Found 2 blog entries tagged as tax-deferred exchange.

Investor Notes | Like-Kind Exchange

1031 Exchanges and the 200% Rule: When It Applies, When It Does Not, and What Investors Need to Know


1031 Tax Deferred Exchanges 200% Rule

There is a particular kind of Gulf Coast conversation that happens in quiet, practical tones, usually after somebody spots a property that feels like a smart hold. It is not flashy. It is strategic. “If I sell this, can I roll it into the next one and defer the tax.”

That is where a 1031 like-kind exchange comes in, and where the identification rules start to matter. The rule I see investors trip over most often is the “200% rule,” not because it is complicated, but because it shows up when you are trying to keep options open. :contentReference[oaicite:0]{index=0}

“The 45-day clock is not…

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Top 5 Things to Know About 1031 Tax-Deferred Exchanges on the Gulf Coast

Tax Deferred Exchanges Gulf Coast

Gulf Coast real estate has a rhythm that investors respect: seasonality, insurance realities, HOA rules, and the way one well-positioned property can quietly outperform for years. When it’s time to sell and reposition, a 1031 tax-deferred exchange is one of the most powerful tools available, but it rewards precision and punishes assumptions. The IRS is very clear that this strategy is a tax deferral, not a tax eraser. 

“On the Gulf, the best 1031 exchanges are planned backwards from the deadline, not forwards from the listing date.”

I’m writing this as an investor resource you can bookmark, share, and use as a checklist. If you’re actively…

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