Asset focus
Challenges
- Investors often forget that depreciation recapture is taxed separately from the underlying capital gain and at a different rate
- Selling before the one year mark converts the gain to short term, which is taxed at ordinary income rates
- Without advance planning, the tax bill on a large rental sale can consume a significant share of the proceeds intended for reinvestment
What we deliver
- A plain language breakdown of how capital gains tax would apply to your specific rental property sale
- A comparison of the after tax outcome of a taxable sale versus a 1031 exchange
- Coordination notes for structuring the sale as a 1031 exchange if deferral fits your goals
Related services
Find replacement properties for your 1031 exchange
Coordinate standard forward exchanges
Structure reverse exchanges
Manage identification deadlines
FAQ
How quickly can this service move in Austin, TX?
We begin the workflow immediately and keep stakeholders informed across Austin, TX.
Does this service cover markets outside Austin, TX?
Yes. We coordinate local partners so you can execute in any state while staying anchored in Austin, TX.
Who leads lender and Qualified Intermediary conversations in Austin, TX?
We coordinate with your lenders and Qualified Intermediaries, while reminding everyone that we are not a Qualified Intermediary. Every update references the exchange timeline in Austin, TX.
What documentation is delivered?
You receive organized summaries, letters, and trackers that make it easy to brief partners in Austin, TX.