Capital Gains on Rental Property
How gain on a Boston, MA rental is calculated, and why a 1031 exchange defers it.
Learn MoreBoston 1031 Exchange Experts
ELEVATING BOSTON REAL ESTATE
By The Numbers
ACHIEVEMENTS THAT INSPIRE
We are a full service team combining area and market expertise with innovative tools and technology.
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Exchange Advisors in Boston
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100%
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1031 EXCHANGE BOSTON
We bring together legacy property owners, family offices, and private equity leaders who demand the quiet confidence of a Back Bay private wealth office with the reach of a global real estate capital firm.
Whether you're a first time exchanger, upsizing, downsizing or expanding your portfolio, our success is defined by yours.
Introducing
OUR 1031 EXCHANGE SERVICES
Inherited Property Capital Gains
How the stepped-up basis rule changes the gain calculation on an inherited Boston, MA property.
Learn MorePassive Real Estate Income
How DST and net lease structures generate passive income while remaining 1031-eligible.
Learn MoreQualified Intermediary Coordination
Escrow, wire control, and document flow with preferred QIs.
Learn MoreWhat Is an NNN Lease
A plain-law explainer on the triple net lease structure and tenant versus landlord obligations.
Learn MoreHow to Reduce Capital Gains Tax
A survey of lawful deferral and reduction strategies available to a Boston, MA property seller.
Learn MoreAreas Of Expertise
NEIGHBORHOODS
Browse our service area guides to learn about the best neighborhoods for you.
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Why Choose
BENEFITS OF A 1031 EXCHANGE
Defer Capital Gains Tax
Legally defer federal and state capital gains taxes, keeping more capital working for you.
Build Wealth Faster
Reinvest 100% of your equity into larger or better-performing properties.
Portfolio Diversification
Exchange into different property types or geographic locations to reduce risk.
Strategic Timing
45 days to identify and 180 days to close gives you time to find the right replacement.
Real Estate Insights
HOW A 1031 EXCHANGE WORKS
1
Sell your relinquished property
We choreograph contracts, escrow deposits, and marketing deliverables so closing aligns with the IRS timelines.
2
Identify replacements within 45 days
Boston property identification meets national sourcing. We surface single tenant retail for sale, NNN investment property for sale, and 1031 exchange NNN properties anywhere in the United States.
3
Close the exchange within 180 days
Our qualified intermediary and legal counsel stay in lockstep with lenders, settlement agents, and trustees for a compliant close.
Eligible Reinvestment Classes
PROPERTY TYPES WE SOURCE
Single Tenant Retail
We curate single tenant retail opportunities in Boston and nationwide markets that meet identification rules and yield targets.
Net lease property listings
Drive-Thru QSR
We curate drive-thru qsr opportunities in Boston and nationwide markets that meet identification rules and yield targets.
Net lease property listings
Pharmacy Net Lease
We curate pharmacy net lease opportunities in Boston and nationwide markets that meet identification rules and yield targets.
Net lease property listings
Logistics Warehouse
We curate logistics warehouse opportunities in Boston and nationwide markets that meet identification rules and yield targets.
Net lease property listings
Life Science and Lab
We curate life science and lab opportunities in Boston and nationwide markets that meet identification rules and yield targets.
Net lease property listings
Class A Office
We curate class a office opportunities in Boston and nationwide markets that meet identification rules and yield targets.
Net lease property listings
Frequently Asked Questions
FAQ
What properties qualify as like-kind in Massachusetts?
Investors may exchange real estate held for investment or business, including single tenant NNN retail, multifamily, and office. Primary residences remain disallowed unless they satisfy strict safe harbor rules.
How does the 45-day rule apply to multi-asset sales?
Every exchange is measured from the closing date of the relinquished property. You may identify up to three replacement properties or use the 200% or 95% rules, provided the list is delivered in writing within 45 days.
What is boot and how is it taxed?
Boot is cash or non-like-kind property received during the exchange. It converts deferred gains into realized income subject to federal and Massachusetts tax; we design structures that minimize boot exposure.
Can you complete a reverse or improvement exchange?
Yes. Our team arranges exchange accommodation titles, holds, and build-to-suit scenarios. We coordinate with tax counsel to ensure the exchanged asset qualifies under Rev. Proc. 2008-16.
How are Massachusetts transfer taxes handled?
Every regional closing receives detailed transfer tax guidance. We track city, county, and state assessments and connect you with attorneys who file the mandatory Massachusetts community preservation and conveyance notices.
How do you report the exchange with Form 8824?
We deliver the audited Fact Sheet for Form 8824, including closing statements, qualified intermediary summaries, and IRS submission copies so your CPA closes the loop with confidence.
Interactive Tools
CALCULATORS FOR YOUR EXCHANGE
Every tool mirrors the same interface used across our client portal. Run the numbers, download print-friendly summaries, and send them straight to your qualified intermediary.
