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1031 Exchange Loan: What It Is, How It Works & Rules To Consider

A calculator, cash, and a pen

A 1031 exchange may be an appealing option for some investors, but there are many rules that you must comply with before you can enjoy the tax deferral benefits. Given the structure of a like-kind exchange, it may seem like loans are unnecessary. However, there are cases when you have to borrow funds, especially when timing and liquidity become issues.

Nov 11, 2024

1031 Exchange Colorado: Rules, Taxes & Other Considerations

A clipboard with a sheet of paper attached to it saying 1031 Exchange Colorado

What if we told you there’s a way to sell and acquire a new real estate property while deferring taxes? This approach is not a gray-area legal loophole but a valid one — the 1031 exchange.

Nov 8, 2024

1031 Exchange Real Estate Drop & Swap

Tall skyscraper 1031 Exchange Properties

Taking advantage of a 1031 Exchange, while involving many steps, is usually straightforward enough for a single property owner. Things get more complicated if you’re involved in an LLC as an investor. The structure of this legal entity makes it harder for one party to leverage 1031 Exchange benefits when the other has other plans for the sale, such as simply cashing out.

Oct 31, 2024

1031 Exchange Florida: Rules, Taxes & Other Considerations

A clipboard with a piece of paper that says 1031 Exchange Florida.

Florida is an attractive state for real estate investors. From its sandy shores to the enticing weather, the Sunshine State boasts many features that draw real estate investment.

Oct 21, 2024

1031 Exchange California: Rules, Taxes, & Other Considerations

1031 Exchange California written on a piece of paper on a clipboard.

California has some of the highest capital gains taxes of any state. For this reason, investors are vulnerable to high tax liabilities following the sale of properties.

Oct 16, 2024

How to Convert 1031 Exchange Property Into Personal Property

Mini houses with arrows pointing upwards

A 1031 exchange is a tool investors can use to buy and sell real property assets while deferring the need to pay capital gains taxes on the profits. All property relinquished and acquired using a 1031 exchange must be held for investment purposes to qualify. Here is an example of how the process works:

Oct 8, 2024

What is a Partial 1031 Exchange?

Selling an investment property can net you a significant financial windfall – and also generate stiff tax consequences for highly appreciated real estate assets.

Sep 25, 2024

Can You Do A 1031 Exchange With A Family Member?

Can You Do A 1031 Exchange With A Family Member?

Doing a 1031 exchange with an immediate family member raises red flags with the IRS. Tax-deferred exchanges between family members are allowed, but the IRS has specific rules to qualify and avoid abuse of the system by tax evaders.

Sep 23, 2024

What Types of Properties Do Not Qualify for a 1031 Exchange?

What Types of Properties Do Not Qualify for a 1031 Exchange?

A 1031 exchange is great for tax deferment, but not all properties qualify for this special tax treatment. In addition to the many rules to be aware of when considering a 1031 exchange, knowing if a property is even eligible is likely the first place to look.

Sep 18, 2024

How Does the 1031 Exchange Work in Conjunction with Depreciation on Investment Properties?

How Does the 1031 Exchange Work in Conjunction with Depreciation on Investment Properties?

Selling an investment property for a gain can result in large tax bills. Some of that bill may include depreciation payments. This is called depreciation recapture. The recaptured depreciation is taxed at a different tax rate. Does a 1031 defer depreciation recapture taxes or does depreciation continue as if it is the same property?

Sep 15, 2024

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