Navigate Your 1031 Exchange With Confidence
Selling an investment property is a pivotal moment. Done right, a 1031 exchange lets you defer capital-gains taxes and roll every dollar into a new, income-producing asset. At Fidelity Business Partners, our experienced team guides sellers through each stage of the exchange so you keep more of what you’ve earned and keep it working.
What Is a 1031 Exchange
Named after Section 1031 of the Internal Revenue Code, a like-kind exchange allows a seller to defer federal and often state capital-gains taxes when the proceeds from the sale of a qualifying investment property are reinvested into another qualifying property of equal or greater value. No tax bill due at closing. No drag on your reinvestment capital.
The rules are strict. A Qualified Intermediary must hold your proceeds, replacement property must be identified within 45 days of closing, and the exchange must close within 180 days. Missing any deadline can trigger immediate taxation. That’s why having the right team in your corner matters.
Critical Exchange Deadlines at a Glance
Identify replacement prope
45 DAYS
from relinquished property closing
Complete the exchange (acquire replacement)
180 DAYS
from relinquished property closing
Equal or greater value required
Replacement value ≥ relinquished sale price
How Fidelity Business Partners Supports You
With over $300 million in real estate transactions since 2008, our team has the depth of experience to serve as a trusted resource throughout your exchangefro m sale to replacement-property acquisition.
Exchange Strategy & Structuring
We work with your tax advisor and Qualified Intermediary to ensure the exchange is properly structured before your relinquished property closes.
Replacement Property Identification
Our actively managed pipeline of vetted multifamily assets gives you immediate access to institutional-quality replacement properties—well before your 45-day deadline.
Due Diligence Support
Our in-house team conducts thorough financial, physical, and market diligence on every asset so you can move with confidence, not guesswork.
Passive Ownership Structure
Fidelity BPS investments are structured as passive, syndicated deals. You defer your taxes, own a stake in a professionally managed asset, and collect quarterly distributions without landlord responsibilities.
Ongoing Reporting & Transparency
Post-close, you receive institutional-level financial reporting and regular asset updates so you always know how your replacement property is performing.
4.9
2k+ satisfied customers
Why Multifamily Is an Ideal 1031 Replacement Asset
- Qualifies as like-kind property for virtually all commercial real estate dispositions.
- Recession-resistant demand: people always need housing, regardless of economic cycles.
- Durable, predictable cash flow from rental income—supporting quarterly distributions.
- Historically lower volatility than REITs or equity markets.
- Significant depreciation deductions that can create a 70%+ annual tax shield on income.
- Inflation-resistant rents that grow with the cost of living over time.
4.9
2k+ satisfied customers
Quartely
Cash Distributions to Investors
Your Exchange Journey With Fidelity BPS
With over $300 million in real estate transactions since 2008, our team has the depth of experience to serve as a trusted resource throughout your exchangefro m sale to replacement-property acquisition.
Initial Consultation
Connect with our team before you close on the sale of your relinquished property. We review your timeline, equity position, and investment goals.
Review Replacement Opportunities
We present you with current multifamily opportunities that match your equity target and meet 1031 like-kind requirements, reviewed alongside your tax advisor.
Reserve Your Position
Secure your allocation in a Fidelity BPS deal. We coordinate directly with your Qualified Intermediary to ensure a compliant fund flow.
Close & Start Earning
Complete the acquisition within your 180-day window. Begin receiving quarterly cash distributions and institutional reporting from day one.
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Investment Details
We focus on thoroughly vetted, “recession-resistant” multifamily assets, delivering 20%+ historical returns with a focus on consistent quarterly cash distributions.
