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1031 Exchange – Resources and Tools

1031 Exchange: A common real estate practice with origins in the IRS code section 1031, which allows investors to essentially swap one property for another in an effort to defer capital gains taxes. The two properties must be “like-kind” properties and used in a trade or business as an investment. 1031 exchanges must meet multiple other requirements. If executed successfully, however, investors can save large amounts via deferred capital gains taxes, which helps spur ongoing investment.

after-tax cash flow analysis
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Forecasting After-Tax Cash Flow in Real Estate Analysis (Updated May 2024)

When modeling real estate investments, industry practice is generally to stop at before-tax cash flow, rather than after-tax cash flow. And this makes sense in most instances. No two owners of real estate have the exact same tax situation and…
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What to Look for in a 1031 Qualified Intermediary – A Real Estate Investor’s Checklist

With several decades of experience in commercial real estate, we've become adept at navigating the complexities of 1031 exchanges. Recognized as a powerful tool in the United States, 1031 exchanges allow for the compounding of lifetime real…
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1031 Exchange – List of Concepts and Terms

Welcome to our comprehensive list of concepts and terms common to the 1031 Tax-Deferred Exchange. This resource is crafted to help professionals, investors, and others understand the terms used as part of a 1031 exchange in real estate. The…
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1031 Exchange – Overview and Analysis Tool

A 1031 Exchange, or Like-kind Exchange, is a strategy in which a real estate investor can defer both capital gains tax and depreciation recapture tax upon the sale of a property and use that money, which has not been taxed, to purchase a like-kind…
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The Insider’s Edge to Real Estate Investing with James Nelson | S3SP21

In the newest episode of the A.CRE Audio Series, James Nelson, principal and head of Avison Young's Tri-State Investment Sales Group (as well as an active CRE investor himself), shares his insights and expertise on various aspects of real estate…
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The Real Estate Entrepreneur Journey From Employed to Self-Employed with Drew Breneman | S3SP20

In the ever-changing landscape of commercial real estate, Drew Breneman's path from being employed to becoming self-employed serves as an inspiring example for any professional aspiring to follow the real estate entrepreneur journey. In this…
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Understanding Taxes Series: Part 1 – Depreciation

Investing in real estate provides some tremendous tax incentives in the USA compared to other investments and is an important component to understanding real estate investing. Given the positive response I've received to my Understanding Leases…