Exchange Operations

1031 exchange services for Denver investors

Every service aligns with IRS timelines, intermediary procedures, and Colorado market realities. Use the search field to jump directly to a service or request a consultation if you need a custom scope.

63 results

Property Paths

Replacement Property Identification

Nationwide property sourcing aligned with forty five day identification rules and investor criteria.

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Guides

Capital Gains Tax on Rental Property Explained

How federal and Colorado capital gains tax applies when a rental property sells, and how a 1031 exchange defers that liability by reinvesting in like kind real property.

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Guides

Capital Gains Tax on Inherited Property Explained

How the stepped up basis rule reduces or eliminates capital gains tax on inherited real estate, and when heirs still benefit from a 1031 exchange.

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Guides

Passive Real Estate Income Explained

How investors generate real estate income without day to day management, and which passive structures preserve 1031 exchange eligibility.

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Execution

Qualified Intermediary Coordination

QI selection, escrow instruction coordination, and fund disbursement oversight throughout the exchange.

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Structures

DST Placement Coordination

Delaware Statutory Trust introduction and placement coordination with licensed securities providers.

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Guides

What Is an NNN Lease

A definitional guide to the triple net lease, how it differs from gross and modified gross leases, and what expenses shift from landlord to tenant.

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Guides

How to Reduce Capital Gains Tax on Real Estate

A plain language overview of the legal tools available to reduce or defer capital gains tax on real estate, with a focus on how a 1031 exchange compares to the alternatives.

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Guides

Reverse Exchange Rules Explained

How a reverse exchange lets an investor close on replacement property before selling the relinquished property, using the exchange accommodation titleholder safe harbor.

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Guides

The One Hundred Eighty Day Exchange Deadline Explained

How the one hundred eighty day closing window is calculated, why it runs alongside the identification period instead of after it, and what triggers an earlier deadline.

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Property Paths

Industrial Property Identification

Warehouse, distribution, and flex space replacement properties with tenant credit and lease term review.

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Guides

The Qualified Intermediary Role Explained

Why a qualified intermediary is required under the safe harbor rules, what disqualifies a party from serving in that role, and how exchange funds stay outside investor control.

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Guides

Capital Gains Tax on Investment Property Explained

What counts as investment property for capital gains purposes, how the tax is calculated, and why a 1031 exchange is the primary deferral tool for qualifying real estate.

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Guides

The Forty Five Day Identification Period Explained

Plain language guide to how the forty five day identification clock starts, what counts as a valid identification, and why the deadline never moves.

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Property Paths

Multifamily Replacement Sourcing

Apartment and multifamily asset identification across major markets with rent roll analysis and cap rate evaluation.

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Property Paths

NNN and STNL Property Sourcing

Triple net lease and single tenant net lease replacement property identification featuring corporate-guaranteed tenants and hands-off income structures.

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Property Paths

Medical Office Replacement Sourcing

Healthcare real estate identification with provider credit review and lease stability assessment.

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Property Paths

Self Storage Replacement Sourcing

Self storage facility identification with occupancy trends and market demand analysis.

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Property Paths

Retail Replacement Sourcing

Retail center and shopping plaza identification with anchor tenant stability and foot traffic evaluation.

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Property Paths

Land Replacement Identification

Raw land and development site identification for long term appreciation strategies.

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Property Paths

Mixed Use Replacement Sourcing

Mixed use property identification combining residential, retail, and office components.

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Property Paths

Hospitality Replacement Sourcing

Hotel and resort property identification compliant with Rev Proc 2008-16 safe harbor requirements.

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Timelines

Forty Five Day Identification Strategy

Identification letter drafting, three property rule planning, and two hundred percent rule calculations.

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Timelines

One Hundred Eighty Day Closing Coordination

Deadline tracking, lender coordination, and closing timeline management to meet IRS requirements.

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Structures

Reverse Exchange Coordination

Parking arrangements and exchange accommodation agreement coordination for reverse 1031 structures.

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Structures

Improvement Exchange Planning

Build to suit and improvement exchange structures with qualified escrow and construction timeline coordination.

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Structures

Delayed Exchange Coordination

Standard delayed exchange structure with qualified intermediary assignment and escrow coordination.

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Execution

Due Diligence Coordination

Property inspection scheduling, environmental review coordination, and lender deliverable management.

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Execution

Rent Roll Analysis

Tenant lease review, income verification, and occupancy trend analysis for replacement property evaluation.

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Execution

T12 Financial Review

Twelve month trailing financial statement analysis and NOI calculation for replacement property underwriting.

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Execution

Capital Expenditure Planning

Replacement property capital expenditure forecasting and reserve planning for long term ownership.

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Execution

Market Comparable Analysis

Local market comparable property analysis and cap rate benchmarking for replacement property evaluation.

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Execution

Lender Preflight Coordination

Replacement property financing pre approval and lender deliverable coordination to meet closing deadlines.

