Selling an investment property or a share in investment real estate can incur capital gains taxes. Tax-deferred exchanges under Section 1031 of the Internal Revenue Code allow investors to dispose of investment properties and acquire “like-kind” properties while deferring federal capital gains taxes and depreciation recapture. As a Senior Exchange Officer at First American Exchange Company, Claudia Solis offers Pertria clients the credentialed expertise needed to segregate and hold exchange funds throughout a property exchange. Pertria investment clients have successfully deferred millions of dollars in taxes that they otherwise would have been liable for through the use of 1031 Exchange instruments.
