Tax-Deferred Solutions
Maximize Your Real Estate Investment Returns
Expert guidance on 1031 exchanges to help you defer taxes and grow your wealth efficiently and securely.
Trusted
1031 Exchange Oregon
Your trusted partner for navigating the complexities of 1031 exchanges in Bend and throughout the state
100%
Personalized Service
We specialize in guiding clients through the entire process, from identifying suitable replacement properties to ensuring compliance with IRS regulations.
Strategy
Powerful Wealth Building
A 1031 exchange allows you to sell an investment property and reinvest the proceeds into a new property while postponing tax payments.
We’ll help you understand the rules, timelines, and potential benefits of 1031 exchanges, ensuring a smooth transaction that aligns with your investment goals.
Committed to Your Investment Success
Bend’s dynamic real estate market offers numerous opportunities for savvy investors looking to leverage 1031 exchanges. Whether you’re considering your first exchange or you’re a seasoned investor, our team is here to provide the knowledge and support you need to make informed decisions.
Our Services
Comprehensive 1031 Exchange Facilitation Services
01.
Qualified Intermediary Services
We provide expert Qualified Intermediary services to facilitate seamless tax-deferred real estate exchanges for our clients.
02.
Personalized Consultation
Our team offers personalized consultations to guide you through the 1031 exchange process, ensuring compliance and peace of mind.
03.
Fund Management
We handle the secure management of exchange funds, ensuring your investments are protected during the entire transaction.
Begin Your 1031 Exchange Journey Today
Unlock hidden potential by deferring taxes on your real estate investments. Contact us to learn more about our services.
Our Simple Process
How We Facilitate Exchanges
Initial Consultation
We assess your unique needs and determine the best strategy for your exchange.
Documentation Preparation
Our team helps prepare and review all necessary documents to ensure compliance.
Funds Handling
We securely manage your exchange funds throughout the entire process, ensuring a smooth transaction.
What Is a 1031 Exchange?
A 1031 exchange allows investors to defer capital gains taxes when selling an investment property and reinvesting in a like-kind property. Named after Section 1031 of the Internal Revenue Code, this strategy enables real estate owners to postpone tax liability.
The process involves selling a property and using the proceeds to purchase another qualifying property within specific timeframes. Both properties must be held for investment or business purposes.
Benefits of 1031 Exchange
Tax deferral is the primary advantage of a 1031 exchange. By deferring capital gains taxes, investors can reinvest a larger sum, potentially increasing their purchasing power and returns.
1031 exchanges also offer estate planning advantages. Investors can pass on a larger estate to heirs by deferring taxes throughout their lifetime. This strategy allows for continuous property upgrades without immediate tax consequences.
Ready to Elevate
Start Your Tax-Deferred Exchange Journey Today
Contact us to learn how we can help you maximize your investment potential and achieve your real estate goals.
