Your 1031 Exchange Isn't Complete at Closing
Your QI's job ends when the property closes. Your CPA files the return. But who's checking the 1031 exchange documentation in between?
Nearly half the 1031 exchanges we review contain errors—costing investors thousands every year in missed depreciation and overpaid taxes.
Real Clients, Real Savings
Every situation is different. Here's how we've helped investors just like you.
The "Good Idea" That Almost Cost Mike Over $500,000
Mike wanted to pull cash out before his 1031 exchange. One question changed his mind—and saved him over $100K/year. Here's what happened.
Read the full storyThe $1.2 Million Mistake: When "You're Too Old to Exchange" Is Dead Wrong
Carl's tax advisor said he was "too old to exchange." That advice cost him $1.2 million. Learn why age is never a disqualifier for a 1031 exchange—and what options Carl should have considered.
Read the full storyTurning Lemons into Lemonade: How One Smart 1031 Exchange Increased After-Tax Income by over 50%
Discover how strategic 1031 exchange planning and DST selection turned a projected $100,000 income drop into $640,000 in tax savings. Learn how after-tax income rose 58% in this real client case study
Read the full storyIs Your Exchange Actually Optimized?
Pull last year's tax return and run through these five checks. Most investors find at least one red flag.
Five things you can check on your tax return right now to see if money is being left on the table — no tax expertise required.
Get the Free GuideOur Services
Whether you're planning an exchange, in the middle of one, or optimizing one you've already completed
Before Your 1031 Exchange
Pre-Closing Services
Working with an Investor Approaching a Sale?
We partner with professionals to ensure their clients' exchanges are optimized
For QIs
Clean handoffs with complete documentation your clients will appreciate
For Financial Advisors
Deepen client relationships with tax optimization expertise
For Tax Professionals
Specialist support for complex 1031 exchange filings
For Real Estate Pros
Add value for clients selling investment properties
See How Much You Could Save
Use our interactive calculator to estimate your potential tax savings. Get instant results with no obligation.
Run My NumbersNot Sure Where to Start?
Schedule a 15-minute call with our team. We'll help you understand your options and determine the best approach for your situation.