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Unlock Your Real Estate Investment Potential
with Our Expert Financial Advisors


Are you or your clients savvy real estate investors looking to grow your portfolio and defer capital gains taxes?

Are you a real estate investor looking to maximize your wealth and secure your financial future?


If you answered “Yes” to either of those questions, then you’re in the right place!


At Kolinsky Wealth Management, we redefine real estate investing as a journey that’s not just about numbers–it’s about nurturing relationships, trust, and creating a “like family” experience for our clients.

We’re here to guide you through the incredible strategy of 1031 exchanges in commercial real estate. This powerful tool can help you optimize your returns and preserve your hard-earned capital.

Read more below to understand reasons why investors engage in 1031 exchanges and how 1031 exchanges can benefit you or your clients.

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Why Choose Us?


Expertise in
Real Estate Finance

Our team of seasoned financial advisors specializes in real estate investments. We understand the unique challenges and opportunities that come with this asset class.


We recognize that each real estate investor’s journey is unique. We craft personalized financial plans to suit your specific goals and risk tolerance, whether you’re a first-time buyer or a seasoned pro.

Portfolio Management

We provide end-to-end solutions to help you build, diversify, and optimize your real estate investment portfolio. From acquisition to sale, we’ve got you covered.

Security &
Risk Mitigation

Our wealth management strategies are designed to protect your investments and grow your wealth. We’ll help you navigate market fluctuations and economic cycles.

More than just Clients,
Become a part of the Family

Becoming a part of our family means experiencing financial peace of mind. It’s knowing that you have a dedicated team looking out for your financial well-being and empowering you to achieve your goals.

Growth &
Wealth Building

Our mission is to help you achieve your financial dreams. With our guidance, you can take your real estate investments to new heights, ensuring a secure future for you and your loved ones.

We Are Tax Advisors For Real Estate Investors

We specialize in helping real estate professionals and investors navigate the complexities of 1031 exchanges in commercial real estate. Our team is dedicated to ensuring your success, from the initial property sale to the acquisition of new investments.

Our Experience 


Years In Real Estate Investments


Dollars In Combined Real Estate Transactions



Under Section 1031 of the IRC, a 1031 exchange allows you to invest profits from selling
one investment property into a similar or “like-kind” and often more valuable property
within 180 days, possibly deferring the taxes indefinitely.

Using a 1031 exchange, you can trade one property for
another property with potentially more value.


Difference between a Wealth Management Firm and a Qualified Intermediary


Have you ever questioned who is the right fit for your 1031 Exchange transaction?


Qualified Intermediary


Specialization: QIs specialize in facilitating 1031 exchanges. Their primary role is to hold the proceeds from the sale of the relinquished property and then transfer those funds to acquire the replacement property. They ensure compliance with IRS regulations governing 1031 exchanges.

Limited Scope: QIs are focused solely on the exchange process. They don’t typically provide broader financial or wealth management services.

Risk Mitigation: They mitigate the risk of the exchanger receiving the funds, thereby ensuring the transaction meets the requirements for a tax-deferred exchange.

Transaction Expertise: QIs have specific expertise in managing 1031 exchanges and are well-versed in the rules and regulations governing such transactions.



Kolinsky Wealth Management


Comprehensive Services: Wealth management firms offer a wide array of financial services, including investment management, financial planning, retirement planning, tax planning, estate planning, and more.

Holistic Approach: They take a holistic view of a client’s financial situation, offering services to optimize overall financial health and meet various long-term goals.

Broader Financial Guidance: Unlike QIs, wealth management firms focus on overall financial well-being, not just on a specific transaction. They consider a client’s entire financial picture when offering advice and services.

Investment Management: They manage investments, provide guidance on various financial instruments, and assist in growing and preserving wealth.

Understanding the 1031 Tax-Deferred Exchange Timeline


A 1031 tax-deferred exchange is a powerful tool for real estate investors looking to defer capital gains taxes while growing their real estate portfolio. To make the most of this opportunity, it’s crucial to understand the timeline and key milestones involved. Here’s a step-by-step breakdown of the 1031 exchange process:


Day 1 – Identify the Replacement Property:

The 45-day countdown begins the day you close on the sale of your relinquished property. Within the first 45 days, you must identify potential replacement properties in writing. You can identify up to three properties, regardless of their total value, or any number of properties as long as their combined value does not exceed 200% of the relinquished property’s value.

Day 0 – Closing on the Relinquished Property:

You have a total of 180 days from the date of closing on your relinquished property to complete the exchange. This includes the initial 45-day identification period and the subsequent 135-day exchange period.

Days 46-180 – Due Diligence and Purchase:

Once the replacement property is identified, you must initiate the purchase process. The purchase must be completed within 180 days from the sale of the relinquished property. It’s crucial to perform due diligence on the replacement property during this period.

Ready to explore the benefits of a 1031 exchange in commercial real estate? We’re here to answer your questions, provide expert guidance, and help you make the most of your real estate investments.

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Kolinsky Wealth Management

Contact us today to start your "like family" wealth management journey. Trust Kolinsky Wealth Management to be your family in finance—caring, committed, and always by your side.

Schedule a Meeting with
Chad Kolinsky, CFA

You can schedule a meeting with Chad Kolinsky by accessing his calendar below:

Frequently Asked Questions

Why Do I Need A Qualified Intermediary?

A Qualified Intermediary plays a vital role in facilitating property exchanges as mandated by Section 1031. Kolinsky Wealth Management streamlines this process by receiving your property, transferring it to a buyer, managing the proceeds, acquiring the replacement property, and transferring the title back to you. This role demands expertise, specialized knowledge, and meticulous attention to detail to safeguard the tax-deferred nature of the transaction.

Can Anyone Serve As A Qualified Intermediary?

There are specific individuals who are not eligible to serve as your Qualified Intermediary. Typically, this group encompasses particular family members or anyone who, within the two years leading up to your exchange, has served as your legal counsel, accountant, real estate broker, or agent.

What Characteristics Should My Advisors And I Look For In Selecting A Qualified Intermediary?

When making your decision, it’s essential to take into account factors such as experience, financial strength, and customer satisfaction.

If I Selected A Qualified Intermediary, Do I Still Need A Legal Or Tax Advisor?

Qualified Intermediaries are designated to execute the exchange and complete the required documentation for tax deferral. However, we are not allowed to offer guidance on the advisability or tax consequences of the exchange.

How Do I Identify A Replacement Property?

To identify replacement property, you must submit a written description that is clear, signed by you, and delivered or sent before midnight on the 45th day. Kolinsky Wealth Management will furnish you with the necessary forms to help fulfill this obligation.

What Happens If I Sell A Property And Then Decide I Want To Make It A Part Of A Tax-Deferred Exchange?

If you have received proceeds from the sale, directly or indirectly, it may hinder your ability to include the property in a tax-deferred exchange. This underscores the importance of clearly stating your intent to incorporate this transaction into a tax-deferred exchange within the sales contract for the relinquished property.

In cases where you have entered into a sales contract but have not yet finalized the deal, there might still be an opportunity to proceed with a deferred exchange. To do so, it’s essential to complete the requisite exchange documentation, identify the replacement property within 45 days of the sale’s closure, and ultimately take possession of it within 180 days or prior to your tax return’s deadline. Consulting with your attorney or tax advisor is highly recommended for proper guidance to navigate this process.

Does Vacant Land Qualify As "Like-Kind" Property?

Certainly, provided that it has been utilized for productive purposes in a trade or business, it is deemed to be of like-kind with all other categories of real property.