Expert Guidance
OUR SERVICES
We help 1031 exchange buyers identify replacement properties nationwide. Our services focus on property identification, search, and coordination support. We can also help connect you with Qualified Intermediaries and tax advisors.
PROPERTY PATHS
NATIONWIDE PROPERTY IDENTIFICATION
Access to replacement properties across the United States
REPLACEMENT PROPERTY SEARCH
Comprehensive search for qualifying replacement properties
MULTIFAMILY PROPERTY IDENTIFICATION
Find multifamily replacement properties for 1031 exchanges
RETAIL PROPERTY IDENTIFICATION
Find retail replacement properties including NNN and STNL
SELF STORAGE PROPERTY IDENTIFICATION
Find self storage facilities for 1031 exchange replacement
HOSPITALITY PROPERTY IDENTIFICATION
Find hotel and hospitality properties for 1031 exchanges
LAND PROPERTY IDENTIFICATION
Identify land and development opportunities for 1031 exchanges
THREE PROPERTY IDENTIFICATION STRATEGY
Plan your three property identification path for 1031 exchanges
INDUSTRIAL PROPERTY SEARCH
Identify industrial and warehouse properties for 1031 exchanges
MEDICAL OFFICE PROPERTY SEARCH
Identify medical office buildings for 1031 exchange replacement
FLEX INDUSTRIAL PROPERTY SEARCH
Identify flex industrial and logistics properties for exchanges
MIXED USE PROPERTY SEARCH
Find mixed use replacement properties for 1031 exchanges
SAN ANTONIO 1031 EXCHANGE PROPERTIES
Find replacement properties in San Antonio, TX for 1031 exchanges
TEXAS 1031 EXCHANGE PROPERTIES
Find replacement properties across Texas for 1031 exchanges
200 PERCENT IDENTIFICATION STRATEGY
Plan your 200 percent identification path for 1031 exchanges
95 PERCENT IDENTIFICATION STRATEGY
Plan your 95 percent identification path for 1031 exchanges
GUIDES
CAPITAL GAINS ON RENTAL PROPERTY
How capital gains tax applies when a San Antonio rental property is sold, and how a 1031 exchange can defer that liability
CAPITAL GAINS ON INHERITED PROPERTY
How the stepped up basis rule changes the capital gains math for heirs who sell an inherited San Antonio property
PASSIVE REAL ESTATE INCOME EXPLAINED
How income producing real estate can generate passive cash flow and where that income sits relative to actively managed property
THE QUALIFIED INTERMEDIARY ROLE EXPLAINED
A plain law guide to why a Qualified Intermediary is required and what the role does and cannot do
WHAT IS AN NNN LEASE
A plain language walkthrough of the single, double, and triple net lease structures and what each obligates the tenant to pay
HOW TO REDUCE CAPITAL GAINS TAX ON REAL ESTATE
A survey of lawful strategies, including the 1031 exchange, that can lower or defer the capital gains tax owed on a property sale
REVERSE 1031 EXCHANGE EXPLAINED
A plain law guide to acquiring replacement property before the relinquished property sale closes
THE 180 DAY EXCHANGE DEADLINE EXPLAINED
A plain law guide to the one hundred eighty day closing deadline that runs alongside the identification period
CAPITAL GAINS ON INVESTMENT PROPERTY
A breakdown of how federal capital gains tax is calculated on the sale of investment real estate held in Texas
THE 45 DAY IDENTIFICATION PERIOD EXPLAINED
A plain law guide to the forty five day window for naming replacement property in a San Antonio 1031 exchange
WHAT IS BOOT IN A 1031 EXCHANGE
A plain law guide to cash boot, mortgage boot, and how unreplaced value becomes taxable in an exchange
LIKE KIND PROPERTY EXPLAINED
A plain law guide to what counts as like kind real property under current federal exchange rules
IMPROVEMENT AND BUILD TO SUIT EXCHANGE EXPLAINED
A plain law guide to using exchange proceeds to build or improve replacement property before closing
RELATED PARTY 1031 EXCHANGE RULES EXPLAINED
A plain law guide to the two year holding requirement and other limits that apply when exchanging with a related party
CAPITAL GAINS ON THE SALE OF A HOME
How the Section 121 primary residence exclusion differs from the deferral rules that apply to investment property sales
CAPITAL GAINS TAX ON A SECOND HOME
