#CaseStudy – How Thornwood Financial Helped an Investor Navigate a 1031 Exchange An investor planned to use a 1031 exchange to potentially defer capital gains taxes but encountered unexpected challenges. Without a confident approach, the transaction became more complex than anticipated. The Challenges: ? The investor was unable to find a suitable replacement property within the 45-day window. ? Managing funding took longer than expected that might put the exchange at risk. ? The selected replacement property did not meet IRS like-kind exchange requirements. How Our Team Helped: ? Reviewed exchange timelines to align with IRS regulations. ? Assisted in exploring optional like-kind properties before the deadline. ? Worked with lenders to explore financing options and address timing considerations. Considering a 1031 exchange? Let's chat ?? https://lnkd.in/gFdtrPek #ThornwoodFinancial #1031Exchange #CaseStudy #InvestmentPlanning #RealEstateInvestment #TaxDeferral #LikeKindExchange #FinancialStrategy #WealthManagement #SmartInvesting #RealEstateTaxStrategies #InvestmentApproach #LongTermWealth #ExchangeGuidance
