What You Need to Know About a 1031 Exchange

What You Need To Know:

  • A 1031 Exchange is one of the most powerful tax strategies available when selling and buying investment real estate property.

  • Section 1031 of the tax code allows property owners to defer capital gains taxes on the sale of their real estate held for investment or business purposes and reinvest those proceeds into another investment.

  • When contemplating the sale of investment property or when you’ve reached an agreement to sell investment property, contact CATIC Exchange immediately to help answer any questions about initiating a 1031 Exchange.

  • An exchange agreement must be entered into prior to the first transaction closing. We will send you a documentation packet.

  • CATIC Exchange is a full-service qualified intermediary (QI) and is needed to prepare the exchange documents and hold the proceeds from the sale in escrow. 

  • Contact CATIC Exchange at (860) 904-2108 or info@caticexchange.com if you have a question, need a recommendation, or want us to walk you through the process.



Why Consider a 1031 Exchange?

There are many advantages to structuring your investment transaction as a 1031 Exchange.


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