How to Use a 1031 Exchange to Diversify Your Real Estate Portfolio
Real estate is a cornerstone of wealth for accredited investors—those with a net worth exceeding $1 million (excluding their primary residence) or annual income above $200,000 ($300,000 joint)—but concentration in a single property or market can spell trouble. A single-family rental in a volatile city, a commercial space tied to one industry, or a portfolio […]
How to Choose a Qualified Intermediary (QI) for a 1031 Exchange
For accredited investors—those with a net worth exceeding $1 million (excluding their primary residence) or annual income above $200,000 ($300,000 joint)—a 1031 exchange is a cornerstone strategy to defer capital gains taxes, allowing the sale of an investment property and reinvestment into a “like-kind” replacement without immediate tax liability. Named after Section 1031 of the […]
1031 Exchanges and Estate Planning: How to Pass Wealth Tax-Free to Your Heirs
For accredited investors—those with a net worth exceeding $1 million (excluding their primary residence) or annual income above $200,000 ($300,000 joint)—real estate is often a cornerstone of wealth, but passing it to heirs can come with a hefty tax sting. Capital gains taxes on appreciated properties, amassed over decades, can erode the legacy you’ve built, […]
