Where the sale stands
Confirm whether the sale has closed, whether a qualified intermediary is involved, and which 1031 deadlines apply.
Match by situation
Selling investment property can put important decisions on a short deadline.
Capivise helps you find an advisor who understands property sales, capital gains, 1031 exchanges, replacement property, and DSTs. You can discuss the deadlines, your options, and what should happen to the proceeds.
Start with the situation you are facing.
Capivise asks what is happening, when decisions must be made, who is already helping you, and what you want from an advisor. Your answers help identify relevant experience.
Your options
Learn about replacement property, DSTs, backup plans, cash needs, and what happens if you do not complete an exchange.
Relevant experience
Look for an advisor familiar with property sales, 1031 exchanges, and working with tax professionals.
Decisions around the property sale
- 1031 exchange deadlines
- Replacement property options
- DSTs and passive ownership
- Income, liquidity, and capital gains
Experience to look for
- Property sales and 1031 exchanges
- Working with qualified intermediaries and tax professionals
- DST education and suitability questions
- Backup plans if the exchange does not work
Find an advisor for this situation.
The first question asks what is happening. From there, Capivise asks about timing, amount, who is helping you, and what you want from an advisor.