1031 Exchange Advantage

At P.S. Platinum, we want to give our clients the tools they need to make smarter real estate investment choices.  This is why we have decided to offer our clients a free 1031 Exchange consultation with our 1031 Exchange expert, David Greenberger of 1031 Exchange Advantage in Carlsbad, CA.

1031 Exchange: The Basics

Section 1031 of the IRS code allows you to buy and sell real estate without paying any taxes. However, you must know the rules.

Ideal situations for a 1031 Exchange:

• Need to relocate due to divorce? You can sell your home tax-free.
• Want to sell your vacation property? Sell tax-free and avoid losing 30-40% of your profits in taxes.
• Have your kids gone off to college? Buy a new home tax-free.
• Time to retire? Invest in real estate tax-free.
• Want to fix up a property with tax-free money? No problem.
• Exchange into a better investment.

Types of exchangeable properties:

• Residential Properties
• Multi-Family
• Home Office
• Triple Net Leases (NNN)
• Delaware Statutory Trust (DST)
• Condo Hotels
• Oil and Gas
• Raw Land
• Foreclosure
• Cash-Out Options

In the words of David Greenberger, our 1031 Exchange expert, “Death and taxes are certain unless you exchange.”