Asset focus
Challenges
- Investors who have owned and depreciated a property for many years are often surprised by how large the recapture liability has become
- Recapture is due even if the property sold for less than the original purchase price, as long as accumulated depreciation created a taxable gain on the depreciated portion
- Failing to plan for recapture can materially reduce the net proceeds available for a down payment on a replacement property
What we deliver
- A depreciation recapture estimate based on your property's cost basis and depreciation history
- A side by side comparison of a taxable sale versus a 1031 exchange, including recapture exposure
- Coordination notes for structuring your sale to defer recapture through a compliant exchange
Related services
Find replacement properties for your 1031 exchange
Coordinate standard forward exchanges
Structure reverse exchanges
Manage identification deadlines
FAQ
How quickly can this service move in Austin, TX?
We begin the workflow immediately and keep stakeholders informed across Austin, TX.
Does this service cover markets outside Austin, TX?
Yes. We coordinate local partners so you can execute in any state while staying anchored in Austin, TX.
Who leads lender and Qualified Intermediary conversations in Austin, TX?
We coordinate with your lenders and Qualified Intermediaries, while reminding everyone that we are not a Qualified Intermediary. Every update references the exchange timeline in Austin, TX.
What documentation is delivered?
You receive organized summaries, letters, and trackers that make it easy to brief partners in Austin, TX.
