U.S. 1031 Exchange Services, Inc

Call Directions Website Contact the practice

U.S. 1031 Exchange Services, Inc 🏠 | Navigating 1031 Exchanges w/ Confidence We are a Qualified Intermediary for 1031 tax-deferred exchanges.

We assist clients defer taxes on the sale of property held for investment or used in a trade or business by completing a simultaneous, delayed, reverse or construction exchanges.

𝐒𝐄𝐋𝐋𝐈𝐍𝐆 𝐌𝐎𝐑𝐄 𝐓𝐇𝐀𝐍 𝐎𝐍𝐄 𝐏𝐑𝐎𝐏𝐄𝐑𝐓𝐘 𝐈𝐍 𝐓𝐇𝐄 𝐒𝐀𝐌𝐄 𝐄𝐗𝐂𝐇𝐀𝐍𝐆𝐄? 𝐖𝐀𝐓𝐂𝐇 𝐓𝐇𝐄 𝐅𝐈𝐑𝐒𝐓 𝐂𝐋𝐎𝐒𝐈𝐍𝐆.When multiple relinquished properties are t...
10/16/2026

𝐒𝐄𝐋𝐋𝐈𝐍𝐆 𝐌𝐎𝐑𝐄 𝐓𝐇𝐀𝐍 𝐎𝐍𝐄 𝐏𝐑𝐎𝐏𝐄𝐑𝐓𝐘 𝐈𝐍 𝐓𝐇𝐄 𝐒𝐀𝐌𝐄 𝐄𝐗𝐂𝐇𝐀𝐍𝐆𝐄? 𝐖𝐀𝐓𝐂𝐇 𝐓𝐇𝐄 𝐅𝐈𝐑𝐒𝐓 𝐂𝐋𝐎𝐒𝐈𝐍𝐆.

When multiple relinquished properties are transferred as part of the same exchange but close on different dates, the 45-day identification period and exchange period begins with the 𝐞𝐚𝐫𝐥𝐢𝐞𝐬𝐭 𝐭𝐫𝐚𝐧𝐬𝐟𝐞𝐫.

That means the clock may already be running while the remaining properties are still closing.

For investors consolidating several properties into one larger investment, timing should be mapped out before the first sale occurs.

One early closing can affect the schedule for the entire exchange.

U.S. 1031 Exchange Services, Inc.
📞 941-366-1300
🌐 us1031.com

10/14/2026

Want to complete a 1031 exchange without managing another rental property? A Delaware Statutory Trust, or DST, may offer a more passive way to stay invested in real estate while potentially meeting 1031 exchange requirements.

In this video, we break down how Delaware Statutory Trusts work and why some real estate investors consider them when looking for replacement property. DSTs can provide access to professionally managed real estate, passive ownership, and opportunities to diversify across different properties or markets.

But DST investing also comes with important trade-offs. Investors may face limited liquidity, less control over property-level decisions, fees, market risk, and changing real estate conditions that can affect performance.

If you are comparing traditional rental ownership with passive real estate investing, understanding both the potential benefits and the risks is essential. A DST may simplify property ownership for certain investors, but it is not the right fit for everyone.

This video is especially helpful for property owners considering a 1031 exchange, investors researching DST real estate investments, and anyone interested in reducing the day-to-day responsibilities of managing rental property.

Before making any investment or tax-related decision, consider speaking with qualified tax, legal, and financial professionals about your specific situation.

👉Subscribe for more videos about 1031 exchanges, Delaware Statutory Trusts, passive real estate investing, and investment property strategies.

𝐁𝐔𝐘𝐈𝐍𝐆 𝐀 𝐏𝐑𝐎𝐏𝐄𝐑𝐓𝐘 𝐓𝐇𝐀𝐓 𝐂𝐎𝐌𝐄𝐒 𝐖𝐈𝐓𝐇 𝐅𝐔𝐑𝐍𝐈𝐓𝐔𝐑𝐄 𝐎𝐑 𝐄𝐐𝐔𝐈𝐏𝐌𝐄𝐍𝐓?Here is a lesser-known identification rule.For purposes of the ...
10/14/2026

𝐁𝐔𝐘𝐈𝐍𝐆 𝐀 𝐏𝐑𝐎𝐏𝐄𝐑𝐓𝐘 𝐓𝐇𝐀𝐓 𝐂𝐎𝐌𝐄𝐒 𝐖𝐈𝐓𝐇 𝐅𝐔𝐑𝐍𝐈𝐓𝐔𝐑𝐄 𝐎𝐑 𝐄𝐐𝐔𝐈𝐏𝐌𝐄𝐍𝐓?

Here is a lesser-known identification rule.

