1031 EXCHANGE

A 1031 exchange occurs when someone wants to swap one investment property for another, while deferring part or all of the capital gains taxes.

1031 exchange Rubicon Mortgage Fund commercial transaction
LEARN MORE ABOUT THE 1031 EXCHANGE

A regular 1031 exchange allows an investor to sell their relinquished property, have from the close of escrow 45 days to identify a new property and a total of 180 calendar days to complete the transaction. During a 1031 exchange, Rubicon works with a qualified intermediary to help facilitate the exchange.

Another type of 1031 exchange that is offered is a reverse exchange. In a reverse exchange, the client purchases the replacement property first, and from the close of escrow have 180 days to sell their relinquished property. Often times for clients, a reverse exchange can be difficult to complete due to financing issues. In a reverse exchange, the qualified intermediary takes title to the replacement property. With the qualified intermediary on title, clients often have a hard time acquiring financing from a conventional lender. This is where Rubicon steps in and makes the exchange possible, and is a valuable resource. At Rubicon, all loans are asset based, providing our clients with the funds to quickly acquire the replacement property and complete the reverse exchange in a short period of time.

Call Us to Get Started

Call: (925) 283-8919

For Example:

By combining the values of both the relinquished property  ($1,000,000) and replacement property which is being purchased for $1,000,000 there becomes $1,200,000 of lendable equity.

    • Loan to Value: 60%
    • Can lend up to $1.2MM
    • Can cover closing costs

    *example above also work with all commercial property types.

A 1031 exchange occurs when someone wants to swap one investment property for another, while deferring part or all of the capital gains taxes.
Rubicon Mortgage Fund