REAL ESTATE. REAL POSSIBILITY.
Plan with clarity. Exchange with confidence.
Thoughtful planning. Personal guidance. An experienced partner for your next real estate exchange.
START AN EXCHANGE Explore the exchange process
Perspective for
what comes next.
1031, IN PLAIN ENGLISH
What is a 1031 exchange company?
A SIMPLE EXAMPLE
Selling a rental home and buying another investment property or selling a commercial property and desire to defer taxes into another real estate investment property? A properly structured 1031 exchange may allow for you to defer capital gains taxes retaining more of your profit to reinvest.
First, what is a 1031 exchange?
A 1031 exchange allows you to sell real estate held for investment or business use and reinvest in other qualifying real estate, potentially postponing federal tax on the gain when IRS requirements are met.
Where our company comes in.
We serve as your qualified intermediary—the independent party that helps coordinate the exchange. We prepare the exchange documents, arrange for the sale proceeds to be held between closings, and work with your escrow team to transfer those funds toward your next property.
Start before you close. Your exchange needs to be arranged before the property you’re selling closes, with the proceeds handled through the exchange. We’ll help you understand the next steps alongside your tax and legal advisors.
CLARITY AT EVERY STEP
Start with a clear perspective.
Understand
the process.
A practical introduction to planning and coordinating your exchange.
EXPLORE THE PROCESS 02Make room
for knowledge.
Educational guides and planning resources for your next conversation.
VISIT THE LIBRARY 03Talk through
what’s next.
Connect with Brigitte to discuss your property and your plans.
START A CONVERSATIONA PERSONAL APPROACH
Good decisions begin
with the right conversation.
Bring your questions. We’ll help you understand the exchange process and the next steps to discuss with your team.
CONNECT WITH BRIGITTE