1031 Exchange Hub
1031 Exchange Managers should be responsive, transparent, quick and know how the exchange affects your Financial Plan.
Our approach to 1031 Exchanges:
Being able to right-size your properties to fit your business and personal investment expectation without tax loss is a key hurdle to maintaining your wealth. We aim to preserve our client’s wealth in their real estate holdings by helping them upsize, downsize or pivot their real estate portfolio in the most tax-efficient way possible.
Having a Financial Planner that can assist, not only with determining the right asset but also can detail the long-term distribution and tax mitigation strategy to keep more of your investment returns intact.
Exchanges preserve investment returns:
Capital gain tax is an inherent risk to real estate returns. We try to keep those returns a part of the total portfolio for clients by either rolling the gains into the next building or project, changing the building/income type to meet the needs in the client’s InSight-Full® plan, or structuring alternatives for clients looking to wind down real estate holdings in a more tax-efficient way while still preserving access to income.
It’s your money and your tax risk, we just try to help you keep it productive and untaxed.
Recent Successes:
Resources for InSight 1031 clients:
1031 Exchange Success Checklist
Exchange Manager Fees
1031 Calculator
Tax Mitigation Playbook
Infographics and Explainers
All InSight 1031 Articles
Usefull Links
Key Reading for 1031 Beginners:
Key Reading for 1031 during the Engagement:
1031 Exchange Articles:
Fix and Flip Taxes: Why the IRS May Treat Your Profit as Ordinary Income, Not Capital Gain
A renovated home sells quickly, and the project appears profitable. The tax outcome, however, depends on more than the sale price, renovation budget, or label attached to the property. The IRS looks at how the property was acquired, held, improved, and marketed. Key point: The Section 121 home-sale exclusion is not a general tax break for flipping houses. A property acquired and held primarily for resale may be treated as dealer inventory, producing ordinary business
Selling Your Home? The Section 121 Exclusion, the 1031 Five-Year Rule, and the Planning Most Owners Miss
Selling a long-held home can produce substantial wealth, and a tax bill that is not apparent from the sale price alone. Federal rules may allow qualifying homeowners to exclude a significant portion of their gain, but prior rental use, depreciation, time spent away from the home, and an earlier like-kind exchange can change the result. The federal home sale exclusion under Internal Revenue Code Section 121 is one part of the decision. For Boulder County
1031 Exchange Success Checklist: Pre-Planning, 45-Day Identification, and 180-Day Closing
Executing a 1031 exchange successfully takes more than just paperwork — it requires strategy, timing, and team coordination.Missing a deadline at any point could mean losing your tax deferral and paying immediate capital gains taxes. Here’s your full checklist to stay on track from before you sell all the way through closing on your replacement property: ✅ Pre-1031 Exchange Planning (Before Selling Your Property) 1. Engage a Qualified Intermediary (QI): Hire a reputable, experienced
Mastering the 180-Day Closing Window in a 1031 Exchange
When executing a 1031 exchange, the first hurdle is identifying your replacement property within 45 days — but the journey doesn’t end there.The next critical step? Closing on your replacement property within 180 days of selling your relinquished property. Miss this window, and your 1031 exchange fails, leaving you with a tax bill you were trying to avoid.Understanding and managing the 180-day closing requirement is crucial for a successful, tax-deferred real estate investment. Let’s walk
If you want find out if a 1031 is right for you...
Disclaimer:
InSight, Corp does not own InSight 1031. It is formed as a partnership with Accruit and they serve as the technology owner and exchange manager. InSight, Corp receives compensation directly from Accuit to provide the 1031 services to clients and it is not part of the InSight, Corp fee structure for advice and asset management. This is not part of the fiduciary advice InSight, Corp provides and clients are welcome to choose any 1031 Exchange Manager they want in coordination with the InSight-Full® plan and process.