Replacement Property Identification
Find replacement properties for your 1031 exchange
Property Paths
Find replacement properties for your 1031 exchange
Coordinate DST introductions
Research property types for exchanges
Analyze markets for replacement properties
Identify multifamily replacement properties
Search for industrial replacement properties
Identify retail NNN properties
Search for medical office properties
Identify self storage properties
Research STNL properties
Identify flex warehouse properties
Guides
Understand how federal capital gains tax applies when you sell a rental
Understand the stepped up basis rule for inherited real estate
Understand the structures investors use to earn passive income from real estate
Understand what a Qualified Intermediary does and does not do
A foundational explainer of NNN lease terminology and tenant obligations
Learn the legal strategies available to reduce capital gains tax on real estate
Understand how a reverse exchange sequences acquisition before sale
Understand the outer deadline for closing your replacement property
Learn how capital gains tax is calculated on commercial and investment real estate
Understand the strict forty-five day identification window
Understand how boot triggers taxable gain in an exchange
Understand what qualifies as like-kind real property
Understand how exchange proceeds can fund construction
Understand the two year holding rule for related party exchanges
Understand capital gains rules when selling a primary residence
Learn how capital gains tax applies to vacation and second homes
Understand how depreciation recapture tax works on investment property
Understand the home sale tax exclusion and how it interacts with 1031 exchanges
An introduction to the primary ways investors build a real estate portfolio
Understand how real estate syndications work and their 1031 exchange limits
Learn how fractional ownership structures work for real estate investors
Understand how real estate crowdfunding platforms work and their tax limits
An overview of the commercial property sectors available to Austin investors
Learn the fundamentals of building durable cash flow from real estate
A framework for evaluating whether a rental property fits your investment goals
Understand triple net lease structures and why investors favor them
Learn why self storage is a recession resistant 1031 exchange replacement property
Understand multifamily real estate fundamentals for 1031 exchange investors
A closer look at underwriting and acquiring apartment buildings
Learn the fundamentals of manufactured housing community investing
Understand the fundamentals driving industrial property demand in Texas
Learn why medical office property offers a defensive income profile
Structures
Coordinate standard forward exchanges
Structure reverse exchanges
Coordinate improvement exchanges
Execution
Coordinate with Qualified Intermediaries
Analyze rent rolls for replacement properties
Review trailing twelve month financials
Plan capital expenditures
Analyze market comparables
Coordinate lender preflight
Timelines
Manage identification deadlines
Track all exchange deadlines
Implement three property rule identification
Plan identification under 200 percent rule
Questions about a specific service? Send your brief and we will match you with the right workflow.