Montana 1031 Exchange Services
Expert Qualified Intermediary maximizing your property's potential through 1031 Tax Deferred Exchange
Why A 1031 Exchange?
Unlock the Power of Your Property
- Tax Deferral: a 1031 tax deferred exchange can maximize your investment potential by deferring capital gains taxes, allowing you to reinvest the full amount of your proceeds with the help of a qualified intermediary.
- Portfolio Diversification: Seamlessly transition between property types or locations to better align with your investment strategy through a 1031 exchange.
- Increased Cash Flow: Upgrade to properties that generate higher rental income or appreciate faster, enhancing your cash flow and overall return on investment.
- Estate Planning: Preserve wealth by strategically managing property exchanges, which can be passed on to heirs with significant tax advantages.
Types of 1031 Exchanges
Delayed Exchange: The most common type of 1031 exchange, where the sale of the original property and the purchase of the replacement property occur at different times, with up to 180 days to complete the exchange transaction.
Simultaneous Exchange: Both the sale of the original property and the purchase of the replacement property happen on the same day with the assistance of a qualified intermediary.
Reverse Exchange: The replacement property is acquired before the original property is sold, allowing investors to secure a new property prior to selling their existing property.
Construction or Improvement Exchange: Allows investors to use exchange funds to improve the replacement property, as long as the construction is completed within the exchange period.
Personal Property Exchange: Similar to real estate 1031 tax deferred exchanges but involves the exchange of personal property like equipment or vehicles, subject to specific rules and limitations.
You have questions? We have answers!
Does my transaction qualify?
Maximize your section 1031 tax deferred exchange with our expert Qualified Intermediary services. We have more than 40 years of real estate, title and 1031 exchange experience! Find out more: