Smart Strategies Guide

Find Out How To Sell Your Property & Keep More Of The Proceeds

Financial Guides - Smart Strategies - Capital Gains Tax Strategies for Highly Appreciated Investment Real Estate

What This Guide Covers

Selling a Highly Appreciated Investment Property

Your Tax Exposure
Estimate what you could owe in capital gains taxes, depreciation recapture, NIIT, and state taxes.
Deferral Structures
Understand how 1031 exchanges, Delaware Statutory Trusts, and 721 UPREITs work.
Critical Deadlines
Learn the key 45-day and 180-day deadlines that can make or break a 1031 exchange.
Stepping Back
Explore ways to move away from day-to-day property management while staying invested in real estate.
Your Next Steps
Get a step-by-step starting point for planning the sale of a highly appreciated investment property.

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