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1031 Tax Deferred Exchange Addendum

1031 Tax Deferred Exchange Addendum-2025

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The document is a 1031 Tax Deferred Exchange Addendum outlining the agreement between the Buyer and Seller to cooperate in a tax-deferred exchange under IRC Section 1031. It emphasizes that both parties will incur no costs or liabilities related to the exchange for Hawaii Life Real Estate Brokers, and recommends consulting qualified professionals for legal and tax advice. The addendum also states that all other terms of the Purchase Contract remain unchanged.

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Why would an investor want to use a 1031 tax-deferred exchange?

A 1031 exchange allows you to defer these taxes by reinvesting the proceeds from the sale into a like-kind property. This tax deferral allows you to keep more capital invested in the real estate market rather than losing a portion of your profit to taxes, making it easier to compound wealth over time.

What is an example of an addendum?

An addendum is an addition to a finished document , such as a contract . The most common addendum is an attachment or exhibit at the end of such a document. For example, a contract to manufacture widgets may have an addendum listing the specifications for said widgets.

What is the purpose of an addendum in real estate?

In real estate, an addendum is an addition or supplement made to a contract that modifies, clarifies, or adds specific terms or conditions. An addendum should not be confused with an amendment, which modifies a contract that has already been executed.

What is the addendum to a 1031 exchange contract?

A 1031 addendum will normally clearly show intent to do a 1031 exchange, permit assignment, and advise the other party there will be no expense or liability as a result of the exchange. Sometimes there is cooperation language asserting that both parties to the contract will cooperate with a 1031 exchange.

What is a 1031 exchange and how does it work?

A 1031 exchange is a tax-deferred transaction. If a business owner has property they currently own, they can sell that property, and if they reinvest the proceeds into a replacement property, they can defer any capital gains taxes associated with that sale.

What are the rules for a deferred 1031 exchange?

The main requirements for a 1031 exchange are: (1) must purchase another like-kind investment property; (2) replacement property must be of equal or greater value; (3) must invest all of the proceeds from the sale (cannot receive any boot); (4) must be the same title holder and taxpayer; (5) must identify new

What is a 1031 exchange addendum?

This addendum is for the property to be sold by the exchanger and provides for the following requirements: to document the owners intent to do a like-kind tax-deferred exchange in ance with IRC Regulation Section 1.1031(k)-1; to permit assignment of the contract to the qualified intermediary; and.

What documentation is needed for a 1031 exchange?

Essential Documents Needed for Initiating a 1031 Exchange Before initiating a 1031 exchange, investors should gather the following essential documentation: Property ownership documents. Tax returns and financial statements. Property title and deed.

1031 Tax Deferred Exchange Addendum-2025

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