UNDERSTANDING THE 1031 EXCHANGE PROCESS

Defer Taxes & Grow Wealth with a 1031 Exchange

A 1031 Exchange allows real estate investors to defer capital gains taxes by reinvesting proceeds from one property into another “like-kind” property. At The Calvillo Group, we specialize in helping clients navigate this process strategically and successfully.

What is a 1031 Exchange?

Named after Section 1031 of the Internal Revenue Code, it allows you to:

  • Sell an investment property
  • Reinvest into a new commercial property
  • Defer taxes on capital gains


Key Timelines to Know

  • 45 Days: Identify potential replacement properties
  • 180 Days: Complete the purchase of a new property

Both periods start from the date of sale.

Benefits of a 1031 Exchange

  • Defer capital gains and depreciation recapture taxes
  • Increase your cash flow or reposition your portfolio
  • Move from management-heavy assets to passive NNN leases
  • Consolidate or diversify real estate holdings

Our 1031 Exchange Services Include

  • Exchange strategy consultation
  • Coordination with qualified intermediaries
  • Identification of suitable replacement properties
  • Timely negotiation and transaction support
  • Post-acquisition portfolio planning

Ready to defer taxes and grow your portfolio?

REQUEST A CONSULTATION