The Lucas 1031 Process
A Seamless Path to Diversified Real Estate
Investments and Tax Deferral
Process
A Seamless Path to Diversified Real Estate
Investments and Tax Deferral
Discuss Your Goals
We’ll start with a conversation to understand your investment, tax, and estate planning needs. This will help us determine if a 1031 exchange is the right move for you.
Engage the Right Team
I will help connect you with the necessary professionals (Qualified Intermediary, CPA, tax attorney, etc.) so the 1031 Exchange process is as smooth as possible.
Explore Property Options
Together, we will review available 1031-eligible properties that match your objectives and discuss how these properties align with your goals, risk tolerance, and timeline.
Build a Custom Portfolio
I will build you a diversified portfolio based on your selected properties, ensuring it meets your specific needs.
Complete Paperwork
Once you finalize your property selections you can complete the documents easily online.
Finalize Closings
Close on your investments with our fast and smooth closing process in as little as just 3–5 business days.
Ongoing Support
Our relationship doesn’t end at closing. I will continue to provide support for any real estate planning needs that arise.
Discuss Your Goals
We’ll start with a conversation to understand your investment, tax, and estate planning needs. This will help us determine if a 1031 exchange is the right move for you.
Engage the Right Team
I will help connect you with the necessary professionals (Qualified Intermediary, CPA, tax attorney, etc.) so the 1031 Exchange process is as smooth as possible.
Explore Property Options
Together, we will review available 1031-eligible properties that match your objectives and discuss how these properties align with your goals, risk tolerance, and timeline.
Build a Custom Portfolio
I will build you a diversified portfolio based on your selected properties, ensuring it meets your specific needs.
Complete Paperwork
Once you finalize your property selections you can complete the documents easily online.
Finalize Closings
Close on your investments with our fast and smooth closing process in as little as just 3–5 business days.
Ongoing Support
Our relationship doesn’t end at closing. I will continue to provide support for any real estate planning needs that arise.