1031 Exchange Success in Action

Discover real-world stories of clients who saved on taxes through strategic 1031 exchanges.

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1031 Exchanging Into Multiple Properties Leads to Saving $105K in Capital Gains Tax

By completing a 1031 exchange, Susan successfully deferred over $100,000 in capital gains taxes and reinvested the proceeds from a vacation rental into four income-generating properties and securing a steadier revenue stream.

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Moving an Investment Closer to Home While Deferring Taxes

When Ted wanted to simplify his portfolio and avoid capital gains taxes, a 1031 exchange helped him seamlessly transition from an out-of-state rental to a higher-value Florida property—all while deferring taxes and improving long-term investment potential.

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How One Client Exchanged a Rental for a Hassle-Free DST Investment

With the help of Equity 1031 Exchange, a retired investor used a 1031 exchange to transition from hands-on property management to a diversified Delaware Statutory Trust portfolio—preserving his equity, deferring taxes, and securing passive income to support his retirement lifestyle.

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Transforming Vacant Land into Income-Generating Investments

By utilizing Equity 1031 Exchange, a North Carolina landowner transformed a $1.6 million sale into a diversified, income-producing retirement portfolio—using rental homes and Delaware Statutory Trusts to defer taxes and secure long-term financial stability.

TESTIMONIALS

What Our Customers Say:

"Thank you. We will definitely refer you to any friends that are interested in a 1031 exchange.”

"Absolutely the best. Theresa went out of her way to help me and was always there to answer all my questions, she made it easy for me to do my 1031. I would not hesitate to recommend to anybody looking to do a 1031."

"Excellent service. Always follows through. A company you can count on."

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