Strategic Partner · Part of the Orion family

Exchange the Property. Accelerate the Depreciation.

Through Orion 1031 Exchange, investors can defer capital gains and depreciation recapture when they sell, then put a cost segregation study to work on the replacement property.

Talk to Orion Visit Orion 1031 Exchange

From exchange to depreciation

1
Sell the property
2
Exchange into replacement property
3
Cost segregation study on the replacement property

A replacement property acquired through a 1031 exchange can be a strong candidate for a cost segregation study, which may identify components eligible for accelerated depreciation, including bonus depreciation where eligible. Basis carried over from the relinquished property can be treated differently from new money invested, so we coordinate the study with your CPA.

What it is, and what it isn't

What it is

Guidance through the exchange from contract to closing
Coordination with Accruit, the Qualified Intermediary that holds exchange funds
Support for single-family, multi-unit, and commercial investment property

What it isn't

A Qualified Intermediary itself
Tax or legal advice

Your exchange specialist

Josh Baellow

Owner and Exchange Originator, Orion 1031 Exchange

Josh has been active in Austin real estate since 1996, with a background spanning mortgage lending, development, renovation, and complex deal structuring. He began his career in mortgage lending and became a senior vice president of a mortgage company by age 25. Today he guides investors and owners through 1031 exchanges from contract to closing, and he uses exchanges in his own portfolio. Josh holds a BBA from the University of Texas at Austin.

Steven Johnson has worked with Josh for more than 20 years. Orion will introduce you as part of your engagement.

Our review standard

Exchange rules have strict identification and closing deadlines. We recommend every client review the exchange and the cost segregation plan with their CPA and tax counsel before listing a property, and we coordinate that review.

Planning an exchange?

Tell us a little about the property and your timing. We'll follow up and coordinate the introduction.

Book a 30-minute call Get my complimentary savings estimate

Orion 1031 Exchange is independently owned and operated and is part of the Orion family of companies. Qualified Intermediary services are provided by Accruit. Orion Cost Segregation has compensation arrangements with some strategic partners; any that apply to your engagement will be disclosed before you commit. Tax deferral depends on meeting all Section 1031 requirements and deadlines; consult your CPA and tax counsel.