There's no federal license to be a 1031 Qualified Intermediary. California requires proof anyway: a $1M fidelity bond, E&O coverage, strict fund-handling standards. Ask where your QI is regulated — then ask where your money sits. https://t.co/2JTPiCKPCN #1031exchange
Defer ~$75K of tax in a 1031, keep it invested at 6%, and in 10 yrs it's worth ~$134K. Paying now doesn't cost $75K — it costs the ~$59K of growth too. Hypothetical; confirm w/ your CPA. Calc → https://t.co/XjFpySRI62 #1031exchange
A 1031 trap that isn't a deadline: whoever sells has to be the same taxpayer who buys. Sell in your name, you can't take title in a brand-new LLC. A single-member LLC or revocable trust usually counts as the same taxpayer. Confirm before you close. #1031exchange
Wealth isn't what you collect at the closing table. It's what you keep working.
A taxable sale can hand ~1/3 of your gain to taxes and restart you smaller. A 1031 defers the gain so your full equity keeps compounding into the next property.
#1031exchange#RealEstateInvesting
Inland Empire owners: a decade of gains can leave your whole position in one building, one tenant.
A 1031 lets you move that full equity into several properties, or something passive, with the gain deferred.
800-899-6959
https://t.co/uAbKjPF52l
#1031exchange
Can you do a 1031 exchange with a family member? Yes—but the IRS applies related-party rules: a 2-year hold on both sides, plus scrutiny if you buy your replacement from a relative. Structure it right first. https://t.co/2JTPiCKPCN #1031exchange
Most 1031 exchanges are routine. A seasoned QI earns its keep on the ones that aren't — reverse, improvement, partnership splits, a Q4 deadline squeeze. 25+ years and 20,000+ exchanges say we've likely seen yours before. Call 800-899-6959. #1031exchange
Selling a rental? Capital-gains tax isn't the only bill.
Depreciation recapture taxes every dollar you ever depreciated — up to 25%. On $200K of depreciation, that's ~$50K.
A 1031 defers the recapture too.
Run your numbers: https://t.co/XjFpySRI62 #1031exchange
"You have 180 days to buy your 1031 replacement" — true, but it's really the earlier of 180 days OR your tax-return due date. Sell late in the year? File an extension or you lose days. IRC §1031(a)(3)(B)
Deadline at risk? → https://t.co/0L1tZbljiy
#1031exchange
Myth: "It's my money — I'll just hold it between closings."
The moment you can touch 1031 proceeds, the IRS calls it constructive receipt — and the whole gain is taxable. That's why a Qualified Intermediary holds the funds.
📞 800-899-6959 #1031exchange
The worst reason to keep a property? The tax bill you'd owe to sell it.
A 1031 defers the gain and rolls your full equity forward — so your goals decide what you own, not the penalty for moving on.
https://t.co/2JTPiCKPCN
#1031exchange
East Bay owners: a 1031 lets your full equity leave for any market — gain deferred, not paid.
One California catch: exchange out of state and California still tracks the gain (FTB Form 3840) until you cash out.
Know the rules first. 800-899-6959. #1031exchange
"Can I move into my 1031 replacement property later?"
Yes — but hold it as an investment first. The home-sale exclusion only opens after 5 yrs of ownership (§121(d)(10)), prorated for the rental years.
Real strategy, tricky timing.
800-899-6959 #1031Exchange
Before you hand a Qualified Intermediary your 1031 proceeds, ask: where will my money actually sit?
Pooled with everyone else's — or in its own segregated, FDIC-insured account, in your name?
At Granite Exchange, always the latter.
800-899-6959 #1031Exchange
Two investors sell identical buildings. A year later, one controls a bigger property — because they deferred the tax.
A 1031 keeps your full equity working. With financing, that buys more.
Run your numbers → https://t.co/XjFpySRI62 #1031exchange
True wealth stays mobile.
A property locks your equity to one place. A 1031 exchange keeps it free to move into the next opportunity — without surrendering the gain to do it.
It's not just what you own. It's how freely you can move it. #1031exchange
A 1031 defers capital gains tax. Held for a lifetime, it can do more: keep exchanging, and your heirs inherit at a stepped-up basis (IRC §1014) — the deferred gain may never be taxed. "Swap till you drop." Confirm with your CPA. #1031exchange https://t.co/F21tUaKwam
Sacramento landlords: the gain that built your wealth is also what makes selling feel expensive.
A 1031 defers it — your full equity keeps working: trade up, go passive, reposition.
California regulates QIs. We're one. Call 800-899-6959.
#1031exchange
"Found my replacement before I sold mine — did I lose my 1031?"
No. A reverse exchange parks the new property with an accommodator while you sell the old — same 45/180 clocks (IRS Rev. Proc. 2000-37).
Call before you make the offer.
https://t.co/2JTPiCKPCN #1031exchange
There's no federal license to be a Qualified Intermediary — anyone can hold your 1031 proceeds.
Before you wire 7 figures, ask: CES® certified? Segregated, FDIC-insured accounts? Bonded?
A real QI welcomes the question. 📞 800-899-6959
#1031exchange