1031 Exchange Concierge · Greater Boston, MA + NH

Sell the building. Keep the tax. Own a bigger one.

A 1031 exchange lets you roll the full proceeds of a sale into a larger property and defer the capital-gains tax entirely — six figures that stay invested instead of going to the IRS. Northeast 1031 runs the whole exchange as one coordinated team: we help you sell, line up the replacement, structure the tax and the 45/180 timeline, and hand you a building that’s already under professional management. An independent qualified intermediary holds the funds; we coordinate everything around it.

Start your exchange Free 20-minute review · one property · no obligation.
$0
capital-gains tax due at closing when the exchange is structured correctly
$0
advisory or coordination fee — always. We’re paid by the sale and the management agreement, not a consulting invoice
45 / 180
calendar days — not business days — to identify and to close the replacement
~30%
of a typical Massachusetts investor’s gain, deferred — illustrative; your CPA confirms your actual number
What a 1031 actually does

It’s a deferral, not a loophole.

When you sell an investment property at a gain, you normally owe federal capital-gains tax, depreciation-recapture tax, the 3.8% net-investment-income tax, and Massachusetts state tax on top. On a property that’s been held and depreciated for years, that stack routinely runs into six figures.

Section 1031 of the tax code lets you defer all of it — indefinitely — as long as you reinvest the proceeds into another “like-kind” investment property and follow the rules exactly. The gain doesn’t disappear; it rolls into the basis of the new property. Keep exchanging, and you can defer it for a lifetime. Hold until the property passes to heirs, and the basis steps up — a legitimate, decades-old part of the code that serious investors use to compound wealth.

The money you’d have handed the IRS becomes the down payment on your next, larger building.

That’s the whole game: every dollar you don’t pay in tax stays invested and compounds. Defer $120,000 of tax and reinvest it at a 20% cash-on-cash return, and that single deferral is worth more than the tax itself within a few years — before you count the appreciation on the larger property it let you buy.

The two clocks

The exchange is won or lost on two dates.

The day you close your sale, the IRS starts two clocks that run at the same time. Miss either and the entire deferral collapses — there are no extensions, no exceptions, and no partial credit. That’s why we start before you list, not after you sell.

Pre-sale
Plan before you list
We model the tax, the replacement strategy, and the entity structure before the property hits the market — so the exchange is built to win, not salvaged after.
Day 0
You close the sale
Proceeds go straight to an independent qualified intermediary — never to your account, or the deferral dies on contact.
Day 45
Identify in writing
Replacement property must be named in writing to the intermediary. Our brokerage lines up candidates before you ever sell.
Day 180
Close the replacement
The new property must close — and ours is ready to be managed from day one. Six figures of deferred tax stay invested instead of paid.
How it’s structured

Four specialists. One exchange.

A 1031 touches four jobs that are usually four different firms passing your file back and forth — and every handoff is a place the deferral can break. We call ours The Pre-Clock Sequence, because the work starts before the 45-day clock does, not after. Northeast 1031 puts all four specialists under one coordinated roof, with one exception the law requires: the money.

01
The brokerage

Sells your property & sources the replacement

A licensed Greater Boston brokerage lists the property you’re selling and lines up replacement candidates before the 45-day clock starts — so identification is a decision, not a scramble.

02
The CPA

Structures the tax & the timeline

A CPA who invests in real estate himself owns the parts that decide whether the deferral holds: identification rules, boot, the entity that takes title, the debt-replacement math, the 45/180 calendar — and files the return that reports it.

03
The intermediary

An independent QI holds the funds

A qualified intermediary — an independent third party, never us — receives the sale proceeds and holds them in a segregated account until closing. IRS rules require this independence. We coordinate; they custody the money.

04
The management firm

Operates what you buy

An established property-management firm takes over the replacement from day one — leasing, maintenance, compliance, and reporting — so trading up to a bigger building doesn’t mean trading up to a bigger workload.

The independence guarantee

Federal law requires an independent Qualified Intermediary. We coordinate the sale, the strategy, the replacement, and the management — but we are not the qualified intermediary and never touch your exchange funds, by law and by design. If that separation is ever unclear to you, ask, and we’ll show you exactly where your funds sit.

What’s actually included

What the coordination is worth — and what it costs you.

Each price below is the going market rate for that piece on its own. We coordinate all of it at no charge, because our revenue is the sale commission and the property-management agreement, not a consulting invoice.

