Avanti Consultants helps investors through the 1031 Exchange Process.

We offer assistance from beginning to end, helping you to sell your existing property and find a replacement property within the 1031 exchange guidelines.  Our goal is to help you achieve a  greater return on your investment in addition to the tax benefits of a 1031 Exchange.  Here are the requirements to defer taxes on a sale under Section 1031:


Requirements To Defer Taxes on a Sale Under Section 1031:

1.  Purchase equal or greater value.
2.  Reinvest all net equity.
3.  Never touch the proceeds.

Basic Exchange Rules Only

The basic exchange rules:
1.  Completed within strict time frame (180 days).
2.  Must identify replacement within 45 days.
3.  Same or greater value as relinquished property.
4.  Re-invest all proceeds.
5.  Obtain equal or greater debt.
6.  Property must be held for investment/business purpose.

1031 Exchange/45 Day Rules

Method #1 - The taxpayer may identify a maximum of three (3) replacement 
                     properties without regard to fair market value ("3 property rule).

Method #2 - 200% Rule.  Allows identification of more than three (3) but the total 
                    aggregate value of all properties identified cannot exceed 200% of the
                    relinquished property value.

Method #3 - 95% Rule.  If taxpayer does not follow the two previous rules, the 
                    exchange will qualify if the exchanger acquires 95% of the total fair 
                     market value of all identified replacement properties.

Our commitment to providing excellent service for investors has enabled us to become a Platinum Rewards Provider with 1031 Exchange Advantage.  This designation allow us to offer our clients significant savings on their exchanges.

If you would like to learn more about our services, please call us at 858-663-7000.
Anna Marzouk
Anna Marzouk
Realtor
516 Fifth Ave. San Diego CA 92101