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1031 Exchanges

Make the timeline work for you.

Replacement property strategy and acquisition support for investors navigating the deadlines of a tax deferred exchange.

Preparation matters.

A 1031 exchange creates meaningful deadlines. We help investors define replacement-property criteria, evaluate suitable opportunities and coordinate the acquisition process with their qualified intermediary and other advisers.

Day 45

Identification

Replacement property generally must be properly identified within 45 days after relinquished property closing.

Day 180

Completion

Exchange completion is generally required within 180 days.

Our acquisition support

  • Identify target assets and establish realistic search criteria
  • Evaluate listed and off-market net lease opportunities
  • Assess tenant, lease, market and financing risks
  • Support negotiations and coordinate the purchase process

Tax rules are complex. Consult your qualified intermediary and tax/legal advisers for exchange-specific guidance. We provide real estate brokerage services, not tax advice.

Let's talk about your next decision.

Buying, selling or evaluating an investment? Start with a direct conversation.

Contact Adam Levy ↗