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Tax

Boot Calculation Analysis

Cash boot and mortgage boot calculation to minimize recognized gain and optimize tax deferral.

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Tax

Basis Calculation Support

Replacement property basis calculation and depreciation schedule planning for tax reporting.

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Reporting

Form 8824 Preparation

IRS Form 8824 data compilation and documentation assembly for CPA submission.

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Reporting

Exchange Documentation Assembly

Transaction summary compilation, expense log organization, and reporting package assembly.

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Reporting

CPA Coordination

Tax advisor coordination and reporting package handoff for accurate tax return filing.

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Reporting

Attorney Coordination

Real estate attorney coordination for purchase agreement review and closing document oversight.

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Education

Exchange Strategy Consultation

Initial exchange feasibility analysis, timeline planning, and intermediary selection guidance.

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Education

Identification Rules Education

Three property rule, two hundred percent rule, and ninety five percent rule explanation and planning.

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Guides

Understanding Boot in a 1031 Exchange

A plain law explanation of cash boot and mortgage boot, how each becomes taxable, and how investors structure a purchase to avoid triggering either one.

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Guides

Like Kind Property Requirements Explained

What counts as like kind real property after the Tax Cuts and Jobs Act, and why holding purpose matters more than property type.

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Guides

Improvement and Build to Suit Exchange Rules

How investors use exchange funds to build or improve replacement property before taking title, and the deadlines and title arrangements that make it work.

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Guides

Related Party Exchange Rules Explained

The two year holding requirement for exchanges between related parties, and the exceptions and traps investors should understand before transacting with family or related entities.

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Guides

Capital Gains Tax on a Home Sale Explained

How the Section 121 exclusion shelters gain on a primary residence sale, and what happens when a property does not fully qualify as a primary residence.

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Guides

Capital Gains Tax on a Second Home Explained

Why a vacation or second home is treated differently than a primary residence or a rental, and what conversion steps make a second home eligible for a 1031 exchange.

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Guides

Depreciation Recapture Explained

How unrecaptured Section 1250 gain is taxed when a depreciated property sells, and how a 1031 exchange defers recapture along with the capital gain.

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Guides

The Section 121 Home Sale Exclusion Explained

The ownership and use tests behind the two hundred fifty thousand and five hundred thousand dollar home sale exclusions, and how Section 121 can combine with a 1031 exchange.

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Guides

How to Invest in Real Estate Explained

An overview of the main paths into real estate investing, from direct ownership to passive structures, and where a 1031 exchange fits for investors exiting existing property.

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Guides

Real Estate Syndication Explained

How a real estate syndication is structured between a sponsor and limited partners, and why most syndication equity does not qualify for a 1031 exchange.

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Guides

Fractional Real Estate Investing Explained

How tenancy in common and Delaware Statutory Trust structures let investors own a fractional interest in institutional grade real estate while keeping 1031 eligibility.

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Guides

Real Estate Crowdfunding Explained

How real estate crowdfunding platforms are structured, what investors actually own, and why most crowdfunded positions fall outside 1031 exchange eligibility.

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Guides

Commercial Real Estate Investing Explained

An overview of the major commercial real estate asset classes, how they differ in risk and management, and how a 1031 exchange lets investors move between them.

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Guides

Building Real Estate Cash Flow Explained

How leverage, lease structure, and property selection shape cash flow, and how a 1031 exchange lets an investor reposition into stronger cash flowing property tax deferred.

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Guides

Is a Rental Property a Good Investment

A factual look at the cash flow, appreciation, tax, and management tradeoffs of owning rental property, and how those tradeoffs change with a 1031 exchange in the picture.

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Guides

Triple Net Lease (NNN) Investing Explained

How triple net lease ownership works, why it appeals to investors who want passive income, and why it is one of the most common 1031 exchange replacement property types.

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Guides

Self Storage Investing Explained

Why self storage facilities attract investors seeking low overhead and stable demand, and how self storage functions as a 1031 exchange replacement property.

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Guides

Multifamily Investing Explained

An overview of multifamily real estate as an asset class, how financing and underwriting differ from single family rentals, and its fit as a 1031 exchange replacement.

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Guides

Apartment Building Investing Explained

What it takes to own and operate an apartment building directly, from unit mix and class to renovation strategy, and how apartment buildings serve as 1031 replacement property.

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Guides

Mobile Home Park Investing Explained

How the land lease model behind mobile home park ownership works, and why the land and infrastructure, not the homes themselves, typically qualify for a 1031 exchange.

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Guides

Industrial Real Estate Investing Explained

Why warehouse, distribution, and flex space demand has grown, how industrial leases are structured, and how industrial property functions as a 1031 exchange replacement.

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Guides

Medical Office Investing Explained

How medical office buildings differ from standard office space in tenant credit and lease structure, and why they are a common 1031 exchange replacement property.

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Ready to Start Your 1031 Exchange?

Contact our Denver-based team for expert guidance on your Colorado 1031 exchange.