Asset focus
Challenges
- Investors often default to a taxable sale simply because they are unaware that deferral strategies exist and require advance planning
- Each strategy carries its own strict deadlines and eligibility rules, and missing them forfeits the benefit entirely
- Combining strategies, such as an exchange followed by an opportunity zone investment, requires careful sequencing to remain compliant
What we deliver
- A plain language comparison of the capital gains strategies available for your situation
- An assessment of whether a 1031 exchange is the right fit given your property type and timeline
- A referral path to qualified tax counsel for strategies outside the scope of a 1031 exchange
Related services
Find replacement properties for your 1031 exchange
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
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.