In order to successfully complete a 1031 Exchange, specific IRS guidelines must be followed.

These guidelines include:

Use of a Qualified Intermediary: Use of a Qualified Intermediary: A qualified intermediary must be retained to complete the 1031 Exchange. Furthermore, specific language within the sales contract for the relinquished property allowing certain rights should be included. The intermediary will hold all of the sales proceeds and assist you throughout the process.

Identification and Completion Timelines: Identification of potential replacement properties must be made within 45 days from the sale date of the relinquished property. The acquisition of one or more of the identified replacement properties must be completed within 180 days from the date the relinquished property was sold.

Full Reinvestment: In order to fully defer all capital gains tax, all net proceeds from the relinquished property sale must be reinvested. Likewise, the percentage amount of debt associated with the replacement property must be at least equal to the percentage amount of any debt repaid on the sale of the relinquished property in order to fully defer all capital gains tax, unless additional cash is contributed to cover such debt.











	While a 1031 Exchange offers a unique opportunity to reinvest gain and receive tax deferral and growth potential, however, it is not a simple transaction and is not for everyone. When evaluating whether a 1031 Exchange is right for you, you should consult your tax professional regarding the specifics of your situation.

For more information, please call 303.798.5407 or toll-free 866.442.5381

Disclaimer: At certain places on this website, live "links" to other internet addresses can be accessed. Such external internet addresses contain information created, published, maintained, or otherwise posted by institutions, organizations or individuals independent of CapWest Securities, Inc. CapWest Securities, Inc. does not endorse, approve, certify, or control these external internet addresses and does not guarantee or assume responsibility for the accuracy, completeness, efficacy, timeliness, or correct sequencing of information located at such addresses. Use of any information obtained from such addresses is voluntary, and reliance on it should only be undertaken after an independent review of its accuracy, completeness, efficacy, and timeliness. Reference therein to any specific commercial product, process, or service by trade name, service mark, manufacturer, or otherwise does not constitute or imply endorsement, recommendation, or favoring by CapWest Securities, Inc. All information was obtained from sources believed to be reliable, but is not guaranteed and is subject to change without notice.

No part of this site may be reproduced or transmitted in any form by any means (electronic, photocopy, recording, or otherwise) without the written permission of CapWest Securities, Inc., Lakewood, Colorado. CapWest Securities, Inc. is securities licensed to transact business in all 50 states. This website is not intended as a solicitation of business.

Copyright CapWest Securities, Inc. All rights reserved. Web Design