Navigating 1031 Exchanges with NAI Legacy
Preserve Your Equity. Defer Your Taxes. Maximize Your Portfolio ///
At NAI Legacy, we specialize in guiding investors through the complex process of selling investment real estate and leveraging the benefits of a Section 1031 Tax-Deferred Exchange. A 1031 Exchange allows property owners to defer capital gains taxes when selling investment property by reinvesting the proceeds into like-kind real estate, creating an opportunity to preserve equity and scale your portfolio without an immediate tax burden.
Our experienced commercial real estate brokers are well-versed in the intricacies of 1031 exchanges. From initial planning to final closing, we provide a full-service approach that includes:
Strategic Property Valuation & Disposition ///
We market and sell your current investment property, targeting qualified buyers and maximizing value.
1031 Exchange Planning & Advisory: We work alongside your tax and legal advisors to help structure a compliant and efficient exchange strategy.
Replacement Property Identification & Acquisition ///
We leverage our national network to help identify high-quality, like-kind properties that align with your investment goals.
Timeline & Compliance Management: We ensure that your exchange adheres to IRS timelines (45-day identification & 180-day close), avoiding costly tax liabilities.
Access to Passive, Replacement Investment Options ///
Through our affiliated platforms, we can offer access to DSTs, NNN leased assets, and other 1031-eligible options for those seeking passive, hands-off income streams.