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Optimize your capital gains and minimize

your tax pains with a 1031 Exchange.


Kolinsky Wealth Management is a highly respected financial advisory firm for clients seeking to take full
advantage of IRS Section §1031 regarding the sale of investment and commercial real estate.




We have over 25 years of experience helping clients utilize 1031 Exchanges to defer capital gains taxes,
and purchase passive, cash-flowing, professionally managed replacement properties.


Read more below to understand why investors engage in 1031 exchanges and how 1031 tax-deferred exchanges work.

Why Choose KWM?


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. While transacting a 1031 exchange is a great way to examine our expertise, we also craft personalized financial plans to suit your long-term goals.


By utilizing traditional and alternative asset classes in our asset-allocated strategies, we better diversify our client’s portfolios and position them for long-term growth.

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.

Request a Free 1031 Exchange Consultation

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


In Clients AUM in Investment Real Estate


Why Delaware Statutory Trusts (DST) are

the Preferred Choice for Many Investors.


 At KWM, we are not only experts in identifying and closing securitized real estate properties that satisfy 1031 exchange requirements but also specialists in Delaware Statutory Trusts (DST).

A DST permits fractional ownership, allowing multiple investors to share ownership in a single property or a portfolio of properties. This legally qualifies as a replacement property as part of an investor’s 1031 exchange transaction, while taking all the decision-making out of the hands of the investor and placing it into the hands of an experienced sponsor-affiliated trustee.

You have total peace of mind because KWM works with multiple investment managers to find the best-fitting 1031 exchange properties for our clients, performing the due diligence necessary to ensure our clients have total peace of mind.

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.

Hear From Our 1031 Exchange Clients:

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Eve CrawfordProduct Designer

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Zak ReidInstructor, Skate Nao

I'm wondering why I never contacted these guys sooner! Seriously, they all have commendable talent in their respective fields and knocked my concept out of the ballpark. Thanks for an amazing experience!

Jack GrahamCo Founder, Coffee Inc


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

What is a 1031 Exchange?

A 1031 exchange, also known as a like-kind exchange, is a tax-deferment strategy that allows real estate investors to defer capital gains taxes on the sale of investment property. This means that instead of paying taxes on the profits from the sale of the property, the investor can use those funds to reinvest in a new property and defer the taxes until a future sale.

To qualify for a 1031 exchange, the properties being sold and purchased must be “like-kind” properties, which means they must be of similar nature, character, or class. This includes any kind of real estate, whether it be residential, commercial, or industrial.

There are strict rules and timelines that must be followed when participating in a 1031 exchange. For example, the investor must identify a replacement property within 45 days of the sale of their current property and complete the exchange within 180 days.

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.

What is Boot in a 1031 Exchange?

“Boot” is an important concept to understand in a 1031 exchange. If you receive boot, it will be subject to capital gains tax and may also be subject to depreciation recapture. It’s important to work with a qualified intermediary who can help you navigate the rules and regulations of a 1031 exchange and ensure that you maximize the tax benefits 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.

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.

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.

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.