Real Estate 1031 Exchange

Time to Sell? We Can Help.

You own commercial real estate. Or perhaps you’ve had a rental for years or downsized from your original home and kept it as a rental? It is time to sell. What’s the best way to maximize profits in a tax-efficient way? At Heritage, we can help you navigate the 1031 exchange process and guide you on any execution surrounding the real estate 1031 exchanges. 

We also maintain various real estate opportunities for you, some ideal 1031 exchange investment options to potentially roll your gains into. 

Broker Referral

If the property is in an area we know well, we can help you network with brokers we know and find the right fit.

Process Navigation

If you’ve never been through the process, we can walk you through it and introduce you to the requisite third parties.

Pipeline Opportunities

If you need an opportunity to roll your 1031 exchange, we maintain a list of options, subject to market availability.

Talk to us to know the significant benefits of real estate 1031 exchange!
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Ready to take the next step in your financial journey?

 

Get in touch to tell us more about your plans and see if we might be the right co-captain for you. 

Call (858) 613-9191 for a free consultation.

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Contact

(858) 613-9191

contact@hwmi.com

11440 W. Bernardo Ct.

Suite 390

San Diego, CA 92127

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Heritage Wealth Management, Inc. is a SEC Registered Investment Advisor. Heritage Wealth Management, Inc. may only transact business or render personalized investment advice in those states and international jurisdictions where we are registered, have filed notice or are otherwise excluded or exempted from registration requirements. The purpose of this web site is for distributing information on products and services. Any communications with prospective clients residing in states or international jurisdictions where Heritage Wealth Management, Inc. and its representatives are not registered or licensed shall be limited so as not to trigger registration or licensing requirements. Nothing on this web site should be construed as personalized investment advice, which can only be provided in one-on-one communications.

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