The Move-In Exchange

Use your newly acquired exchange property as a personal residence in certain cases — while subject to IRS rules and regulations, personal-use exchange properties can offer owners options for residential and financial mobility that many investors overlook.

Buy something initially for investment, and move in after a few years, tax-free!

Did you know you can move into your investment property after a few years without triggering a tax-bill?

While you must purchase your property solely for investment purposes, knowing your options for the future use of the property is always best, and can give you a great opportunity to use an investment property you own in a location where you’d want to live.

This is subject to specific IRS rules and requirements and needs to be reviewed before you make any purchases.

Ready to get started?

We know that 1031 exchanges, real estate financing, and everything in between can be confusing, and a 10 minute phone call can help clear things up. So give us a call or schedule a consultation today, and we’ll be happy to talk through your specific needs.