

  • Shifting from management-heavy holdings into more stable, institutional-grade deals

1031 Exchange Advisory Tax Logic CRE

Plan – Execute – Reinvest

A Proven Process for Your Next 1031 Exchange

We help you plan the sale and purchase together, so you meet 1031 deadlines, choose the right replacement property, and keep your equity invested instead of tied up in taxes.

Review Your Goals

Clarify why you want to exchange, your target markets and your timeline.

Map Out the Exchange

Outline key dates, identify potential replacement properties and coordinate with your qualified intermediary and CPA.

Support Through Closing

Stay on track through identification and closing so you protect deferral and move smoothly into your next asset.

Simple – Structured – Compliant

The steps we follow to
Guide your 1031 exchange

We keep the 1031 process clear and predictable. You know your key dates, your options and how each decision affects your after-tax outcome.

Deal & Timeline Review

We review your current property, planned sale date, debt and equity. Then we map your goals for the next asset so the exchange supports your long-term plan.

Strategy & Coordination

We outline exchange timing, work with your qualified intermediary and align with your CPA so everyone understands the structure, deadlines and reporting.

Execute & Transition

You move from contract to closing with a clear path. We help you stay within identification and closing windows and fold the exchange into your broader tax strategy.