1031 exchange services

Build and Protect Your Wealth with 1031 Exchanges

Let’s face it, the exchange process can be overwhelming, and the 1031 tax code was literally designed to daze and confuse. But with our proven strategies and systems we make it simpler than ever before.

From identifying your ideal replacement property , to navigating federal and local legal requirements within the required 180 days, our team will guide you every step of the way. And unlike most financial service providers , BridgePoint advisors are available 24 / 7 to answer any call, so you can rest assured that your 1031 exchange will be executed seamlessly – protecting your hard earned equity and freeing up more of your valuable time to focus on what really matters.

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At BridgePoint Realty, Inc. we stand by a simple axiom for success.

If you can afford to keep it – don’t sell, but if you must, always do so by trading your hard earned equity for an investment vehicle that suits your needs or that of your heirs. Generational wealth isn’t created overnight and fortune favors those who hold.

1. Consultation & Pre-Sale Preparations

We prioritize your personal goals and timeframes to ensure a smooth 1031 experience from start to finish with proactive identification of ideal replacement properties “uplegs” and early detection/mitigation of potential obstacles like title clearance requirements, Trust doc revision, and possible financing limitations.

2. Selling your Property

“THE DOWNLEG”

Whether you’re trading one property or your entire portfolio, we strategically orchestrate the sale of your downleg(s) with the highest respect for your hard earned equity, and your timeframes. Especially when combining multiple sales for multiple uplegs, we structure your closings so you always stay in the driver’s seat.

3. Buying A Replacment Property

“THE UPLEG”

With your sale proceeds secured by a qualified intermediary (accommodator) we are ready to deploy and close escrow on your replacement property “the upleg”. We make sure you have ample time to comfortably investigate, negotiate & finance your new property within the required 180 day IRS timeline.

4. Report Exchange

Escrow will report your initial tax withholding with the required state franchise tax board 593 form, but dont forget (we won’t let you ) to complete your other FTB required form 3840 and IRS required form 8824 at tax filing time, which is required for each property sold in a like kind 1031 exchange.

1301 Exchange Flow

Why your advisor matters!

Our Proven Strategies for Simplifying the 1031 Process

Time and again, we hear horror stories of missteps in the exchange process that trigger irreversible tax consequences , usually at the hand of inexperienced brokers. Our teams collective experience guiding clients through thousands of exchanges, employs proven strategies to stay ahead of timelines. This approach minimizes stress, expands your upleg options, and maximizes your ROI.

1031 Exchange Calculator

Understanding the tax implications of selling an investment property is crucial. Federal and state capital gains taxes, Medicare tax, and depreciation recapture can significantly impact your proceeds. Our calculator provides a valuable estimate of your potential tax obligations, empowering you to make informed reinvestment decisions. To ensure compliance and optimize your financial strategy, we advise consulting with your tax and legal advisors before entering into any exchange.

Taxable Gain if property is sold

Selling Price
Closing Costs (-)
Adjusted Selling Price
Original Purchase Price
Capital Improvement (+)
Cost Basis + Improvement
Deprecation Taken (-)
Adjusted Basis
TOTAL TAXABLE CAPITAL GAIN
if property is sold (or deferred if property is exchanged)

Tax on Gain

Capital Gain Tax on Profit (Line 3 less Line 6 × 15%)
Recapture Depreciation (Deprecation taken × 25%)
Your State Income Tax Rate
ESTIMATED TAX due if property is sold (or amount deferred if exchanged)

Before and After Tax Proceeds

Selling Price
Balance Due on All Loans (-)
Equity
Selling Costs (-)
Proceeds Before Tax
Total Tax Due (-)
Net Sale Proceeds After Tax if property is sold

Exchange Reinvestment Requirements

For deferral of all gain, the replacement propertiy(ies) must cost at least
The amount of cash that you must reinvest must be at least