Capital Management Realty, Inc.
A 1031 Exchange lets Orange County investors defer capital gains tax when selling investment property — so you trade up, not cash out to the IRS.
In a market where investment properties routinely sell for $800K to $2M+, capital gains tax can take a $200K+ bite out of your proceeds. A 1031 Exchange lets you defer that entirely — keeping your full equity deployed. For Orange County investors sitting on years of appreciation, this is one of the most powerful wealth-building tools in the tax code.
Sell an investment property and roll 100% of the proceeds into a like-kind replacement — deferring federal capital gains (up to 20%) and California state tax (up to 13.3%). That's potentially six figures kept in your pocket.
OC investors use 1031s to move from single-family rentals into multi-unit properties, or from residential into commercial — scaling their portfolio while the tax code does the heavy lifting.
Because you reinvest your full proceeds rather than paying taxes first, your capital compounds on a larger base. Over multiple exchanges, the wealth difference is exponential.
Sell your property. Proceeds go to a Qualified Intermediary — never touch the money yourself.
Identify up to 3 replacement properties in writing. No exceptions — the 45-day clock is absolute.
Close on your replacement property. The exchange is complete and your gain is deferred.
Let's talk strategy
Whether you're considering selling an investment property now or planning ahead, we'll walk you through the numbers — no obligation.