1031 Exchange Services


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1031 Real Estate Exchange Services

Root Realty provides offers a complete line of 1031 Real Estate Exchange Services. Whether you need a safe-harbor for the exchange of funds, a complete reporting of the exchange to the IRS or a simple consultation, we can customize a tax-deferred exchange to meet your specific needs.

What is a deferred exchange? A 1031 tax deferred exchange represents a simple, strategic method for selling one qualifying property and the subsequent acquisition of another qualifying property within a specific time frame. An exchange is different than buying one property and selling another because the entire transaction is memorialized as an exchange and not a sale. You benefit by reduced capital gains taxes.

Tax, Business, Reverse Exchanges and More

  •  Forget about the headaches of managing investment property
  • Unlock the equity that has appreciated in your investment property
  • Defer capital gains taxes on appreciated real estate
  •  Diversify your real estate portfolio

Our knowledgeable and experienced staff can help with a whole range of 1031 tax-deferred exchange situations. You deserve all benefits that can be derived from the use of 1031 tax-deferred exchanges. That's our objective with every project we engage.

Do you think that your lending institution might benefit from doing a 1031 exchange? If so, Root Realty would be happy to assist in determining if an exchange is appropriate. Our initial consultation is complimentary.  Don't delay - maximize the return on your investment now.

If you are considering selling or looking for a replacement property we can help.

Contact us today.

Visit the National Association of Realtors Field Guide to 1031 Exchanges