1031 Exchange Houston

Best 1031 Exchange Houston, TX

We help Houstonians find replacement properties for their 1031 exchanges. We specialize in Houston and Texas, but can find you properties in all 50 states. If you need a qualified intermediary, we can connect you with experienced QIs.

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45 Day identification. 180 Day closing. Important deadlines to know.

How We Help

Property search assistance

We specialize in Houston and Texas, but can help you find replacement properties in all 50 states that meet your 1031 exchange requirements.

Qualified intermediary connections

If you need a qualified intermediary, we can connect you with experienced QIs who handle exchange funds and documentation.

Educational resources

Access information about 1031 exchange rules, timelines, and requirements to help you understand the process.

Local market knowledge

We provide insights into Houston area properties and market conditions to help inform your property search.

Timeline guidance

Understand the 45-day identification and 180-day closing deadlines to help you stay on track with your exchange.

A 1031 exchange defers federal income tax on qualifying real property. Texas does not impose a state real estate transfer tax. Recording fees and title insurance premiums still apply. Review current schedules for Harris County recording fees and Texas title insurance premiums.

How a 1031 Works

Three critical steps to complete your exchange

Sell the relinquished property

Identify replacement properties within 45 days

Close on the new property within 180 days

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Services

Comprehensive 1031 exchange guidance for Houston investors

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Forward Exchange

Coordinate the sale proceeds, identify within 45 days, and close the replacement within 180 days with escrow oversight.

Reverse Exchange

Acquire the replacement asset first through a parked entity while your relinquished property sells on schedule.

Improvement Exchange

Use exchange funds for capital improvements with detailed draw schedules and compliance reporting.

Identification Rules

Structure three property, 200 percent, or 95 percent identification strategies tailored to your acquisition plan.

Timeline Planning

Strategic planning to meet forty five day identification and one hundred eighty day exchange deadlines.

Qualified Intermediary

Engage bonded, insured intermediaries who safeguard funds in segregated accounts with transparent reporting.

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Property Types

Exchange into assets aligned with your investment goals

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Multifamily

Stabilize income with professionally managed Houston multifamily assets aligned to regional demand trends.

NNN

Preserve passive cash flow with single tenant triple net leases backed by creditworthy operators.

Self Storage

Capture resilient occupancy and automated operations across high growth Texas corridors.

Medical Office

Support healthcare tenancy with compliance-focused buildouts near major hospital systems.

Industrial

Leverage port and logistics expansion with modern distribution and flex industrial properties.

Mixed Use

Blend retail, office, and residential income with carefully modeled absorption timelines.

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Houston Coverage

We specialize in Houston and Texas, but can help you find properties in all 50 states

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Interactive Tools

Calculate, estimate, and validate your 1031 exchange with our free tools

Boot Calculator

Calculate boot, cash boot, mortgage boot, and estimated tax implications for your exchange.

Exchange Cost Estimator

Estimate total exchange costs including QI fees, title insurance, and recording fees.

Identification Rules Checker

Validate your property identification against the 3-property, 200%, and 95% rules.

Frequently Asked Questions

What are the 45 day and 180 day rules?

The IRS requires written identification of potential replacement properties within 45 calendar days of closing the relinquished asset and mandates that the exchange conclude within 180 calendar days or the tax filing deadline, whichever comes first.

What qualifies as like kind property?

Real property held for productive use in a trade, business, or for investment qualifies if the replacement asset is also real property within the United States that will be held for similar qualifying purposes.

What is boot and how is it taxed?

Boot is any non like kind property received, such as cash, debt relief, or personal property. Boot is generally taxable to the extent of realized gain and must be reported on IRS Form 8824.

How are recording fees and title costs handled in Texas?

Recording charges and title insurance premiums remain the responsibility of the investor and can often be settled with exchange funds when properly documented in the closing statement.

Can I perform a reverse exchange?

A reverse exchange is possible when the replacement property is parked with an exchange accommodation titleholder and all exchange steps are completed within the safe harbor timelines.

How do I report the exchange on IRS Form 8824?

Complete IRS Form 8824 for the tax year in which the relinquished property transfer occurred, detailing the timelines, property values, and any boot received. Coordination with your tax advisor is essential.