Montgomery Advisers has more than thirty-five years experience working with §1031 Exchanges, also known as like-kind exchange. Specializing in complex exchange types such as Reverse, Delayed and Parking-Lot exchanges.
As an adviser to many Qualified Intermediary (Accommodators) with so much experience in performing exchanges, Montgomery Advisers offers you the knowledge of experts in the exchange process.
Let our advisors aid you in finding your replacement property and helping you relinquish your current one. As the Tax-Deferred experts Montgomery Advisers can show you the highest equity saving potential for your like-kind exchange. |
Some benefits to performing a §1031 Exchange are:
- No immediate tax obligation
- Improved cash flow through deferring payment of capital gains taxes
- Consolidation or diversification of business or investment holdings
- Leverage all equity to purchase a replacement property |
How Can a §1031 Exchange Benefit You?
The §1031 exchange process allows exchangors of investment property to diversify their real estate assets. An investor can choose to sell a small investment property for a larger property or vice versa. Investment property owners also have the option to exchange one property for several properties or merge several properties into one. Investors can achieve geographical diversity by exchanging their real estate holdings anywhere in the United States. There are many choices and opportunities available and Montgomery Advisers will help find the best Qualified Intermedary(Accommodator) for your needs.
For the benefit of both internal and external advisors, Montgomery 1031 Exchange Solutions seeks:
•Rescue missed revenue opportunities
•Strengthen and create client loyalty
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Montgomery Advisers has a dedicated staff to focus entirely on providing services for the Tax-Deferred exchange, equity management and asset allocation. Committed to providing the highest level of service throughout your entire process, our advisers can assist you in all aspects of your exchange from replacement property selection to escrow services.
Montgomery Advisers provides non-traditional solutions for issues surrounding the concentration of real estate wealth.
Traditional solutions do not utilize an interdisciplinary approach with Advisors operating in silos:
—Loans
—Deposits
—Managed Assets |
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QI:
Qualified Intermediary assists in the
exchange of property for 1031 use.
§1031 Exchange:
Section 1031 of the Internal Revenue Code, 26 U.S.C. § 1031
Tax-Deferred:
Proceeds from their transaction under
the Internal Revenue Code Section 1031 will
enable the seller to avoid immediate payment
of capital gains taxes due to the profit of the sale.
Replacement Property:
Property which will be "purchased" in trade
for the proceeds from your sale, this property
is of equal or greater value than the sold property
and is viewed as an equal trade of profits.
Equity:
Positive cash or value from a sale or
measure of a properties value if/when sold.
Relinquished Property:
This is the "sold" property in a 1031 Exchange,
which results in the profit or positive equity
used to trade property.
Boot:
Any assests recieved from an exchange that is not "Like-Kind".
Cash Boot:
Cash gained from an exchange that is not "Like-Kind".
Personal Property:
Non-real estate exchange in which the property of an individual,
i.e. RV, Boat, etc. is used instead of real estate.
Constructive Receipt:
Having unrestricted control of the equity from
property sold, will invalidate an exchange.
Exchangor:
The owner of the investment property looking to make an exchange.
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