1031 Exchange · 30-Minute Call

You’re done being a landlord. You want to defer capital gains tax.Two questions left: how it’s done, and what you exchange into.

Thirty minutes on your situation — your closing date against day 45 and day 180, and what qualifies as replacement property in your case.

Free · 30 minutes · Phone or video

Your briefing is on its way. It should reach your inbox in the next minute or two — check spam if it does not. While you are here, put your dates in front of me.

You're on the calendar.

A confirmation with the call details is on its way to your inbox. Two things that make the call more useful:

Have the property address and your rough purchase date handy.
If you're already in contract, note your closing date — that date sets both clocks.

Need to reach me sooner? (214) 203-9192

What thirty minutes gets you

Three things the briefing can't do, because they depend on your numbers.

What you could exchange into

Like-kind is a wider category than most sellers assume — it does not have to be another rental house. We'll talk through what qualifies for a property like yours, and what that opens up.

Your dates on a calendar

Day 45 and day 180 both run from your closing date, concurrently — not back to back. We'll put yours on the calendar, including which tax year the sale lands in and which identification rule fits.

Whether to do it at all

An exchange isn't always the right answer. Depreciation recapture, replacing debt, and how the sale interacts with the rest of your tax year all factor in. If a straight sale serves you better, I'll say so.

Rather just call?

(214) 203-9192