1031 Exchange Resources
Guides, calculators, and tools to help you successfully navigate your 1031 exchange and maximize tax savings.
Featured Guides
What is a 1031 Exchange?
Complete introduction to 1031 exchanges, benefits, and how they work.
7 Essential IRS 1031 Exchange Rules
Critical rules and compliance requirements every real estate investor must know.
5 Tips for 45-Day Identification
Master the identification period with proven strategies for meeting deadlines.
1031 Exchange Backup Strategies
DSTs, partial exchanges, and contingency planning for guaranteed success.
How to Use a 1031 Exchange
Complete step-by-step guide to the entire 1031 exchange process.
Downloadable Guide
The Complete 1031 Exchange Guide
Your comprehensive PDF resource for understanding and executing successful 1031 exchanges
What's Inside:
- ✓Step-by-step guide to the 1031 exchange process
- ✓Critical deadlines and how to meet them
- ✓DST vs TIC comparison and investment strategies
- ✓Common mistakes to avoid and best practices
- ✓Tax implications and wealth-building strategies
Complete Educational Library
Comprehensive guides covering every aspect of 1031 exchanges, from basic concepts to advanced strategies.
IRS Rules & Compliance
7 Essential IRS 1031 Exchange Rules
Critical rules and compliance requirements every investor must know.
Tax Implications of Selling Investment Property
Understanding capital gains, depreciation recapture, and tax deferral strategies.
Asset Classes & Investment Types
1031 Exchange Asset Classes Comprehensive Guide
Complete guide to multifamily, NNN, industrial, and other asset classes for 1031 exchanges.
721 Exchange via DST: Pros & Cons
Understanding DST to 721 UpREIT conversions and their tax benefits.
1031 Legal Structures: DST, TIC & QOF
Compare legal structures and choose the right investment vehicle for your needs.
DST Exit Strategies Complete Guide
Comprehensive guide to DST exit options and strategic planning for liquidity events.
Process & Strategy
How to Use a 1031 Exchange
Complete step-by-step guide to the entire 1031 exchange process.
5 Tips for 45-Day Identification
Master the identification period with proven strategies for meeting deadlines.
1031 Exchange Backup Strategies
DSTs, partial exchanges, and contingency planning for guaranteed success.
How to Avoid Boot with DST Strategy
Using Delaware Statutory Trusts to eliminate taxable boot and preserve deferrals.
Team Building & Due Diligence
Building Your 1031 Exchange Team
Essential professionals and their roles in successful 1031 exchanges.
6 Essential Questions for Your Qualified Intermediary
Critical questions to ask when selecting a qualified intermediary.
Risk Management & Analysis
1031 Threat Assessment: Fees, Debt & Risk
Military-grade risk assessment approach to DST investments and fees.
5 Critical Risks of Real Estate Debt
Essential debt risks every real estate investor must understand and mitigate.
Battlefield Terrain Analysis for Real Estate
Military intelligence approach to real estate asset strategy and analysis.
Beyond Broker Advice: ROI vs ROE in 1031 Exchanges
Understanding the difference between ROI and ROE for better investment decisions.
Case Studies
Case Studies
Real-world examples of successful 1031 exchanges, featuring different investor profiles and strategies.
View Case Studies