Blog Posts - 1031 Exchange



Some Types of Taxes When Selling Real Estate, and a 1031 Exchange May Save Money

There are certain differences between owner-occupied property and investor property (non-owner occupied) when it comes to selling--and buying, but here we are concerned more with selling.Some owners who have rented out their residences and moved on t...

Thinking of Taking Money Out of Your California 1031 Exchange? Do It The Right Way

A basic feature/requirements of 1031 exchanges is that the taxpayer doing the exchange cannot have access to their funds--that's why there's an accommodator, or "qualified intermediary" (QI).  In real estate, 1031 exchanges are allowed where the...

Do You Own Income/Investment Property? Read This about Proposed 1031 Changes

I just received this in my e-mail this morning: "There are currently three different proposals that the federal government is weighing, which would significantly alter Section 1031: Former Sen. Max Baucus (D-Montana), who became U.S. ambassador...

Selling a California Property and 1031 Exchanging Out-of-State

Suppose that today, January 27, 2014, you closed escrow ("sold") your California property due to be part of an exchange in the state where you currently live (not California).  Did you know that the State of California now wants its money, if an...

Tips for Wise Property Investment

So you would like to buy investment property in 2014?  So if you are picturing future income, future security, or retirement plans, then these are things you might like to think about in order to make wise choices:1.  Looking for a opportun...

Leasehold Interest of Less Than 30 Years Not Like-Kind to Fee Simple Interest

Taxpayer Owns Leasehold Interest and Motel The taxpayer in this Tax Court Case (VIP's Industries, Inc., June 24, 2013) owned a leasehold interest that had a remaining term of twenty-ond (21) years and four (4) months.  The taxpayer had also con...
by 1031 Exchange Institute on Sep 7, 2013

How to Find Owner Financed Homes

There is no secret way to finding homes in which the seller is offering financing options. Everybody knows about some of the sites that specifically only list properties that are being sold with seller financing available. But what about the …...
by The Dream Home SuperStore on Mar 11, 2013

How to Find Owner Financed Homes

There is no secret way to finding homes in which the seller is offering financing options. Everybody knows about some of the sites that specifically only list properties that are being sold with seller financing available. But what about the …...
by The Dream Home SuperStore on Mar 11, 2013

1031 Exchanges: Welcome Back!

For real estate investors located in high tax rate states, such as California, the 1031 Exchange just moved to the top of their to-do list.  There were some very significant changes made to Federal and state tax codes, and a California r...
by 1031 Exchange Institute on Jan 7, 2013

1031 Exchanges: Welcome Back!

For real estate investors located in high tax rate states, such as California, the 1031 Exchange just moved to the top of their to-do list.  There were some very significant changes made to Federal and state tax codes, and a California real...
by 1031 Exchange Institute on Jan 7, 2013

BREAKING NEWS: Brent Bonine Joins Exeter 1031 Exchange Services, LLC

Brent Bonine Joins The Exeter Group of Companies William L. Exeter announced today that Brent Bonine has joined The Exeter Group of Companies, which includes Exeter 1031 Exchange Services, LLC, Exeter Fiduciary Services, LLC and Exeter IRA Services,...
by 1031 Exchange Institute on Sep 14, 2012

BREAKING NEWS: Brent Bonine Joins Exeter 1031 Exchange Services, LLC

Brent Bonine Joins The Exeter Group of Companies William L. Exeter announced today that Brent Bonine has joined The Exeter Group of Companies, which includes Exeter 1031 Exchange Services, LLC, Exeter Fiduciary Services, LLC and Exeter IRA Services,...
by 1031 Exchange Institute on Sep 14, 2012

CFPB Issues Report on 1031 Exchange Qualified Intermediary Industry

The Consumer Financial Protection Bureau issued its Final Report Pursuant to Section 1079 of the Dodd-Frank Act regarding its analysis, findings and recommendations for the 1031 Exchange Qualified Intermediary Industry. Section 1079 of th...
by 1031 Exchange Institute on Jul 31, 2012

CFPB Issues Report on 1031 Exchange Qualified Intermediary Industry

The Consumer Financial Protection Bureau issued its Final Report Pursuant to Section 1079 of the Dodd-Frank Act regarding its analysis, findings and recommendations for the 1031 Exchange Qualified Intermediary Industry. Section 1079 of th...
by 1031 Exchange Institute on Jul 31, 2012

Reverse 1031 Exchanges Made Simple

Evolving Real Estate Market  Today's rapidly evolving real estate market offers many incredible investment opportunities for the real estate investor, but the real estate investor has to move very quickly to take advantage of the current investm...
by 1031 Exchange Institute on Jul 16, 2012

Reverse 1031 Exchanges Made Simple

Evolving Real Estate Market  Today's rapidly evolving real estate market offers many incredible investment opportunities for the real estate investor, but the real estate investor has to move very quickly to take advantage of the current investm...
by 1031 Exchange Institute on Jul 16, 2012

1031 Exchange Tax Filing Deadline Just Around The Corner

Taxpayers that started a 1031 Tax Deferred Exchange during 2011 (i.e. the sale of the relinquished property closed in 2011) must file IRS Tax Form 8824 with their Federal Income Tax Returns.  IRS Form 8824 is used to report the results of the ta...
by 1031 Exchange Institute on Mar 4, 2012

1031 Exchange Tax Filing Deadline Just Around The Corner

Taxpayers that started a 1031 Tax Deferred Exchange during 2011 (i.e. the sale of the relinquished property closed in 2011) must file IRS Tax Form 8824 with their Federal Income Tax Returns.  IRS Form 8824 is used to report the results of the ta...
by 1031 Exchange Institute on Mar 4, 2012

1031 Exchanges Remain California FTB Audit Target

Section 1031 Tax Deferred Exchanges (commonly referred to as 1031 Exchanges, Tax Deferred Exchanges or Like Kind Exchanges) continue to be one of the California Franchise Tax Board's ("California FTB") top audit concerns as announced by the Californi...
by 1031 Exchange Institute on Jan 27, 2012

1031 Exchange Activity Update

First, I want to wish each and everyone of you a very happy, healthy and prosperous New Year.  I don't know about you, but I am so very ready to say goodbye to 2011 and welcome 2012 with open arms.  It has certainly been a challenging few y...
by 1031 Exchange Institute on Dec 30, 2011


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