Asset focus
Challenges
- Investors sometimes assume like-kind requires trading a similar property type, such as apartments for apartments
- Property acquired with the intent to immediately resell can jeopardize the investment-use requirement
- Foreign real property is not like-kind with United States real property under current rules
What we deliver
- A plain language review of whether your relinquished and prospective replacement properties satisfy the like-kind standard
- Examples specific to Central Texas asset classes including multifamily, industrial, retail, and land
- Notes on the investment-use holding period considerations worth discussing with your tax advisor
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.