Do you have a mortgage over basis challenge with the sale of your investment property?
1031 Exchange Pre-Qualification
Client Profile and1031 Exchange Pre-Qualification Questionnaire.
Only applies for investment real estate and only if the debt on the property you are selling is higher than the adjusted basis.
⚠️ Confidential Files Provided by DST Wealth Management Team.
Please follow the instructions below.
It is important to complete these forms in the same title/registration as your relinquished property (example: Individual, Joint, Trust, LLC, etc.)
- Download the Client Profile and 1031 Exchange Pre-Qualification Questionnaire
- Answer all the questions
- Send completed signed form to Brett@capitalgainstaxsolutions.com
- We will send you the results after the Financial Advisor assesses your answers.