Central Texas 1031 exchanges, handled close to home.
Selling investment property around Austin? A 1031 exchange rolls your full proceeds into the next property and defers the capital gains tax. We hold the funds and track every date.
Two clocks start the day your sale closes. Neither one stops for holidays, financing delays, or a seller who needs another week. We watch both.
A 1031 exchange lets you sell investment real estate, put the proceeds into property of like kind, and defer the tax you would otherwise pay at closing.
Nearly every exchange happens one of two ways: a straight trade of one property for another, or a sale to one party followed by a purchase from someone else. Unless both closings happen at the same table on the same day, federal law requires a qualified intermediary to stand between you and the money.
That is the whole job. You cannot touch the proceeds, not even for an afternoon, or the exchange collapses and the gain becomes taxable. We hold the funds, prepare the agreement, and release the money when it is time to buy.
How an exchange works →- What qualifies
- U.S. real property held for investment or business use
- What doesn’t
- Your homestead, and property bought mainly to flip
- Who holds the money
- A qualified intermediary — never you
A small Austin team that picks up the phone.
The same people, start to finish
You are not routed to a call center. The person who answers your first question is the person who wires your funds on closing day.
Your money stays in Texas
Proceeds sit in a segregated account at a Texas bank between your two closings — not on a national processor’s balance sheet.
We take the complicated ones
Reverse exchanges, build-to-suit, several properties at once. Deals the big shops decline are the ones we are set up for.
We know Central Texas dirt
Travis, Williamson, Hays, Bastrop, and out into the Hill Country — plus the title companies, CPAs, and brokers who work here.
Six steps, and we drive most of them.
Call us first
Before you sign a sale contract, tell us what you are selling and what you hope to buy. We will tell you plainly whether an exchange makes sense. Nothing is owed for the conversation.
Send us the contract
Once you are under contract, we prepare your exchange agreement and send instructions to the title company handling the closing.
Close on the sale
Your closing runs as it normally would, except the net proceeds go into a segregated exchange account at a Texas bank instead of to you.
Identify what you are buying
You have 45 days from that closing to name your replacement property in writing. We send you the form, the rules, and a reminder well before the date.
Close on the purchase
Within 180 days we release the funds to your closing and the replacement property is deeded straight to you.
Report it
Your CPA files IRS Form 8824 with that year’s return. We provide the closing documents and answer whatever they need.
Four types of 1031 exchanges.
Deferred, or forward
Sell first, then buy. We hold the proceeds in between while you find and close on the replacement property.
Reverse
You found the right property before yours sold. We park one side of the trade so you do not lose it waiting.
Construction
Spend exchange funds on both the purchase and the improvements, so the work you build counts toward the exchange.
Simultaneous
Both properties change hands at once, in a single coordinated closing. The original form of the exchange.
Call before you sign anything.
Once the sale closes without an intermediary in place, the exchange is gone. One conversation now protects the whole gain.
No charge for the call.