1031 EXCHANGE

A 1031 exchange occurs when someone wants to swap one investment property for another, while deferring part or all of the capital gains taxes.

LEARN MORE ABOUT THE 1031 EXCHANGE

A regular 1031 exchange allows an investor to sell their relinquished property, have from the close of escrow 45 days to identify a new property and a total of 180 calendar days to complete the transaction. During a 1031 exchange, Rubicon works with a qualified intermediary to help facilitate the exchange.

Another type of 1031 exchange that is offered is a reverse exchange. In a reverse exchange, the client purchases the replacement property first, and from the close of escrow have 180 days to sell their relinquished property. Often times for clients, a reverse exchange can be difficult to complete due to financing issues. In a reverse exchange, the qualified intermediary takes title to the replacement property. With the qualified intermediary on title, clients often have a hard time acquiring financing from a conventional lender. This is where Rubicon steps in and makes the exchange possible, and is a valuable resource. At Rubicon, all loans are asset based, providing our clients with the funds to quickly acquire the replacement property and complete the reverse exchange in a short period of time.

Call Us to Get Started

Call: (925) 283-8919

For Example:

Buy replacement property for $1MM, Sell existing property for $1MM (free and clear) +$1MM replacement property Value + $1MM relinquished property value
= $2MM Total Equity

    • Loan to Value: 60%
    • Can lend up to $1.2MM
    • Can cover closing costs

*example above also work with all commercial property types.

A 1031 exchange occurs when someone wants to swap one investment property for another, while deferring part or all of the capital gains taxes.