Skip Ribbon Commands
Skip to main content
Navigate Up
Help (new window)
Sign In

Bankers Trust

Bankers Trust
Find a Branch or ATM
Wealth Management/Personal/Personal Trust/1031 Tax-Deferred Exchange

Personal​ Trust

1031 Tax-Deferred Exchange ​Wealth Management

1031 Tax-Deferred Exchanges

Real estate investors sometimes avoid selling highly appreciated properties due to the capital gains tax that can accompany such sales. This avoidance hinders investors' ability to redeploy capital towards better opportunities and can also result in undiversified real estate portfolios that carry a higher risk profile.

A Section 1031 Tax-Deferred Exchange can be a solution to this problem. This procedure allows investors to defer gains on the sale of business property--as long as the proceeds from the sale are reinvested in similar replacement properties within a fixed time frame.

1031 Exchanges are governed by many regulations, and we can help you avoid inadvertently violating them. We will  assist you and your tax/legal advisors through the process and hold your sale proceeds earning competitive interest rates for liquid assets while you find suitable replacement property.​

Note: Non-Deposit Investment Services are not insured by FDIC or any government agency and are not bank guaranteed. They are not deposits and may lose value.​