Home / Investment Property Exchanges

Investment and tax-planning context

Investment-property owners may have more than one exchange path.

A direct property trade and a Section 1031 exchange are not the same thing. Qualified investment or business real property may be eligible for tax-deferred treatment when the legal requirements are satisfied. Owners should use qualified tax, legal, intermediary, title and financing professionals.

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Direct investment-property swap

Two owners compare properties and transaction terms.

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1031 exchange path

Explore whether a separate sale and replacement purchase is more appropriate for qualifying investment property.

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Land / multifamily / other real estate

Trade concepts may extend beyond single-family houses when the parties and professionals can structure the transaction.

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Describe the investment property and target

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