Plain English, no jargon. The deadlines, the taxes, the fees, and what can go wrong — written to be checked, not to sell you anything.
Talk to a 1031 specialistEverything you need to know about 1031 exchanges: how they work, who qualifies, the step-by-step process, common mistakes, costs, and whether one makes sense for your situation.
Each one builds on the last.
Everything you need to know about 1031 exchanges: how they work, who qualifies, the step-by-step process, common mistakes, costs, and whether one makes sense for your situation.
18 min readA practical step-by-step walkthrough of a 1031 exchange from preparation through closing and tax filing, including what to do at each stage and the mistakes to avoid.
16 min readThe seven IRS rules that govern every 1031 exchange. Break any one of them and the exchange fails — here's how to follow all of them.
14 min readA day-by-day timeline of the 1031 exchange process. What happens before, during, and after the 45-day identification and 180-day closing windows.
14 min readWhere you are in the exchange decides what to read next.
Start with the qualification rules and the two deadlines, then the sequence that carries them out.
Read the qualification rulesQualified intermediary, written identification, closing, and Form 8824 — the transaction in sequence.
Read the step-by-step guideCompare control, financing, diversification, due diligence, and exit mechanics for a DST interest and direct property.
Compare the ownership paths147 guides across 9 shelfs.
What a 1031 exchange is, which rules decide whether yours qualifies, and the mistakes that cost people the tax deferral.
What a Delaware Statutory Trust is, what it costs, how to judge the sponsor behind it, and how these investments end.
The state rules that sit on top of the federal ones: what your state taxes, what it withholds at closing, and what it can tax later.
A 1031 exchange against the alternatives: buying a replacement property yourself, a DST, an Opportunity Fund, or simply paying the tax.
The steps in order: picking a qualified intermediary, naming your replacement property by day 45, closing by day 180, and filing afterwards.
Technical walkthroughs and client-facing checklists for the CPAs, attorneys, and advisors who run 1031 exchanges for clients.
Checklists, worksheets, and identification letter templates for a 1031 exchange, written to be used as they are.
Worked illustrations of how a 1031 exchange runs end to end, including the ones that go wrong and what the mistake costs.
Rule changes, proposals in Congress, and the market conditions that affect 1031 exchanges and DSTs today.
225 active 1031 DST offerings in one table, built from SEC filings and public records.