09/03/2026
🌴 Selling investment real estate in California?
Many investors are familiar with the federal rules surrounding a 1031 exchange—but California has state-specific reporting requirements that are important to understand before closing.
Depending on the facts and circumstances, California may continue to track deferred
gains after an exchange into property located outside the state. This can result in
ongoing filing obligations and future tax considerations if the replacement property is
later sold in a taxable transaction.
📌 If you're exchanging California investment property, now is a great time to have a
conversation with your CPA and tax advisor. Understanding the rules before closing can
make the planning process more informed.
Every situation is different. Consult with qualified tax, legal, and financial professionals
regarding your individual circumstances.
–
DST investments are speculative, illiquid and can expose investors to risks including the potential loss of the entire investment principal, potential property value loss, foreclosure and loss of management control. Past performance is not a guarantee of future results. Securities offered through 1031 Securities, Inc., member FINRA/SIPC. 1031 Securities, Inc. and 1031 Financial are unaffiliated.
See “Intro” for further details.