Question 1

How does a 1031 exchange work in Fort Worth specifically?

Accepted Answer

The federal IRC §1031 rules apply identically - 45 days to identify replacement property, 180 days to close. What's specific to Fort Worth is the depth of replacement inventory across asset classes, the share of off-market deal flow, and the coordination required with local lenders, title, and tax counsel familiar with Texas property-tax reassessment at sale.

Question 2

Can you help me identify multiple replacement properties?

Accepted Answer

Yes - most out-of-state exchanges we coordinate use the three-property identification rule. We typically underwrite 6–10 candidates during the 45-day window and formally identify the strongest three.

Question 3

What's the biggest mistake out-of-state 1031 buyers make?

Accepted Answer

Starting the search after the relinquished property closes. The 45-day window moves quickly, and a meaningful share of Fort Worth replacement properties trade off-market. Pre-close planning is the single highest-leverage thing you can do.

Question 4

Do you coordinate with my CPA, attorney, and QI?

Accepted Answer

Yes. Local coordination is most of the value of a Fort Worth–based broker during a 1031. The property is half the deal; the process is the other half. Note: this is general information, not tax or legal advice - confirm specifics with your CPA and attorney.

Question 5

How does a 1031 exchange work in Texas?

Accepted Answer

A 1031 exchange under IRC §1031 lets you defer federal capital gains tax by exchanging investment real estate for like-kind replacement property. At closing of the relinquished property, proceeds go to a Qualified Intermediary rather than to you. From there you have 45 days to identify replacement property in writing and 180 days from the original sale to close on it. Texas has no state capital gains tax, so the whole exercise is purely federal deferral.

Question 6

What happens if I can't find a 1031 replacement property in 45 days?

Accepted Answer

This is the single biggest risk in any exchange and the reason most failed 1031s fail. The way we mitigate it: start sourcing replacement property before the relinquished property closes, identify three candidates under the standard rule so you always have backups (using the 200% or 95% rule when the situation calls for it), and keep a Delaware Statutory Trust option warm in case the open market doesn't deliver in time. A DST interest can usually be closed inside the 180-day window and counts as like-kind. Missing the 45-day window means the entire gain becomes taxable that year, so we treat it as a hard deadline from day one.

Question 7

Can I 1031 exchange out of an apartment building into a net-lease retail property?

Accepted Answer

Yes. Under §1031, any U.S. real property held for investment or productive use in a trade or business is like-kind to any other U.S. investment real property. Multifamily into STNL retail, industrial into office, raw land into medical office. Many clients use this to trade out of management-intensive multifamily into passive credit-tenant STNL with 10–20 year leases as they approach retirement.

Question 8

What is a Delaware Statutory Trust (DST) and is it worth it?

Accepted Answer

A DST is a pre-packaged, professionally managed fractional interest in institutional-quality real estate that qualifies as like-kind replacement property in a 1031. It solves the 45-day clock, removes the management burden, and gets you into assets you couldn't buy directly. The catch is that you give up control, fees run higher than direct ownership, you can't refinance or 1031 out individually until the sponsor sells, and cash-on-cash returns are typically 4–6%. DSTs are a fit for investors who care more about tax deferral and being hands-off than about upside.

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