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A Relocating Family Seeks to Reinvest 1031 Monies, Create New Real Estate Investment Portfolio
Challenge:
- Find primary residence that met relocating family's needs and move-in timeframe
- Rapidly identify and close on multiple investment properties to defer taxes on capital gains
Approach:
- Located primary residence and deferred closing until desired move-in date
- Leveraged professional network to identify potential investment properties within IRS-mandated 45-day window
- Worked with agents to close on all new investments within 180-day exchange period
Results:
- Created diverse portfolio of real estate investment properties
- Deferred taxes on all capital investment properties
- Property is appreciating at 10-20% annually
- Client receives healthy rental income stream
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