Investor Resource

What Is a 1031 Exchange?

A general overview of Section 1031 like-kind exchanges and why stabilized NNN retail properties are frequently used as replacement assets.

The Concept

Section 1031 of the Internal Revenue Code allows an investor to defer capital gains tax on the sale of investment real estate by reinvesting proceeds into another qualifying (like-kind) investment property, provided specific rules are followed.

General Timelines

Two commonly referenced deadlines apply from the date the relinquished property closes: the identification period and the exchange completion period. Investors typically work with a qualified intermediary (QI) to hold proceeds and coordinate documentation.

  • 45-day identification window
  • 180-day exchange completion window
  • Qualified intermediary required
  • Strict like-kind and value/debt reinvestment rules

Why NNN Retail Fits

Fully leased, single- or multi-tenant NNN properties often close on predictable timelines with existing income in place, which suits the compressed windows of an exchange. Diversified tenant rolls reduce single-tenant risk.

Consult Your Professionals

This overview is not tax or legal advice. Each exchange has specific documentation, boot, debt, and identification rules that require a CPA, attorney, and qualified intermediary.

Educational content only. Not tax, legal, or investment advice. Consult qualified professionals for your specific situation.