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Leah Badach, 1031 Exchange Specialist serving Montana

1031 Exchange Specialist Montana

Certified Exchange Specialist

The Sontag Group The Sontag Group

Montana's trusted qualified intermediary for seamless 1031 tax-deferred exchanges on ranch land, rental properties, and vacation properties.

10+
Years
5,000+
Exchanges
$1B+
Facilitated

1031 Exchanges in Montana

Looking to defer capital gains taxes on your Montana investment property? A 1031 exchange lets you sell and reinvest into like-kind property while keeping 100% of your equity working for you. Bozeman and Missoula's growth have driven strong property appreciation.

Montana taxes capital gains as ordinary income at up to 6.75%. Working with a Certified Exchange Specialist ensures you meet every IRS deadline and maximize your tax deferral — whether you're exchanging ranch land, rental properties, and vacation properties in Billings, Missoula, Great Falls, Bozeman.

Leah Badach, CES at The Sontag Group, has facilitated over 5,000 exchanges totaling more than $1 billion nationwide, including forward exchanges, reverse 1031 exchanges, DST exchanges for passive investors, and construction/improvement exchanges.

Montana 1031 Exchange FAQ

Common questions from Montana investors

How does a 1031 exchange work in Montana?
A 1031 exchange in Montana follows the same IRS rules as anywhere in the U.S. You sell an investment property, a qualified intermediary holds the proceeds, you identify replacement properties within 45 days, and close within 180 days. Montana taxes capital gains as ordinary income at up to 6.75%.
Do I need a qualified intermediary in Montana?
Yes. IRS rules require a qualified intermediary (QI) to facilitate your 1031 exchange. The QI holds your sale proceeds and ensures compliance with all deadlines. You cannot touch the funds yourself, or the exchange is disqualified. Talk to a certified QI today.
What properties qualify for a 1031 exchange in Montana?
Any property held for investment or business use qualifies, including ranch land, rental properties, and vacation properties. Primary residences and fix-and-flip properties do not qualify. Your replacement property can be in any U.S. state — you're not limited to Montana.
Can I exchange my Montana property for one in another state?
Absolutely. 1031 exchanges allow you to sell in Montana and buy replacement property anywhere in the United States. Many investors use this to diversify into different markets or move into passive investments like DSTs.
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