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What is a Reverse Exchange?
Learn how to use a Reverse 1031 Exchange (buy first, sell later) to avoid losing 35% of your profit to taxes.
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What is an Improvement Exchange?
Learn how to leverage an improvement exchange (using exchange funds for new constructions, additions, or upgrades) to increase the value of your real estate investment portfolio.
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The Security of a 1031 Exchange
Learn how a 1031 Exchange protects your assets and fortifies the security of your real estate investment holdings.
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The Steps to a Succesful 1031 Exchange
By following these steps, investors will achieve a successful 1031 Exchange, paying no money on reinvested funds and no money out of pocket for those who leverage Plenti’s financing options.
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What is a 1031 Exchange?
The '1031 Exchange' is a tax-break from the IRS that allows real estate investors to sell their investment property without paying capital gains taxes.
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Related Party
A related party is but is not limited to, immediate family members, such as brothers, sisters, spouses, ancestors, and lineal descendants. A corporation, limited liability company, or partnership in which more than 50% of the stock, membership interests, or partnership interests, or more than 50% of the capital interest or profits interest owned by the taxpayer is also considered to be a related party.
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Exchange Timelines
There are no actual holding rules given by the IRS. Many tax advisors advise that the property be held at least 12 months prior to the exchange. The amount of time the property is held is not the only thing the IRS looks at when determining the validity of a 1031 Exchange. Another important factor is the intent to hold the property for business or investment use.
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Identification Rules
The IRS states that identification must be in writing, signed by you, and delivered to a person involved in the exchange like the qualified intermediary.
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