When evaluating replacement properties, you must consider whether you’re interested in managing your new property or if it could require additional capital expenditures in the future. Understanding the various replacement property options and their benefits could be a key component in achieving your goals.

Join one of Legacy's professional partners and Qualified Intermediary, Russell Marsan, as he breaks down the foundational concepts of 1031 Exchanges and the role of a Qualified Intermediary in this recorded webinar.

A successful exchange doesn’t have to be confusing or stressful. Here are ten basic steps to complete a 1031 Exchange.

The strict requirements of a 1031 Exchange only add to the complexity of the process. Here are the five critical rules for a successful 1031 Exchange.

Many investors forgo the successful completion of their 1031 Exchange by making these avoidable mistakes.

Mr. and Mrs. Walters have just retired at age 67 and 68. During the real estate downturn, they acquired three rental homes in the Central Valley for $200,000 each. They borrowed $140,000 on each. They did a refinance with cash out on two properties.

The Smiths sell a ranch in Central California and exchange into a new ranch in Arizona, but have a $350,000 tax liability.

The Johnsons deferred a $725,000 tax liability and strategically diversified their proceeds to help manage risk and provide management-free income potential for their retirement.