For purposes of the 1031 replacement-property identification limits, property that is normally transferred with a larger property may be treated as incidental rather than as an additional separately identified property when its total fair market value does not exceed 𝟏𝟓% 𝐨𝐟 𝐭𝐡𝐞 𝐥𝐚𝐫𝐠𝐞𝐫 𝐩𝐫𝐨𝐩𝐞𝐫𝐭𝐲'𝐬 𝐯𝐚𝐥𝐮𝐞.

That can matter with properties such as furnished apartments or other real estate transferred with ancillary assets.

Important distinction: this rule helps with the 𝐢𝐝𝐞𝐧𝐭𝐢𝐟𝐢𝐜𝐚𝐭𝐢𝐨𝐧 𝐫𝐮𝐥𝐞𝐬. It does not automatically make personal property eligible for Section 1031 tax deferral.

U.S. 1031 Exchange Services, Inc.
📞 941-366-1300
🌐 us1031.com

𝐇𝐢𝐝𝐝𝐞𝐧 𝟏𝟎𝟑𝟏 𝐅𝐚𝐜𝐭: 𝐘𝐨𝐮𝐫 𝐓𝐚𝐱 𝐁𝐚𝐬𝐢𝐬 𝐃𝐨𝐞𝐬 𝐍𝐨𝐭 𝐒𝐢𝐦𝐩𝐥𝐲 𝐒𝐭𝐚𝐫𝐭 𝐎𝐯𝐞𝐫A successful 1031 Exchange can defer eligible gain—but that d...
10/09/2026

𝐇𝐢𝐝𝐝𝐞𝐧 𝟏𝟎𝟑𝟏 𝐅𝐚𝐜𝐭: 𝐘𝐨𝐮𝐫 𝐓𝐚𝐱 𝐁𝐚𝐬𝐢𝐬 𝐃𝐨𝐞𝐬 𝐍𝐨𝐭 𝐒𝐢𝐦𝐩𝐥𝐲 𝐒𝐭𝐚𝐫𝐭 𝐎𝐯𝐞𝐫

A successful 1031 Exchange can defer eligible gain—but that does not mean the tax history of the old property disappears.

Generally, the tax basis from the relinquished property carries into the replacement property, with adjustments for items such as additional money invested, gain recognized, and other transaction factors.

Why does this matter?

Your basis can affect:
• Future taxable gain
• Depreciation deductions
• The tax impact of a later sale
• Long-term portfolio planning

Think of a 1031 Exchange as 𝐦𝐨𝐯𝐢𝐧𝐠 𝐭𝐡𝐞 𝐭𝐚𝐱 𝐨𝐛𝐥𝐢𝐠𝐚𝐭𝐢𝐨𝐧 𝐟𝐨𝐫𝐰𝐚𝐫𝐝, not erasing it.

That is why accurate records from each exchange should be retained for future tax planning.

U.S. 1031 Exchange Services, Inc.
📞 941-366-1300
🌐 us1031.com

10/08/2026

What if your next 1031 exchange could keep you invested in real estate without the tenant calls, repair requests, and leasing headaches? A Delaware Statutory Trust, or DST, can offer eligible investors a way to exchange into professionally managed real estate while stepping away from many of the day-to-day responsibilities of being a landlord.

With a DST, you purchase a beneficial interest in real estate owned by the trust rather than managing an individual rental property yourself. A professional sponsor typically handles property operations, leasing, maintenance, and other management responsibilities.

For real estate investors who have spent years dealing with tenants, vacancies, contractors, and unexpected repairs, this type of passive real estate investment may be worth exploring. DSTs are commonly considered by investors looking for potential replacement property options during a 1031 tax-deferred exchange.

A Delaware Statutory Trust can also provide access to institutional-quality commercial real estate that may be difficult for an individual investor to purchase directly. However, DST investments come with their own risks, fees, restrictions, and suitability considerations, so it is important to review the offering carefully with your tax, legal, and financial professionals.

If you're considering selling an investment property and want to learn more about 1031 exchange options, passive ownership, and DST real estate investing, this video is a great place to start.

👉 Follow for more 1031 exchange, real estate investing, and wealth-building strategies.

𝟏𝟎𝟑𝟏 𝐄𝐱𝐜𝐡𝐚𝐧𝐠𝐞 𝐓𝐢𝐩: 𝐏𝐫𝐨𝐩𝐞𝐫𝐭𝐲 𝐑𝐢𝐠𝐡𝐭𝐬 𝐂𝐚𝐧 𝐌𝐚𝐭𝐭𝐞𝐫 𝐓𝐨𝐨A 1031 Exchange is not always limited to a traditional building or parc...
10/02/2026

𝟏𝟎𝟑𝟏 𝐄𝐱𝐜𝐡𝐚𝐧𝐠𝐞 𝐓𝐢𝐩: 𝐏𝐫𝐨𝐩𝐞𝐫𝐭𝐲 𝐑𝐢𝐠𝐡𝐭𝐬 𝐂𝐚𝐧 𝐌𝐚𝐭𝐭𝐞𝐫 𝐓𝐨𝐨

A 1031 Exchange is not always limited to a traditional building or parcel of land.

