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Let’s plan ahead

A 1031 exchange is an IRS process that allows you to save 30- 40% in taxes on the profits from the sale of your property. You must hire a 1031 Accommodator (that’s what we are) to make sure you are following the protocols correctly.

What can I buy?

We love an empowered and educated seller/investor. We’ve gathered a set of tools and resources to help do just that. Click any of the tabs below to learn more.

Turn-Key Single Family

Rented, managed and appreciating single-home rental properties nationwide
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Delaware Statutory Trust

Management-free AAA sponsored properties nationwide, diverse range of investments
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Triple Net Lease

Secure income, Fortune 500 corporate tenant, managed by tenant
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Cash Out

Tax-free and money in your pocket, can invest equity up to 87%
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Land

High appreciation rates, diversification investment
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Find Your Own Property

Searching for a future vacation property or a home for retirement? Find your new place
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Second Homes / Vacation Homes

Generate rental income from a vacation or second property and use personally each year
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Improvement Exchange

Make improvements to your replacement property, satisfy your 1031 exchange 
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Make a 1031 work for you

Based on your goals, there are various ways you can make a 1031 Exchange work for you. There are more to 1031 tax exchanges than simply just wealth building.

Of course, there is an opportunity to “make more money”, but it can also serve as an investment that serves as a safe and stable income stream that doesn’t require investment property management or is a property in a beautiful location that can be personally used from time to time.

These should all factor into your investment decision. Schedule a consultation call with an Apex 1031 Specialist to discuss your ideas. Take a closer look at some of your options:

Options and ideas from Apex

Browse through our gallery of different 1031 exchange ideas and reach out to our experts with any questions.

Option 1

The Vacation Exchange

Appreciating Property with Great Returns. A Home Away From Home
A paradise of your own! Whenever and wherever you choose, the possibilities are endless. Why not buy a vacation home with the proceeds from your 1031 exchange? Take advantage of resources like Airbnb™, Vacasa™, and other short term rental companies to make sure your vacation rental is occupied. 1031 Exchange rules allow owners to use the vacation property for part of the year, so they can have a cash-flowing investment property AND have a place to visit - now that’s a good deal! 

Option 2

Retirement 1031 Replacement

The Management-Free/Retirement Exchange

Passive Dependable Income
Want to have dependable income without the responsibility of managing the Three T’s (tenants, toilets and trash)? Luckily there are lots of options for 1031 reinvestments that do NOT require investment property management! The Triple Net Lease investments allows you to solely own a single-tenant building that is rented to a Fortune 500 company, for example, Starbucks, or Dollar General. These companies, your tenants, will be held responsible for all repairs, insurance, and property tax payments. They sometimes even offer rent guarantees for up to 15 years! The second investment option is called a Delaware Statutory Trust. This investment allows you to own a fractional interest in large commercial properties The properties are managed by a “Sponsor” who is responsible for everything and simply sends you a check each month. Start enjoying these management free real estate assets today!

Option 3

The Make More Money Exchange

Diversify and move up!
Have a lot of equity? In some situations, when a property has considerably gone up in value and a lot of equity has been built up, that equity isn’t generating the monthly income it could be if it were potentially invested elsewhere. With a 1031 Exchange, you can sell that property and reinvest in properties that can offer higher monthly cash-flow, such as Turn-Key Single Family Rentals, Short-term Rentals, Vacation Rentals, or Commercial Investments. 

Option 4

The Move-In Exchange

Buy something initially for investment, and move in after a few years, tax-free!
Did you know that you can live in your investment property after a few years without triggering a tax-bill? While you must initially purchase the property for investment purposes, being aware of your options for future use of the property is always beneficial. This exchange option can give you a great opportunity to use the investment property you own in a location you’d want to live in the future! This is subject to IRS rules and requirements. Be sure to review the policies before making any purchases.

Option 5

The "I Need Cash" Exchange

Get the cash you need without triggering a tax bill!
Need cash from your sale? If you take a Cash Boot (refers to the money you elect to take at closing), you will pay capital gains taxes on it. However, if you reinvest the money into a new property and pull it out with a Cash-Out Refinance Loan, or Line of Credit instead, you can avoid triggering those capital gains taxes, while still having access to your cash! Why pay the taxes if you can get your cash tax-free?
Do I qualify? checkmark icon

Do I qualify for a 1031 exchange?

Read from the list below to see if your property may qualify to take advantage
 of a 1031 Exchange. Or, take our quiz!

Even if your property cannot be sold tax free, we will let you know about any 
tax breaks that you may be able to take advantage of.

Type of property

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Contact Information

Please reach out with any questions or to start your exchange process. Fill out our form to the left, or via the methods below. Thank you.

Address
5355 Avenida Encinas Ste 203,
Carlsbad, CA 92008

Mobile
866.944.1031

Address
[email protected]