Why a second home generally does not qualify for the Section 121 exclusion and what that means for a San Antonio owner selling one
DEPRECIATION RECAPTURE EXPLAINED
Why depreciation claimed on a rental property is taxed separately from appreciation when the property is sold
THE SECTION 121 EXCLUSION EXPLAINED
The rules that let a homeowner exclude up to two hundred fifty thousand dollars, or five hundred thousand dollars for a married couple, of gain on a primary residence sale
HOW TO INVEST IN REAL ESTATE
An overview of the main paths into real estate investing, from direct ownership to passive structures, for a San Antonio investor
REAL ESTATE SYNDICATION EXPLAINED
How a syndication pools investor capital into a single property under a sponsor, and why syndication equity generally does not qualify for 1031 exchange treatment
FRACTIONAL REAL ESTATE INVESTING EXPLAINED
The difference between fractional ownership structures that can qualify as 1031 replacement property and those that cannot
REAL ESTATE CROWDFUNDING EXPLAINED
How online crowdfunding platforms structure real estate investments, and why most crowdfunded positions are securities rather than like kind property
COMMERCIAL REAL ESTATE INVESTING EXPLAINED
An overview of the commercial property types available to a San Antonio investor and how each is generally underwritten
BUILDING REAL ESTATE CASH FLOW
How rent, expenses, and debt service combine to produce net cash flow on an income property
IS A RENTAL PROPERTY A GOOD INVESTMENT
A framework for weighing a rental property's cash flow, appreciation, and management demands against other investment options
TRIPLE NET LEASE (NNN) EXPLAINED
How a triple net lease shifts taxes, insurance, and maintenance onto the tenant, and why NNN property is a common 1031 replacement choice
SELF STORAGE INVESTING EXPLAINED
Why self storage facilities have become a popular 1031 replacement property class, and the factors that drive their performance
MULTIFAMILY INVESTING EXPLAINED
How apartment properties are underwritten and why San Antonio's population growth affects multifamily investment demand
APARTMENT BUILDING INVESTING EXPLAINED
The operational and financing differences between small multifamily buildings and larger apartment communities
MOBILE HOME PARK INVESTING EXPLAINED
Why manufactured housing communities can offer stable income, and the diligence points specific to park owned versus tenant owned homes
INDUSTRIAL REAL ESTATE INVESTING EXPLAINED
How warehouse, distribution, and flex industrial properties are evaluated, using San Antonio's I-35 and I-10 corridors as an example
MEDICAL OFFICE INVESTING EXPLAINED
What separates medical office buildings from general office property, including tenant improvement costs and lease structures tied to healthcare providers
TIMELINES
FORWARD 1031 EXCHANGE
Defer capital gains tax by exchanging into replacement property within 180 days
REVERSE 1031 EXCHANGE
Acquire replacement property before selling your relinquished property
SIMULTANEOUS 1031 EXCHANGE
Close on both properties on the same day
DELAYED 1031 EXCHANGE
Standard 45 day identification and 180 day closing timeline
STRUCTURES
DELAWARE STATUTORY TRUST EXCHANGE
Exchange into DST properties for passive investment management
TENANT IN COMMON EXCHANGE
Exchange into fractional ownership of larger commercial properties
BUILD TO SUIT 1031 EXCHANGE
Construct replacement property using exchange proceeds
IMPROVEMENT 1031 EXCHANGE
Use exchange funds to improve replacement property
EXECUTION
TAX
REPORTING
EDUCATION
PLANNING
RENT ROLL ANALYSIS
Review rent rolls for replacement property underwriting
T12 FINANCIAL REVIEW
Analyze trailing twelve month financials for replacement properties
CAPITAL EXPENDITURE PLANNING
Plan capital expenditures for replacement property investments
MARKET COMPARABLES ANALYSIS
Pull and analyze market comparables for replacement properties
LENDER PREFLIGHT SUPPORT
Prepare replacement property packages for lender review
NEED HELP FINDING A SERVICE?
We can help identify replacement properties and coordinate your 1031 exchange needs.