Defer Capital Gains Taxes with a 1031 Exchange

If you own investment property and are considering selling and then buying another property,
then you should know about the 1031 tax-deferred exchange.

In real estate, a 1031 exchange is a swap of one investment property for another that allows capital gains taxes to be deferred.

General Rules of a 1031 Exchange

A 1031 exchange gets its name from Section 1031 of the U.S. Internal Revenue Code, which allows you to avoid paying capital gains taxes when you sell an investment property and reinvest the proceeds from the sale within certain time limits in a property or properties of like kind and equal or greater value. In general, any real estate held for investment or business purposes in the US is considered like-kind, and the difference in type, grade, or quality doesn’t matter.

Have you already decided to perform a 1031 exchange?

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Caleb helped me sell my 4-unit apartment building in Long Beach and purchase another investment property, which substantially increased my return. His experience with investments combined with his expertise of the local market made a substantial difference when it came to getting me top dollar for my property and strongly negotiating a favorable price on my next investment. Not only is Caleb an excellent negotiator, but he is personable and easy to get along with. He kept me informed every step of the way and truly operated with my best interest in mind. I would recommend the team at Sage Real Estate 10 times out of 10.

Juan and Caleb were awesome to work with. They helped me and my family sell a property that we had owned for over 30 years and re-invest in the area that we moved to. We were amazed that they were able to accomplish this in the middle of the COVID-19 pandemic. They communicated regularly throughout the transaction and made sure we understood each step. They successfully negotiated on our behalf several times and got us top dollar for our property. Anyone considering buying or selling deserves to work with the team at Sage Real Estate, as they are highly skilled and super easy to work with.

Juan and Caleb were the best realtors you could ever ask for. My wife and I were new to the process of buying a home. They were accommodating, easy to work with, and super helpful in walking us through the process. We never felt pressured into making a decision and they were patient with us as we decided on the right home for our new family. I would recommend them time and time again. They are master negotiators and were able to find the correct asking price for our home without going over budget. Throughout the entire process they were in constant communication with us and made this experience one to remember.

I was referred to Juan by a good friend of mine who has been in real estate for years and knows good, honest, reputable people. I called Juan and I knew immediately he was a class act. He was very helpful with guiding me into making realistic, appropriate investment decisions. He never tried to sell me anything and always had my best interest in mind. His knowledge and understanding of market trends and real estate was vast and had me thinking outside the box. He returned my calls in a timely manner and was always engaged in my current situation. I highly recommend him to anyone wanting to buy, sell or modify their property!

Juan is responsive and very pleasant to work with. He handled the sale of our 4-plex in Spring 2020 in the midst of unchartered market conditions with the covid-19 pandemic. With his experience, expertise, and knowledge he attracted the right Buyer as soon as our unit was listed. His video and ads were created efficiently and looked professionally done. In a week, we were in escrow. He answered any questions and was very proactive in anticipating the next steps. We will not hesitate to use his service again when needed. My husband and I highly recommend Juan and Sage Real Estate Group.

Juan was referred to me by a good friend that focuses on multi-family real estate because we needed help with our current property. Juan gave us great advice on how to proceed and even reached out to his contacts in the city to get us accurate information. I will definitely do business with Sage Real Estate again since he is very thorough and truly cares about his clients.

After contemplating whether or not I should sell one of my investment properties, I reached out to Juan and Amber for some guidance. Juan showed me how I could sell this property and reinvest my money in another property to achieve a higher return. Juan and Amber have helped me oversee my rental for several years and they have done an exceptional job. They made selling a smooth, stress-free experience and are now helping me locate my next income property. I highly recommend the team at Sage Real Estate for all your real estate needs.

Sage Real Estate Group and their whole team greatly exceeded all my expectations when it came to selling my home! Their attention to detail, market knowledge, and care throughout the entire experience made selling my home stress free and enjoyable. I will highly recommend them over and over again. They got me top dollar for my home surpassing my goal. Thank you Sage Real Estate Group!

I had the pleasure of having Amber as my agent. She made the whole buying and selling process so smooth! I heard from multiple friends to buckle up, because selling and buying was such a headache. But with Amber, everything was so easy! She was very responsive to calls, texts and emails.. even my silly ones. She knew the Long Beach market very well and helped us find our perfect home. We’d definitely use Amber again. I highly recommend!

Juan was extremely helpful in helping us sell our apartment in Inglewood.. this was a mom and pop investment for my husband and so we needed lots of TLC along the way. Juan was always present to answer our questions/ concerns which was very helpful during this stressful time. Should we be in the market in the future.. Juan would be our go-to-guy!!! ❤️❤️

Juan and Amber helped my wife and I buy our first home. They took great care of us, from helping us find the right property in Long Beach to shepherding us through making an offer and navigating escrow. It goes without saying that the market out here is competitive, but they understand it well and know how to strategize so we could win a house that we absolutely love. They also made sure the right questions were asked and that no detail went overlooked. Throughout the process they continued to provide trustworthy, professional recommendations for the things that always come up before and after the sale. We can’t recommend them enough and will be sure to work with them again!

The Sage Real Estate Team is awesome! They made the process of purchasing my first property extremely smooth and stress-free. We were able close escrow in less than 30 days. My realtor was Juan, he helped me from beginning to end by showing me several listings, submitting the initial offer, negotiating purchase terms, home inspection, and personally handing me the keys at closing. If you are interested in buying or selling real estate, whether it be a condo, a house, or an investment property, Sage Real Estate is your best bet!

For anyone in the market who wants to buy or list and sell their property there is one name I feel comfortable referring and that is Juan Huizar with Sage Real Estate Group. His personable approach and attention to detail is amazing. He is willing to do what it takes to get the right marketing message out to the potential buyers and the same for sellers as well. He helped me with my commercial property lease and tenant agreement and my wife Ana and I could not be happier!

Juan Huizar is trusted Real Estate professional who has guided me through multiple Real Estate transactions over the last 13 years. I highly recommend him and count on him for all me real estate needs!

Juan at Sage Real Estate Group is awesome. I bought my first property back in February (a duplex). Since it was my first ever purchase I was very nervous and anxious. He is a true professional and had a lot of patience while working with me...I never felt pressured and he explained the process every step of the way. He was very approachable and readily available when I had any questions or concerns. I will definitely seek his help on my next purchase! -Lis

My wife and I wanted to sell our 4-plex in Long Beach in spring 2020 but were nervous about the market condition and everything else going on with COVID-19 and the lootings. Juan did an excellent job in navigating the entire transaction. His ad on the MLS as well as the video looked great and attracted the right buyer. Juan is not only very knowledgeable in real estate, but also has lots of experience with all different kinds of situations. He could not have managed the process better, making sure everybody was comfortable every step of the way until closing. My wife and I are highly recommending Juan and would be happy to answer any questions by phone.