Introduction

At Pivot Point, we specialize in facilitating seamless 1031 exchanges, ensuring that every client benefits from our deep industry knowledge and meticulous compliance oversight to optimize their tax advantages and investment continuity.

Pivot Point Mission

To deliver exceptional 1031 exchange services, guiding clients through every step of the exchange process with precision and strategic foresight.

Pivot Point Team

Our team emphasizes a collaborative strategy, dedicating time to comprehend your individual objectives and creating a customized portfolio that optimizes the potential of your real estate ventures.

1031 Exchange Services

From identification to completion, we manage all aspects of the 1031 exchange process, including proper documentation, secure holding of exchange funds, and timely acquisition of replacement properties.

Consultation and Planning

Personalized consulting to align your 1031 exchange with broader financial goals, ensuring your investments work cohesively with your long-term objectives.

Ongoing Support and Compliance

Continuous support post-exchange to navigate future investment opportunities and ensure ongoing compliance with IRS regulations.

Case Types

Commercial Real Estate Exchange

Explore how we facilitated a multi-million-dollar commercial portfolio exchange that diversified an investor's holdings and deferred significant capital gains taxes.

Residential Development Swap

Learn about how we assisted a client in exchanging residential development land for a high-value apartment complex, maximizing their investment benefits.

Frequently Asked 1031 Questions

What is a 1031 Exchange?

1031 exchange, also known as a like-kind exchange, allows investors to defer paying capital gains taxes on an investment property when it is sold, as long as another similar property is purchased with the profit gained by the sale.

Who qualifies for a 1031 Exchange?

Any property owner holding property for investment purposes or for productive use in a trade or business can qualify for a 1031 exchange, provided all IRS requirements are met.

What are the time limits for completing a 1033 Exchange?

The IRS requires that the replacement property must be identified within 45 days of the sale of the original property, and the exchange must be completed within 180 days.

Can I use 1031 Exchange for vacation properties?

Yes, vacation properties can qualify if they are rented out and meet specific usage criteria established by the IRS to ensure they are held for investment purposes.

What are the risks involved in a 1031 Exchange?

Risks include strict adherence to IRS deadlines, proper identification of like-kind properties, and potential market risks involved in hurried transactions to meet exchange deadlines.

Contact us today to schedule a consultation and learn how we can help you leverage the benefits of 1031 exchanges.