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Since 1921, IRC Section 1031 tax-deferred exchanges have helped investors build and preserve their wealth by allowing qualifying taxpayers to defer capital gains taxes on the sale of investment or business use property.

For many property owners, the combined federal and state tax burden on a sale can range from 30% - 45% of their profits. A properly structured 1031 exchange allows you to reinvest those proceeds into new investment property instead of losing a significant portion to taxes. 

By deferring capital gains taxes, investors can preserve more equity, increase purchasing power, and continue building long-term wealth through real estate.

 

1031 exchanges can also play an important role in estate planning. Through continued exchanges over a lifetime, heirs may ultimately inherit property with a stepped-up tax basis, potentially eliminating the deferred capital gains tax liability altogether. 

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