Certain qualifying real-property interests—such as some easements or other rights in real estate—may potentially qualify, depending on how they are structured.

It is a lesser-known benefit of 1031 planning and a reminder that the structure of the property interest matters just as much as the property itself.

U.S. 1031 Exchange Services, Inc.
📞941-366-1300
🌐us1031.com

09/30/2026

A 1031 exchange can help real estate investors defer capital gains taxes, but that doesn’t mean every replacement property is automatically a good investment. In this video, we break down some of the biggest 1031 exchange challenges investors face when trying to complete an exchange successfully.

From strict 1031 exchange timelines to finding the right replacement property, there are several moving pieces that can complicate the process. Investors may also run into questions about using all of their exchange funds, purchasing a property for less than the one they sold, or making improvements to a replacement property.

One of the biggest lessons is that the tax benefits of a 1031 tax-deferred exchange should never outweigh the fundamentals of a good real estate investment. Even when an investor is motivated by capital gains tax deferral, the numbers still need to make sense.
We also discuss what sellers should understand when
dealing with a 1031 exchange buyer. A buyer may be working under a deadline and may have identified multiple replacement properties, which can introduce additional considerations when negotiating and moving toward closing.

Whether you're selling an investment property, searching for a replacement property, or simply learning how Section 1031 exchanges work, understanding these potential obstacles can help you prepare for the process.

This conversation covers replacement property identification, investment property values, exchange funds, purchase decisions, seller considerations, and why experienced investors still focus on the economics of every deal.

Subscribe for more real estate investing, 1031 exchange, commercial real estate, and property investment insights.

Hidden Rule: Your First Replacement Property Identification Is Not Necessarily FinalMany investors assume that once a re...
09/30/2026

Hidden Rule: Your First Replacement Property Identification Is Not Necessarily Final

Many investors assume that once a replacement property is identified, they are locked in.

During the 45-day identification period, an investor may generally revoke an earlier identification and replace it with another property—as long as the change is properly documented in writing before the original deadline.

This flexibility can be valuable if a deal falls through, due diligence reveals an issue, or a better opportunity becomes available.

The key: changing your identification does not restart the 45-day clock.

U.S. 1031 Exchange Services, Inc.
📞941-366-1300
🌐us1031.com

We are truly grateful for the trust our clients place in us.Thank you for your kind words and for allowing U.S. 1031 Exc...
09/25/2026

We are truly grateful for the trust our clients place in us.

Thank you for your kind words and for allowing U.S. 1031 Exchange Services to be part of your exchange journey. It means a great deal to our team to know our service, communication, and guidance made a positive difference.

We appreciate every client we have the opportunity to serve.

09/23/2026

A 1031 exchange doesn’t eliminate your tax bill—but it can help you defer taxes and keep more of your real estate equity invested. If you’re selling an appreciated investment property, understanding how a 1031 exchange works could make a major difference in your next move.

When you sell investment real estate for a gain, that sale can create an immediate taxable event. Depending on your situation, capital gains taxes and depreciation recapture may reduce the amount of equity you have available to reinvest.

A properly structured 1031 exchange allows qualifying real estate investors to sell one investment property and reinvest the proceeds into eligible replacement property while deferring certain taxes. Instead of paying those taxes immediately, the tax liability generally carries forward into the new investment.

That distinction matters because a 1031 exchange is about tax deferral—not tax elimination. The benefit is that more of your capital can potentially remain invested, giving you additional purchasing power for your next rental property, commercial property, or other qualifying real estate investment.

For investors looking to grow a real estate portfolio, reposition assets, exchange into a different market, or move from one investment property to another, a 1031 exchange can be an important strategy to understand.

There are specific IRS rules, deadlines, and requirements involved, so proper planning before the sale is critical.

Want to learn whether a 1031 exchange could fit your next real estate transaction? Comment “1031” and I’ll be in touch.

👉 Follow for more real estate investing, property strategy, and 1031 exchange tips.

Address

3400 S. Tamiami Trail, Suite 304
Sarasota, FL
34239

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

Telephone

+19413661300

Alerts

Be the first to know and let us send you an email when U.S. 1031 Exchange Services, Inc posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Practice

Send a message to U.S. 1031 Exchange Services, Inc:

Shortcuts

Share

Category