1031 Exchange
Confident Execution of 1031 Exchange Requirements
Experts in Navigating the Intricacies of 1031 Exchanges
While the concept of a 1031 exchange is not complicated – you are simply exchanging your interest in one investment asset for another in order to limit your tax liability – the IRS rules that must be followed often result in a complicated, time-sensitive process that can be stressful for all parties involved.
Why consider a 1031 exchange?
Defer capital gains tax to free additional capital for investment in a replacement property.
Focused on Your Unique Requirements
Acquisition criteria and needs vary from one client to the next. We look at your unique situation to identify what you need in your exchange property and pre-qualify the available properties on the market to expedite the process.
Seasoned Negotiation and Offer Management
With decades of experience, we know the nuances of writing and managing offers that result in terms that will best suit your exchange.
Timely Escrow and Due Diligence Management
We ensure the transaction timeline is on track and that any issues which may arise are handled quickly to ensure that the deal progresses efficiently. We help coordinate inspections and reports, so you are confident your property is in the right condition and that there are no hidden issues.
Wide Array of Lender Relationships for Additional Financing
You may want to leverage the proceeds from your sale to buy a property at a higher value. SRS’ debt and equity professionals can source loans that are right for you and your exchange.
Confidence in Execution
1031 exchanges must follow a strict time frame, in which you must identify the exchange property within 45 days of your sale, and close within 180 days. Our diligent workflow, expertise, and experience ensures that this time frame and your goals are met.
