---
title: "Halfway through the Year: Is your Current investment property working as hard as the Next one could be?"
description: We're officially halfway through the year. If you're considering selling investment property in 2026, July is a good reminder that tax planning isn't just something to think about in December or at the time you are ready to list the property. Now is the time to start planning—not when you're under contract.
---

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# Halfway through the Year: Is your Current investment property working as hard as the Next one could be?

 by [Maura Snabes | SVP, Corporate Counsel](https://blog.visitcss.com/insights/author/maura-snabes)

 July 1, 2026

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**Halfway through the Year: Is your Current investment property working as hard as the Next one could be? **

by Maura Snabes, Esq., CES, NTP

July 2026

We're officially halfway through the year. If you're considering selling investment property in 2026, July is a good reminder that tax planning isn't just something to think about in December or at the time you are ready to list your property for sale. **Now** is the time to start planning—not when you're under contract.

If you're considering selling investment real estate this year, the decisions you make **before** listing the property can have a significant impact on your options later.

A well-planned 1031 exchange can help investors:

• Defer capital gains taxes

• Consolidate or diversify holdings

• Move into properties with stronger income potential

• Better align a portfolio with long-term goals

The most successful exchanges don't begin after a purchase agreement is signed—they begin months earlier with thoughtful planning and the right team.

A CPA can help determine whether a 1031 exchange is the best choice compared with alternatives, especially if you have:

- Capital losses that could offset gains.
- Lower-income years that may reduce tax rates.
- Estate planning goals.
- Plans to refinance, gift, or eventually sell the replacement property.

Corporate Exchange Services frequently joins conference calls with the taxpayer and their CPA or tax advisor to help ensure the exchange is properly planned from the outset. A productive pre-planning meeting with your QI and CPA typically covers:

Bottom Line: A little pre-planning in the beginning, means for a successful 1031 exchange for the taxpayer in the end. 

 

 

 

 

 

                                                                                                             

 

![](https://blog.visitcss.com/hs-fs/hubfs/mo%208-JPG-1.jpeg?width=160&height=185&name=mo%208-JPG-1.jpeg)Maura is a licensed attorney and a Certified Exchange Specialist. She is a founder of Corporate Exchange Services (CXS), established in 1995. 

CXS is a member of the Federation of Exchange Accommodators (FEA), the industry's leading professional trade organization. 

[More by this author »](https://blog.visitcss.com/insights/author/maura-snabes)

 

Corporate Exchange Services handles forward, reverse, and improvement exchanges throughout the U.S.

Regardless of the transaction complexity, CXS has the expertise and personal approach needed to successfully complete even the most complex 1031 exchange.

Contact [msnabes@corp1031.com](mailto:msnabes@corp103.com) to get started

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---

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### Maura Snabes | SVP, Corporate Counsel

Maura practices in the area of Real Estate and Corporate Law. Maura has been the corporate legal counsel for a title company since 1994 and has been with Corporate Settlement Solutions since 2002, as the underwriting and claims counsel.

[More by this author](https://blog.visitcss.com/insights/author/maura-snabes)

---

Corporate Settlement Solutions (CSS) is a single-source provider of real estate title, closing, valuation, flood, and recording solutions. Our team is highly engaged in delivering results that make our customers more efficient, effective, and profitable. Contact [sales@visitcss](mailto:sales@visitcss) to get started!

---

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As...

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