Pre-listing tax deferral estimate on your specific property

A standalone CPA consult runs this separately, before any exchange work begins.

$300–$750elsewhere

Replacement-property sourcing before your 45-day clock starts

Most brokers won’t spend pre-listing time on a sale that isn’t signed yet.

Rarely offeredelsewhere

An independent, qualified intermediary

Coordinated at cost, no markup — the standard market rate for a forward exchange.

$750–$1,500typical QI fee

Financing conversations started on day one, not day 44

Financing falling through inside the 180-day window is one of the most common ways an exchange dies.

rarely coordinated this early

Property management ready on day one of ownership

Most investors go 60–90 days self-managing a new asset while they search for a manager.

60–90 days, typically

Your 45/180-day clock tracked and flagged at every checkpoint

The backstop most investors tracking their own exchange don’t have.

no professional backstop

The free 20-minute Exchange Review

$0~$1,050–$2,250+ coordinated at no charge
Why work with us

From “thinking of selling” to a bigger, managed building.

Most 1031 shops hand you a deferral and walk away. We stay on the deal from the first conversation to the day your new building is leased and running — the only 1031 desk in the region that also sells the property and manages the one you buy.

Step one

We help you sell

Our brokerage prices and lists the property you’re exiting — and the exchange is structured before it ever goes to market, while every option is still open.

Step two

We line up the replacement

Because we’re sourcing the buy and the sell, your replacement candidates are identified before the 45-day clock starts — not scrambled for after you’ve already closed.

Step three

We hold the deferral together

The CPA runs the timeline and the numbers; the independent QI holds the funds. The deferral is engineered, not hoped for — and the return that reports it is filed by the same person who planned it.

Step four

We run the new building

Day one after closing, an established management firm takes over operations. You end the cycle owning more, paying less tax, and doing less work than when you started.

Where exchanges die

Five traps that cost people the deferral.

None of these are obscure. They’re the ordinary mistakes that turn a clean deferral into a six-figure tax bill — every one of them avoidable with planning.

01

Touching the proceeds

Take the money into your own account, even for a day, and the exchange is dead. The funds must go straight to the intermediary at closing.

02

Missing the 45-day identification

Identification isn’t a phone call — it’s a specific written notice under specific rules (the three-property rule, the 200% rule). Blow the format or the date and the deferral is gone.

03

Trading down and creating boot

Buy cheaper than you sold, or pull cash out, and the difference (“boot”) becomes taxable. We run the debt-and-equity replacement math up front so you don’t get surprised.

04

The wrong entity on title

The taxpayer who sold has to be the taxpayer who buys. Partnership and LLC situations get technical fast — and are fixable only before the sale, not after.

05

Starting after you’ve already sold

By the time the property is under agreement, half your options are gone. Every trap above is easy to avoid before you list and expensive to fix after.

The replacement backstop

“What if I sell and can’t find anything in 45 days?”

This is the question that stops most people from ever starting. It deserves a real answer instead of reassurance.

The commitment

Before you list, we agree in writing on what you’re looking for: price band, location, property type, unit count, and how you’re financing it. By day 20 of your 45-day window you will have a written slate of at least three qualifying candidates that meet those criteria, plus a written introduction to a licensed securities professional who can present passive 1031-eligible options if you want a path that doesn’t depend on the open market at all.

Three candidates by day 20, in writing, or we reduce our commission on your sale by half a percent.

What we guarantee

The work gets done, on time

That the search actually happens. That what we find reaches you by day 20, not day 40. That you have a fallback path if the open market is thin. Every one of those is labor we either performed or didn’t, so we can promise it without qualification.

What we don’t

The market, the seller, the lender

We’re not promising you’ll love the three, that a seller will accept your offer, or that a lender will fund it. Nobody controls those and you should be skeptical of anyone who says they do. We’re promising you never reach day 45 wondering whether anyone was working on this.

And the honest version

The backstop attaches only after we’ve looked at your criteria and confirmed they’re achievable in this market. If what you’re looking for doesn’t exist at the price you want, we’ll tell you that before you list, not on day 38. That answer is free too, and it’s worth more than a guarantee we’d have to weasel out of later.

Questions

1031 exchanges, in plain English.

