Other Services

1031 is a tax code that allows an exchange of equity in an income producing property to another property. Thus, deferring capital gains tax.

1031 exchange is an important and valuable tool. But strict IRS rules must, repeat MUST, be followed.

The team at Heritage Ranch Brokers are well versed on exchanges and can walk you through, as well as continue with you through the exchange.

If there is an aspect of the exchange process that is unfamiliar or new, we can connect you with the facilitator that can advise and continue the exchange.

A valuation of a specific parcel of real estate. We often are asked to place a value on a property for a client. Many times, it’s for an estate or a small loan.

We are not appraisers; thus, the market valuation is for purposes other than completing a full appraisal.

We can arrange or recommend a lender to fit the needs of financing for your investment.