IREXA Financial Book Consultation
For accredited investors selling real estate

Defer & Eliminate Your Capital Gains Taxes

Our clients have saved over $100 million in taxes. We engineer 1031 exchanges that defer your gain, satisfy every debt and value requirement, and still put tax-sheltered cash in your hands.

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See your numbers modeled live on screen before you commit to anything.
300+
Clients Served
$100M+
Taxes Saved
30+
Years Experience
1,000+
1031s Facilitated

Recent Client Results

These clients weren't unique. They were just like you. The difference is they made the right choice.

MH
Matt H.
$10.1M multifamily sale
$1.1M
in tax-free cash
The situation

He faced a $2.5M tax bill, and his entire $5.8M in proceeds was headed into a half-empty Phoenix office building.

The result

We cut the office stake to $2.2M, spread the rest across three deals, kept the exchange compliant, and used bonus depreciation to cover the tax on his cash out.

$2.5M
taxes deferred
-62%
office exposure
3 deals
diversified
RB
Rick B.
$5.5M 1031 exchange
+$40K/yr
more income, plus $300K cash
The situation

Rick had a $5.5M exchange and needed $300K in cash out of it without breaking the 1031.

The result

We modeled his 11 picks live on a Saturday call. Rick watched his income climb from $275K to $315K a year and was cashed out inside a week.

$315K
yearly income
$300K
cash out
1 week
to close
G&S
Gene & Sandy
$1M rental property sale
$300K
freed up, with every tax dollar deferred
The situation

They faced a $125K tax bill on their rental sale. Then they found out they needed $300K more to cover bills.

The result

We paired a high-leverage zero-coupon investment with an opportunity zone. They deferred all $125K and got the $300K they needed.

$125K
taxes deferred
$300K
cash freed
100%
of tax deferred

Three Ways We Maximize Your Wealth

Access Your Capital While Deferring Taxes

A standard exchange locks up every dollar. Our structures can keep your gain deferred while putting significant cash back in your hands.

Diversify Into Institutional-Quality Real Estate

Spread your gain across professionally managed properties that pay consistent monthly income, with none of the headaches of being a landlord.

Free Wealth Preservation Analysis

On your call, we model your portfolio live and show exactly how much tax you could save, how much cash you could access, and what your income could look like.

Strategies We Combine For You
1031 Exchanges Delaware Statutory Trusts Qualified Opportunity Funds Bonus Depreciation Zero-Coupon Structures LLC Structuring Land Donations Intangible Drilling Costs Tax Loss Harvesting
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How It Works

From consultation to close, with your numbers on screen the whole way.

Step 01

Private consultation

We map your gain, basis, recapture exposure, debt, and liquidity needs.

Step 02

Live portfolio build

You shortlist from 30 to 60 current offerings. We model allocations live until the numbers fit your goals.

Step 03

Execution

Our team prepares the paperwork and works alongside your CPA through close.

Meet Your Tax Strategy Expert

"My approach is very simple. It's all about you."

Bob Boggess, Chief Investment Strategist at IREXA Financial
IREXA Financial
Chief Investment Strategist

Bob Boggess

Over the last 30 years, Bob has helped more than 300 accredited investors save over $100 million in taxes, so they could keep more of what they make, grow their wealth faster, and protect their families.

30+
Years Experience
Three decades specializing in tax optimization and wealth preservation
1,000+
1031s Facilitated
Exchanges structured for accredited investors across the nation
$100M+
In Tax Savings
A proven record of turning tax problems into wealth builders

"I listen and learn about your taxable gains and then tailor unique solutions that match your exact situation, so you get to keep more of what you make."

Protect Your Wealth with Strategic Tax Mitigation

For over 30 years, IREXA has helped 300+ investors protect more than $100 million from unnecessary taxation. Our analytical approach identifies the optimal combination of tax-advantaged strategies for your unique situation.

Without An Advisor

Overwhelming tax liability
Missed investment opportunities
Lack of personalized guidance
Risk of non-compliance
Emotionally-driven decisions

With Our Advisors

Minimize your tax liability
Capitalize on tax-advantaged growth
Expert-led strategies for you
Peace of mind
Data-driven decisions
Timing Matters

The deadlines the IRS will not extend

The sooner we start, the more options you keep and the stronger the structure we can build.

Day 0
Your sale closes
The clock starts the moment you close.
Day 45
Name your properties
Replacement properties must be identified.
Day 180
Close the exchange
Your exchange is complete and your taxes deferred.

Frequently Asked Questions

Do you offer more than just 1031 exchanges?
Yes. We build around your full financial picture using Delaware Statutory Trusts, Qualified Opportunity Funds, bonus depreciation, zero-coupon structures, LLC structuring, land donations, intangible drilling costs, and tax loss harvesting. We also work with gains from stocks, crypto, and business sales.
Can I take cash out of a 1031 exchange?
Yes. Cash you take out is normally taxed, but we can pair your exchange with bonus depreciation so the write-offs offset that tax. Matt H. walked away with $1.1M in tax-free cash this way.
What is a DST 1031 exchange?
A Delaware Statutory Trust lets you exchange into a share of institutional-quality real estate. You defer your capital gains tax, diversify across properties, and collect consistent monthly income with zero property management.
What if my gain does not qualify for a 1031?
Gains that do not qualify for a DST or 1031 can often go into a Qualified Opportunity Fund, which can defer the tax and potentially eliminate tax on future growth.
I already sold. Is it too late?
You have 45 days from closing to identify replacement property and 180 days to complete the exchange. The sooner we talk, the more options you keep.
What does the consultation cost?
Nothing. Your consultation and wealth preservation analysis are complimentary.

It's Your Turn

Book your tax mitigation consultation today. In this private session, we will analyze your exact situation, show you how much you can save, and design a strategy tailored just for you.

The right tax strategy versus the wrong one could mean the difference in millions of additional wealth for you and your family.

Book Your Consultation
Or call 866-596-1031
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