Skip to content

Let's keep in touch

Subscribe to our newsletter for timely insights and actionable tips on your real estate journey.

By signing up, you indicate that you agree to the BiggerPockets Terms & Conditions
Followed Discussions Followed Categories Followed People Followed Locations
1031 Exchanges
All Forum Categories
Followed Discussions
Followed Categories
Followed People
Followed Locations
Market News & Data
General Info
Real Estate Strategies
Landlording & Rental Properties
Real Estate Professionals
Financial, Tax, & Legal
Real Estate Classifieds
Reviews & Feedback

User Stats

3
Posts
3
Votes
Christian Peevy
  • New to Real Estate
  • Chicago, IL
3
Votes |
3
Posts

1031 Exchange Question

Christian Peevy
  • New to Real Estate
  • Chicago, IL
Posted

Does the income you get from rent need to be applied to your new property in a 1031 exchange? Or only profits from the sale of your old property

User Stats

5,409
Posts
2,578
Votes
David M.
  • Morris County, NJ
2,578
Votes |
5,409
Posts
David M.
  • Morris County, NJ
Replied

@Christian Peevy

Not sure what you are asking...  To defer the tax liability of an investment property via a 1031 exchange, you need to transfer your interest another property(ies) of equal or greater value.

@Dave Foster maybe there is a nuance you know about.  And, was there another criteria on the value to be exchanged?  Thanks.

User Stats

9,386
Posts
9,650
Votes
Dave Foster
  • Qualified Intermediary for 1031 Exchanges
  • St. Petersburg, FL
9,650
Votes |
9,386
Posts
Dave Foster
  • Qualified Intermediary for 1031 Exchanges
  • St. Petersburg, FL
Replied

@David M.Thanks for that shout out.  @Christian Peevy, If I understand what you're asking, the 1031 exchange defers all gain (profit and depreciation recapture) from the sale of the asset.  Income is not included in that equation. Income is netted with expenses and shows as regular income on your tax return.

The one opportunity here is if the client is a realtor as well.  They do have the option of taking a commission on the sale and paying ordinary income tax on it.  Or not charging a commission so the "commission" rolls into the 1031 exchange.

  • Dave Foster
business profile image
The 1031 Investor
5.0 stars
134 Reviews
BiggerPockets logo
BiggerPockets
|
Sponsored
Find an investor-friendly agent in your market TODAY Get matched with our network of trusted, local, investor friendly agents in under 2 minutes

User Stats

3
Posts
3
Votes
Christian Peevy
  • New to Real Estate
  • Chicago, IL
3
Votes |
3
Posts
Christian Peevy
  • New to Real Estate
  • Chicago, IL
Replied

Yes that answered my question. Thank you!