Why DFW real estate investors shouldn't sleep on 1031s, Inflation Reduction Act - Dallas Business Journal

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“The market has been pretty hot – and you’re starting to see a cool down now because rates have gone up – but most of these owners are probably sitting on a significant gain when they sell, unless of course, they enter into a 1031.”

A 1031 exchange is simple enough in theory, though it’s been limited to real estate in recent years. A taxpayer can sell a property and if they reinvest the proceeds into another property within 180 days, capital gains taxes can be deferred. And you can roll over the proceeds indefinitely.

In an environment where you have rising asset prices, in addition to significant bonus depreciation, it is a good idea to participate in 1031s so that you don't pay a whole bunch of taxes, Boccaccio said. You could argue that it’s been under attack legislatively – and who knows what could happen in the next round of legislation?

Some people might not look at the credits because most of them are green energy credits. They may not want to get involved with them or it’s not the culture of the firm or since they’re in the Sunbelt, energy is low so they’re not looking at renewable energy as much.

 

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