
Certified Exchange Specialist
Nationwide 1031 exchange services from The Sontag Group. Expert qualified intermediary for forward, reverse, construction, and DST exchanges across all 50 states.
No matter where your investment property is located, a 1031 exchange remains one of the most powerful tools available to real estate investors for deferring capital gains taxes. The Sontag Group, with over 30 years of experience and more than 5,000 successful exchanges totaling over $1 billion in facilitated transactions, provides qualified intermediary services to investors in all 50 states. From New York to California, Texas to Florida, and everywhere in between, our team has the expertise to handle your exchange.
Cross-state 1031 exchanges are increasingly popular as investors seek to optimize their portfolios for better cash flow, tax advantages, and market growth. Investors in high-tax states like California (13.3% state rate), New York (10.9%), and New Jersey (10.75%) frequently exchange into properties in no-income-tax states like Texas, Florida, and Tennessee. These interstate exchanges require careful coordination of state-specific filing requirements, withholding rules, and clawback provisions that vary significantly between jurisdictions.
Common questions about 1031 exchanges across the US