When A 1031 Exchange Is Not Always The Right Choice

A 1031 Exchange Is Not Always The Right Choice

Here at Realized, we help investors defer their capital gains and depreciation recapture liabilities from the sale of an investment property/properties. This is done through a tax code provision known as a1031 exchange and here at Realized, this is typically accomplished via investment in one or more 1031 exchange-qualifiedDelaware Statutory Trust (DST) offerings.

May 8, 2024

How to Know if You Qualify for a 1031 Exchange

So you’ve done your research and made your decision: you want to take advantage of a 1031 exchange to defer taxes related to your real estate investment. So how exactly do you qualify for this tax strategy?

Mar 22, 2024

The Top 10 Things You Should Know About 1031 Exchanges

Internal Revenue Code §1031 provides real-estate investors with a powerful tool known as a “1031 exchange.” What does it do exactly? It allows investors to hold on to gains they’ve made from their real-estate investments without having to pay taxes on the gains. That’s pretty sweet.

Mar 21, 2024

1031 Exchange Timeline: A Guide to Rules and Process

An hourglass signifying a 1031 Exchange Timeline.

When you sell a property and reinvest the proceeds into another property, you can defer capital gains taxes. We will look at 1031 exchange timelines, including what to think about when planning an exchange, and what to do during the identification period, 180-day exchange period, and post-exchange monitoring period.

Jan 29, 2024

Drop and Swap 1031 Exchange in California: How to Navigate the Process

Drop & Swap 1031 Exchange Properties

California, especially Silicon Valley, has long been regarded as an international hub for business. The Golden State’s economy is the largest in the U.S. and outranks all but a handful of foreign nations.

Jan 27, 2024

Partial 1031 Exchange Rules You Need to Consider

A picture showing the words partial 1031 exchange rules with a magnifying glass magnifying the word rules.

When performed successfully, the 1031 exchange process can help you trade your real estate property into another one of greater or equal value and allow you to potentially defer capital gains and depreciation recapture taxes.

Jan 15, 2024

Download The Guide To 1031 Exchange

The 1031 Investor's Guidebook
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