1031 closer to home

929 Broadway, Somerville, MA

One of our past clients had a cherished family home in another state but wanted to invest closer to home and defer taxes from the sale. With our expertise and network, we found them the perfect investment property in an area that will see steady appreciation. They sold the home and completed a 1031 tax-deferred exchange, securing a manageable asset they could easily oversee. Now, they’re enjoying the financial rewards from their new investment and staying connected to the community they know well.
​Would you like to know more about investment properties and/or have a property that could be exchanged in a tax-deferred way? We can help. Call to chat, we’re happy to help!