Using Section 1031 to Maximize Real Estate Wealth and Income
Selling an investment property? A Section 1031 exchange lets you defer federal & State capital gains and depreciation recapture taxes — and put every dollar back to work in replacement property. But an exchange is more than a transaction. Before you sell, you need a plan.
Increase Cash Flow
Exchange low or no cash flow properties into ones with more cash flow potential.
Build Wealth
Trade one property into two or more, and grow what you own.
Less Management
Move out of management-intensive properties into ones that are more maintenance free.
Diversify
Spread your portfolio of investment properties to reduce risk.
Relocate
You can relocate your current holdings by exchanging into a new state.
Your EWI Advisor Team
Edmund & Wheeler are experienced professionals who have been successfully executing 1031 exchanges for many years — focusing on accomplishing your overall goals rather than just facilitating an exchange. We work with you before, during and after the exchange, greatly increasing the success of your overall exchange strategy.
Education and Strategy Consulting
Understand your options and shape the plan before you sell.
Execution of the Exchange
Every document, deadline and dollar handled inside the 45 and 180 day windows.
Replacement Strategies
Integrated with your estate and personal planning, so the exchange fits the bigger picture.
“My goal with this real estate venture was to build long-term financial independence, and the 1031 was by far the most significant aspect of the deal in helping reach that goal. A 1031 is without a doubt the way to go. In the future I will be coming back to you.”