Creative Solutions

Because of our customized approach to understanding our clients needs, we are able to offer specialized services. Here are a few of the most common solutions we encounter.

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30

years of excellence

1031 Exchange Basics

A 1031 exchange, also known as a like-kind exchange, is a tax-deferred transaction allowed by the IRS (Internal Revenue Service) in the United States. It allows an investor to sell a property and use the proceeds to purchase a replacement property without paying immediate capital gains taxes on the profit from the sale.

To qualify for a 1031 exchange, both the property being sold and the replacement property must be of “like-kind” in terms of their nature, character, or class. The exchange must also follow strict IRS guidelines and be completed within a certain time frame.

The primary benefit of a 1031 exchange is that it allows investors to defer paying capital gains taxes, which can be substantial, while still allowing them to reposition their investment portfolio. This can provide significant tax savings and allow for greater flexibility in managing a real estate investment portfolio.

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Sale / Leaseback Basics

We represent primarily private property owners seeking to maximize the benefits of their real estate. We do not represent large, institutional owners and selectively take on listing assignments, so you are assured of the attention your property needs by brokers with more than 30 years of combined experience.

Our focus is on people, real estate is simply the means to reaching their business, personal and financial goals.

Not only can we effectively assist with industrial, office, retail and land sales, but our consultative process can uncover motivations of our clients that open up opportunities for property trades, 1031 exchanges, sale/leaseback options, and other creative solutions that may prove more beneficial for maximizing the value of their real estate and financial goals.

Property Trade Basics

A property trade, also known as a swap, is a real estate transaction in which two parties exchange properties with each other, typically for investment or business purposes. In a property trade, the value of the two properties is typically not equal, and one party may receive additional compensation to make up the difference.

Property trades can offer several benefits to both parties. For example, a property trade can allow an investor to exchange a property that no longer fits their investment strategy for a more suitable property without incurring capital gains taxes. It can also allow two parties to exchange properties that are more geographically desirable for them, or to consolidate their real estate holdings in a particular area.

A property trade requires both parties to agree on the value of the properties being exchanged and any additional compensation. Additionally, both properties must be of similar type and use, and any mortgages or liens on the properties must be resolved before the trade can occur. Property trades are typically facilitated by real estate professionals, such as brokers or attorneys, to ensure that the transaction is properly structured and documented.

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