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1031 Exchanges

#1031 Property Exchanges to Defer Capital Gains Tax

Section 1031 of the Internal Revenue Code allows an investor to defer the payment of capital gains taxes that may arise from the sale of a business or investment property. By using the proceeds of the sale to purchase “like-kind” real estate, taxes may be deferred, as long as the investor satisfies certain conditions. We use industry leaders who offer quality, multiple-owner replacement properties for investors participating in an exchange.

Additional Reasons to Participate

In addition to deferring capital gains taxes, there are a number of other reasons to participate in an exchange using a Delaware Statutory Trust as the qualified vehicle:

  • Relieve the burden of active real estate ownership and property management.
  • Obtain ownership in well managed properties in good locations such as Triple Net Leased Shopping Centers, Multifamily, Medical Offices, Self-storage and industrial properties, etc.
  • Diversify your real estate portfolio by geography and property type.
  • Facilitate estate planning.


For a complimentary 1031 Exchange Analysis Calculation, or to discuss the relevant guidelines and have your questions answered, call us at 707-431-8898 or send a confidential e-mail to