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Dream. Exchange. Prosper.
in the heartof new york
Where Opportunity & Tax Deferral Meet
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Dream. Exchange. Prosper.
1031 Exchange New York connects investors with tax-deferred exchange opportunities across the five boroughs, Long Island, Westchester, Hudson Valley, and all of New York State.
Our network of qualified intermediaries, New York admitted attorneys, and CPAs ensures every exchange meets IRS requirements while navigating NYC-specific complexities like RPTT filings and ACRIS coordination.
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Expert Resources & Guides
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Whether you're looking to sell an investment property, identify replacement assets, or explore complex exchange structures, we're here to help you take the next step in your real estate journey. Discover new opportunities, maximize tax deferral, and turn your investment vision into reality.
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Property Sale & 1031 Exchange Planning
Build the replacement-property plan before selling in New York.
We help New York property owners organize the qualified intermediary, deadlines, reinvestment target, direct-property search, DST education, and independent professional introductions before a closing controls the decisions.
Define what the New York sale is supposed to change.
The next investment after a New York sale should not reproduce the same problem in a new wrapper. The review identifies which responsibilities should remain, which should be delegated, and which should end.
Coordinate the New York sale plan through replacement closing.
We help organize the New York transaction, introduce the independent professionals the facts require, and keep open questions visible. The qualified intermediary, CPA, attorney, brokers, lenders, inspectors, and licensed securities professionals remain responsible for their regulated work.
For the New York exchange, clarify ownership, use, basis questions, debt, expected equity, management goals, and the professionals already involved.
Confirm the qualified intermediary, closing instructions, calendar, lender needs, and a written brief for the New York exchange.
Compare primary and backup candidates against the New York exchange for diligence, financing, control, workload, risk, and ability to close.
Keep the New York exchange team aligned on title, inspections, environmental review, insurance, entity documents, funding directions, and advisor questions.
Compare ownership paths against the same New York sale objective.
The New York comparison is not active property versus a simplified passive option. Each path should be reviewed for decision rights, diligence, leverage, fees, transfer limits, property risk, and a realistic closing schedule.
| Decision | Direct Property | Net-Lease Property | DST Interest |
|---|---|---|---|
| Control | The owner directs leasing, financing, improvements, and disposition. | The owner controls the real estate subject to the tenant and lease. | The sponsor controls the trust and the property. |
| Management | The owner or a hired manager operates the asset. | The lease assigns specified obligations to the tenant. | Professional management removes day-to-day landlord decisions. |
| Liquidity | Liquidity generally requires a property sale or refinance. | Liquidity depends on a future sale, refinance, tenant, and lease market. | Private-placement interests are generally illiquid and transfer-restricted. |
| Primary Review | Title, leases, condition, operations, market, financing, and closing feasibility. | Tenant, guaranty, lease terms, property condition, residual value, and reletting market. | Offering documents, sponsor, fees, conflicts, leverage, property risks, and suitability. |
Continue with the New York transaction issue that needs attention.
Technical identification rules remain available, while these New York resources lead with the sale, replacement search, professional coordination, and ownership decisions that usually come first.
Get the New York 1031 Owner’s Guide.
Submit the short contact form for the New York 1031 Owner’s Guide. It organizes sale facts, advisor questions, replacement criteria, and the exchange calendar into a practical starting checklist.
Educational coordination only. Tax and legal conclusions belong to the property owner’s CPA and counsel. Qualified-intermediary, brokerage, lending, and securities work must be handled by the appropriate independent professionals. DST interests are securities and require eligibility, availability, offering-document, fee, risk, and suitability review through appropriately licensed professionals.
frequently askedquestions
1031 Exchange FAQs
A 1031 exchange, named after Section 1031 of the Internal Revenue Code, allows real estate investors to defer capital gains taxes when selling an investment property by reinvesting the proceeds into a like-kind property. This powerful tax strategy has been used by savvy investors for decades to grow their real estate portfolios tax-efficiently.
The IRS requires that you identify replacement property within 45 calendar days of the relinquished closing and complete the acquisition within 180 days. These deadlines are strict and cannot be extended. Missing either deadline disqualifies the exchange, which is why working with experienced professionals is essential.
Any real property held for productive use in a trade, business, or investment can exchange for other real property of the same use class. This includes multifamily buildings, office properties, retail centers, industrial warehouses, and vacant land. Primary residences and inventory do not qualify.
We connect you with bonded, insured Qualified Intermediaries who specialize in New York real estate transactions. A QI is required to hold your exchange funds and cannot be a related party. Our network includes QIs experienced with NYC-specific requirements like RPTT filings and ACRIS coordination.
Yes, 1031 exchanges work in all five boroughs. However, NYC has additional requirements including the Real Property Transfer Tax (RPTT), mansion tax for properties over $1 million, and coordination with the ACRIS system. We ensure all city-specific filings are properly handled.