Mastering 1031 Exchange Rules

Ready to maximize your real estate investments with a 1031 exchange?

Here's a quick breakdown of key rules to keep in mind:
1. Three Property Rule: Identify up to 3 properties within 45 days, regardless of value. Flexibility at its best!
2. 200% Rule: Identify more than 3 properties, but their total value can’t exceed 200% of your sold property’s value.
3. 95% Rule: Identify any number of properties, but you must acquire at least 95% of the total value identified.

And don’t forget the crucial role of a Qualified Intermediary (QI). They handle the funds and ensure your exchange stays tax-deferred.

With the right knowledge and strategy, the 1031 exchange can be a powerful tool to grow your wealth. Message me and let’s chat about how to get started. 💼🏠

DST investments are illiquid and can expose investors to risks including the potential loss of the entire investment principal. Past performance is not a guarantee of future results. Potential cash flow, returns and appreciation are not guaranteed

IRC Section 1031 is a complex tax concept; consult your legal or tax professional regarding the specifics of your particular situation.

Securities offered through 1031 Securities Inc. member FINRA / SIPC