1031 Exchange Services in Florida

Defer taxes. Build wealth. Reinvest strategically.

As a Florida Realtor® with Allphase Realty, I help investors successfully navigate 1031 exchanges—identifying replacement properties, coordinating timelines, and ensuring every step aligns with IRS requirements.

What Is a 1031 Exchange?

A 1031 exchange (also known as a like-kind exchange) allows real estate investors to defer capital gains taxes by reinvesting proceeds from the sale of an investment property into another qualifying property.

This strategy helps preserve capital, increase purchasing power, and accelerate portfolio growth.

Key Benefits

• Defer capital gains taxes
• Leverage equity into higher-value properties
• Consolidate or diversify your portfolio
• Transition into different asset types (residential, multifamily, commercial)
• Build long-term wealth and cash flow

1031 Exchange Timeline

Timing is critical in a successful 1031 exchange:

• Day 0: Close on your relinquished property
• Within 45 Days: Identify potential replacement properties
• Within 180 Days: Close on your replacement property

Missing these deadlines can disqualify the exchange, resulting in taxable gains.

How I Help You Succeed

I provide hands-on support throughout your 1031 exchange, ensuring a smooth and strategic transaction:

• Identify high-performing replacement properties across Florida
• Coordinate with qualified intermediaries, attorneys, and lenders
• Analyze investment opportunities (cash flow, ROI, appreciation)
• Ensure timeline compliance and transaction alignment
• Guide negotiations to maximize value

Types of 1031 Exchanges

• Delayed Exchange: Sell first, then purchase replacement property (most common)
• Reverse Exchange: Purchase replacement property before selling
• Improvement Exchange: Use exchange funds to renovate or improve the replacement property

What Qualifies?

• Investment or business-use properties (not primary residences)
• Like-kind real estate (broad definition—most real estate qualifies)
• Equal or greater value replacement property to fully defer taxes

Important Considerations

• You must use a Qualified Intermediary (QI)
• You cannot take possession of the sale proceeds
• Debt replacement and reinvestment levels matter
• Strict IRS timelines must be followed

Disclaimer: This information is for educational purposes only and should not be considered legal or tax advice. Always consult with a qualified CPA or tax advisor.

Florida Investment Opportunities

Florida continues to be one of the strongest real estate investment markets in the country, offering:

• Strong population growth
• High rental demand
• No state income tax
• Diverse investment options from coastal homes to multifamily and commercial assets

I specialize in identifying opportunities in Sarasota, Daytona Beach, New Smyrna, and other high-growth markets across Florida.

Start Your 1031 Exchange

If you’re considering selling an investment property, planning ahead is critical for a successful 1031 exchange.

Let’s build a strategy that protects your profits and positions you for your next investment.

Stephanie Bowie, Realtor®
Allphase Realty
Sarasota, FL & Central Florida
(386) 631-4593
[email protected]