Asset focus
Challenges
- Homeowners sometimes assume a 1031 exchange is available for a straightforward home sale, when the home sale exclusion is the applicable rule instead
- Renting a home for a short period before selling does not automatically make the entire gain eligible for a 1031 exchange
- Failing to track the years of qualifying use can lead to confusion about exclusion eligibility
What we deliver
- A plain language explanation of which set of rules applies to your specific home sale
- A timeline review of your ownership and use history relevant to the Section 121 exclusion
- A referral path to a 1031 exchange conversation if your property has a genuine investment use component
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.