Standard Section 1031 Exchange

What is a tax-deferred exchange?

A tax-deferred exchange is a transaction structured to meet the requirements of IRS Code Section 1031, which states that "no gain or loss shall be recognized on the exchange of property held for productive use in a trade or business or for investment if such property is exchange, solely for property of like kind....."

Here’s the way to save federal capital gains and state taxes and transfer all your proceeds into another property while deferring  taxes. Chuck can show you the dramatic effects of reinvesting your equity and your tax dollars into a replacement property that often yields a greater cash flow than the one you own.  An exchange lets you defer taxes as you exchange a "downleg" investment property for an "upleg" investment property.  Your tax-deferred dollars can keep working for you in the new investment.  Besides tax deferral, there maybe other advantages:  Replacement properties with a better location, better cash flow, better management, more income, fewer headaches, and peace of mind.

Most real property interests qualify for such "like-kind" exchanges.  Any combination of these real estate interests can be exchanged.

                   Office and retail properties
                    Industrial properties
                   Apartment buildings
                   Vacant lots & raw land
                  



Chuck can help you identify appropriate properties for an exchange and structure the real estate transaction to meet all IRC requirements within the timeframes.  He can also lead your "team".  If you are already working with a CPA, attorney, or qualified intermediary, he can assist to make their work easier.

To contact Chuck DeLao, click here

For a qualified intermediary/accomodator, click here

4420 Hotel Circle Court, Suite 350, San Diego, CA 92108
Phone: (619) 222-2626   Fax: 619-222-1013
Email: cdelao@harrisondouglas.net

Securities offered through Harrison Douglas, Inc.
Member FINRA/SIPC