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Don't Forget About Notice in Your 1031 Exchange

Thursday, April 13

Your planned #1031 exchange is sailing along. You’ve sold your relinquished property, identified a few potential replacement properties and things are looking good. But even when everything appears to be on track, there is one way you can jeopardize it all – by failing to give proper notice.The I...


Debunking a Common 1031 Exchange Myth

Wednesday, April 12

A #1031 exchange can be an excellent way for an investor to rapidly build their real estate investment portfolio. By avoiding immediate capital gains taxes on the sale of investment or business real estate, an investor has more capital to reinvest – allowing them to purchase bigger and better pro...


Can I Exchange My Easement Interest in a 1031 Exchange?

Tuesday, April 11

Since section 1031’s introduction back in 1921, the concept of an exchange has continued to evolve. And because the code is not crystal clear on some concepts, investors often seek guidance from the IRS – in the form of Private Letter Rulings – about non-traditional exchanges.One issue that comes...


Can I Exchange My Easement Interest in a 1031 Exchange?

Tuesday, April 11

Since section 1031’s introduction back in 1921, the concept of an exchange has continued to evolve. And because the code is not crystal clear on some concepts, investors often seek guidance from the IRS – in the form of Private Letter Rulings – about non-traditional exchanges.One issue that comes...


Beware of Constructive Receipt in a 1031 Exchange

Saturday, April 08

One area that catches potential exchangers off guard (and torpedoes the exchange altogether) is the concept of constructive receipt. While actual receipt is easy to identify – the exchanger directly receives the sale proceeds from the relinquished property, constructive receipt is a little more a...


Fractional Ownership: Is it Right for You?

Thursday, April 06

Many of my clients are individual investors, buying and selling investment real estate to grow their portfolios. One common question I hear from these clients is “how do I grow my investments faster?” They are concerned that the amount they have available invest on their own is simply not enough ...