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We are a full service team combining area and market expertise with innovative tools and technology.
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Call Us(617) 766-0619
Property Sale & 1031 Exchange Planning
Prepare the Boston exchange before the relinquished property closes.
We help Boston property owners organize the qualified intermediary, deadlines, reinvestment target, direct-property search, DST education, and independent professional introductions before a closing controls the decisions.
Identify the burden, risk, or opportunity driving the Boston sale.
A Boston owner leaving multifamily, apartment properties, and industrial may want less management, a different income profile, broader diversification, or continued control. The replacement brief should state those priorities before listings begin to compete for attention.
Leaving Active Property ManagementUse the Boston exchange to compare another managed property, a different direct asset, a net-lease acquisition, a DST, and a taxable sale when tenants or capital work are driving the decision.Selling Inherited Investment PropertyBefore the Boston exchange advances, organize ownership, basis, use, co-owner objectives, and estate questions so a listing or contract does not limit the available choices.Finding Replacement PropertyBuild the Boston exchange search around exchange equity, debt, income, control, management capacity, diligence, and realistic closing probability.Reducing Day-to-Day Landlord WorkFor the Boston exchange, review passive and professionally managed paths without overlooking sponsor risk, fees, liquidity limits, property exposure, or reduced control.Starting Before ClosingEngage the independent qualified intermediary and align the Boston exchange team before the relinquished-property proceeds can reach the seller.Buying Before the Current Property SellsExplore reverse-exchange and financing questions when the preferred replacement opportunity for the Boston exchange appears before the planned disposition is complete.
Coordinate the Boston sale plan through replacement closing.
We help organize the Boston transaction, introduce the independent professionals the facts require, and keep open questions visible. The qualified intermediary, CPA, attorney, brokers, lenders, inspectors, and licensed securities professionals remain responsible for their regulated work.
Before the Sale
For the Boston exchange, clarify ownership, use, basis questions, debt, expected equity, management goals, and the professionals already involved.
While Under Contract
Confirm the qualified intermediary, closing instructions, calendar, lender needs, and a written brief for the Boston exchange.
During Identification
Compare primary and backup candidates against the Boston exchange for diligence, financing, control, workload, risk, and ability to close.
Through Replacement Closing
Keep the Boston exchange team aligned on title, inspections, environmental review, insurance, entity documents, funding directions, and advisor questions.
Compare ownership paths against the same Boston sale objective.
Replacement options for a Boston exchange should be judged against the same acquisition brief. That keeps an available listing, long lease, or DST offering from being treated as suitable only because the 45-day clock is running.
| Decision | Direct Property | Net-Lease Property | DST Interest |
|---|---|---|---|
| Control | The owner directs leasing, financing, improvements, and disposition. | The owner controls the real estate subject to the tenant and lease. | The sponsor controls the trust and the property. |
| Management | The owner or a hired manager operates the asset. | The lease assigns specified obligations to the tenant. | Professional management removes day-to-day landlord decisions. |
| Liquidity | Liquidity generally requires a property sale or refinance. | Liquidity depends on a future sale, refinance, tenant, and lease market. | Private-placement interests are generally illiquid and transfer-restricted. |
| Primary Review | Title, leases, condition, operations, market, financing, and closing feasibility. | Tenant, guaranty, lease terms, property condition, residual value, and reletting market. | Offering documents, sponsor, fees, conflicts, leverage, property risks, and suitability. |
Continue with the Boston transaction issue that needs attention.
Technical identification rules remain available, while these Boston resources lead with the sale, replacement search, professional coordination, and ownership decisions that usually come first.
Selling a Rental PropertyDirect property, net-lease, DST, equity, debt, and backup-path planning for the Boston exchange.Inherited Investment PropertyManagement burden, taxable-sale consequences, and alternatives related to the Boston exchange.Passive Replacement OptionsBasis, ownership, qualifying use, co-owner, and timing questions before the Boston exchange.Qualified Intermediary CoordinationControl, workload, sponsor, fee, liquidity, and diversification tradeoffs within the Boston exchange.Qualified Intermediary CoordinationIndependent intermediary timing, proceeds, documents, and handoffs for the Boston exchange.What Is An Nnn LeaseOffering, eligibility, risk, fee, liquidity, and suitability review when a DST enters the Boston exchange.
Get the Boston 1031 Owner’s Guide.
Use the Boston planning guide to collect ownership, basis, debt, equity, timing, management, and replacement details before a closing or identification deadline limits the choices.
Educational coordination only. Tax and legal conclusions belong to the property owner’s CPA and counsel. Qualified-intermediary, brokerage, lending, and securities work must be handled by the appropriate independent professionals. DST interests are securities and require eligibility, availability, offering-document, fee, risk, and suitability review through appropriately licensed professionals.