What is Northeast 1031, exactly? +
A coordinated exchange partnership running what we call The Pre-Clock Sequence — one team brings together the four functions a 1031 needs, before the 45-day clock ever starts: a licensed brokerage to sell your property and source the replacement, a CPA to structure the tax and the timeline, an independent qualified intermediary to hold the funds, and an established property-management firm to run what you buy. Instead of stitching four vendors together yourself, you work with one desk that owns the whole cycle.
Is a 1031 exchange tax-free? +
No — and be skeptical of anyone who tells you otherwise. A 1031 defers the tax; it doesn’t erase it. Most exchanged properties are eventually sold in a fully taxable transaction someday. The deferral is the tool that keeps your full capital compounding in the meantime — often into a larger, better-performing property — not a permanent exemption. We’ll give you the honest tradeoff on your specific numbers before you decide anything.
What if my property is in New Hampshire, not Massachusetts? +
New Hampshire has no state-level tax on individual capital gains, so a 1031 on NH property held individually defers federal tax only — there’s no state layer to model. NH is also one of the few states that require Qualified Intermediaries to be state-certified; ask us to confirm your QI’s current certification if your relinquished or replacement property sits in New Hampshire.
Do you hold my exchange money? +
No — and by law we can’t. The funds are held by an independent qualified intermediary, a required third party who is not your CPA, your broker, or us. The IRS requires that separation, and it protects you. We coordinate the strategy and refer you to a reputable QI who custodies the money in a segregated account until your replacement closes.
Can you also manage the property I buy? +
Yes — that’s the piece that makes this different from a standalone 1031 desk. An established property-management firm in the partnership takes over the replacement the day it closes: leasing, maintenance, compliance, and owner reporting. You trade up to a bigger building without trading up to a bigger workload.
What kinds of property qualify? +
Real property held for investment or business use, exchanged for other real property held for investment or business use — that’s the “like-kind” requirement, and it’s broad. A triple-decker can be exchanged for a commercial building, raw land for a rental, and so on. Your primary residence does not qualify. Since 2018, only real estate qualifies — not equipment or other personal property.
How much tax can I actually defer? +
All of the gain — federal capital-gains tax, depreciation recapture, the 3.8% net-investment-income tax, and Massachusetts state tax — provided you reinvest the full proceeds and replace the debt. On a long-held, fully depreciated Boston property, that total is very often six figures. The free review models the number for your specific property.
What are the 45 and 180-day deadlines? +
From the day your sale closes, you have 45 calendar days to identify your replacement property in writing, and 180 calendar days to close on it. They run at the same time, they’re calendar days (weekends and holidays included), and there are no extensions. Missing either ends the deferral. This is exactly why we identify candidates before you list.
What if I can’t find a replacement property in time? +
This is the fear that keeps most people from starting, so here is the honest answer. Nobody can guarantee the market produces the right building on your timeline, and anyone who tells you otherwise is selling something. What we do guarantee is the Replacement Backstop: we agree on your criteria in writing before you list, and by day 20 of your 45-day window you have a written slate of at least three qualifying candidates plus an introduction to a licensed securities professional who can present passive options that don’t depend on the open market. Miss that and we cut our commission. We also tell you up front if your criteria aren’t realistic at your price, which is the single most useful thing we can say before you list.
When should I start? +
Before you list. Once the property is under agreement, your best options are already narrowing. The ideal time to plan a 1031 is while you still have every choice open — which is the entire premise of how we work.
The paperwork guarantee

Miss your deadline because of our paperwork, and we cover your QI fee.

Give us your replacement-property decision in writing at least five business days before day 45, and if our team fails to deliver your identification notice to the Qualified Intermediary on time because of our own error, we cover your QI fee — in full.

We’re not guaranteeing the market hands you a perfect replacement in 45 days — no one controls that, and we won’t pretend to. We’re guaranteeing that once you’ve decided, the paperwork that locks in your deferral never becomes the reason it fails. That part is entirely on us.

We can guarantee our own execution. We cannot and will not guarantee a specific tax outcome — that depends on your facts, your documentation, and current law, and anyone who promises you a result is selling you something other than a straight answer.

The free exchange review

Map your exchange before you list.

Bring the property you’re thinking of selling. In 20 minutes we’ll show you what a 1031 could defer, what your replacement options look like, and exactly how the sale, the exchange, and the management fit together for your situation.

The best day to start is before you list. Once you’re under agreement, much of what we can do for you is already off the table. Already listed or under agreement? Call today — the clock doesn’t wait, and neither should you.

20 minutes · one property · no obligation · Greater Boston, MA + NH