Sell Real Estate. Keep Your Equity Working.

Through Orion 1031 Exchange, owners and investors can defer capital gains and depreciation recapture when they sell real estate and reinvest in like-kind property.

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Where it fits in your exit

Many owners hold real estate alongside the operating business, such as the building the company occupies. When that property is sold as part of an exit or a repositioning, a 1031 exchange may allow the gain on the real estate to be deferred by reinvesting in like-kind property. A 1031 exchange applies to real estate only, not to the sale of the business itself.

From exchange to depreciation

Sell the property
Exchange into replacement property
Cost segregation on the replacement property

The replacement property can be a strong candidate for a cost segregation study through Orion Cost Segregation, which may identify accelerated depreciation, including bonus depreciation where eligible.

What it is / isn't

Is

Guidance through the exchange from contract to closing
Coordination with Accruit, the Qualified Intermediary that holds exchange funds
Support for single-family, multi-unit, and commercial investment property

Isn't

A Qualified Intermediary itself
Tax or legal advice
A way to defer tax on the sale of business stock or interests

Your exchange specialist

Josh Baellow

Owner and Exchange Originator, Orion 1031 Exchange

Josh has been active in Austin real estate since 1996, with a background spanning mortgage lending, development, renovation, and complex deal structuring. He began his career in mortgage lending and became a senior vice president of a mortgage company by age 25. Today he guides investors and owners through 1031 exchanges from contract to closing, and he uses exchanges in his own portfolio. Josh holds a BBA from the University of Texas at Austin.

Steven Johnson has worked with Josh for more than 20 years. Orion will introduce you as part of your engagement.

Our review standard

Exchange rules have strict identification and closing deadlines. Orion recommends every client review the exchange with their CPA and tax counsel before listing a property, and Orion coordinates that review.

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Planning to sell real estate?

Orion 1031 Exchange is independently owned and operated and is part of the Orion family of companies. Qualified Intermediary services are provided by Accruit. Orion Apex Solutions has compensation arrangements with some strategic partners; any that apply to your engagement will be disclosed before you commit. Tax deferral depends on meeting all Section 1031 requirements and deadlines; consult your CPA and tax counsel.