Are you considering an investment property sale?  Lets talk about how deferring the capital gains taxes and reinvesting those funds in a subsequent investment can benefit you.

Question: What is a 1031 Exchange?

Answer: A 1031 exchange is a strategy that can allow real estate investors to defer capital gains taxes on the sale of an investment property by purchasing a "like-kind" real estate investment. This is a commonly used and extremely advantageous strategy that is easy to accomplish with the right partner.  

Benefits of a 1031 with BRE

  • I invest with you for maximum co-alignment.  
  • Increased cash-on-cash returns with the subsequent investment property
  • No management responsibilities
  • Restarting depreciation on the  new investment can lead to larger tax losses
  • Low Fees compared to institutional options
  • Personal accessibility, where we met in person, shake hands and meet eye to eye.
  • The security of having a partner who is:
    • experienced with $450M+ in 1031 acquisitions
    • is invested alongside you in the new investment
    • is accessible to you day or night

How BRE can guide you through the 1031 Strategy

1031 Exchange is a sophisticated and commonly used strategy.  It requires planning, thorough understanding of the rules and working with the right people. BRE will manage the entire process and be your partner by:

  • forecasting your returns and tax savings
  • educating you on all your options

  • contributing to the sale process in order to give you options to protect your sale proceeds

  • introducing you to my experienced team: CPA, 1031 accommodator, and legal to ensure we meet operate within the state and federal rules and regulations
  • being accessible to answer questions anytime

A Summary of the Process*

  • BRE will coalesce the team to ensure everyone is ready to execute: listing broker, CPA and 1031 Accommodator
  • BRE will show you a menu of investments which we can invest into together, and BRE will manage on our behalf

  • We complete your property sale

  • We communicate to the IRS the next property for purchase within 45 days of your sale (ID Period)
  • We complete the purchase within 180 days of you sale
  • The CPA will be provided all items needed to report your exchange to the taxing authorities 
  • You are able to defer capital gains taxes on your sale!

*This is a simplified version for illustrative purposes. There are a number of options and nuances to this process. I will be able walk you through the strategy and  regulations.