1031 Exchange
Investor Center (2021)

Whether you are brand new to 1031 exchanges, or need an advanced strategy, this is your go-to center for Section 1031 Exchange resources.

 

Exchange Basics

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WHAT YOU’LL LEARN

Learn the basics in simple, easy language. You’ll get definitions, examples, IRS rules, strategies, and more.

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Benefits to Real Estate Investors

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WHAT YOU’LL LEARN

Learn how 1031 exchanges help investors, including cash flow improvements, changing asset classes, and receiving stepped-up basis.

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The Qualified Intermediary

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WHAT YOU’LL LEARN

Learn what a Qualified Intermediary is and why you need one. See how your funds are protected, get helpful tips, and which key mistakes to avoid.

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Maximize Your Tax Benefits

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WHAT YOU’LL LEARN

Learn which 1031 strategies will maximize your tax benefits, including what to buy, how to hold title (and what to do with LLCs), plus tax calculations.

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Exchange Deadlines

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WHAT YOU’LL LEARN

Learn how to navigate the dreaded 1031 deadlines, how to properly identify replacement properties, and what advanced options you have.

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Avoiding Taxable “Boot”

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WHAT YOU’LL LEARN

Avoid triggering unnecessary taxes, learn to deal with outside cash or debt reduction in a 1031, and see helpful examples.

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1031 Exchange Process

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WHAT YOU’LL LEARN

Learn how to optimize your 1031 process, when to begin each step, and how to handle unforeseen changes. 

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Advanced Strategies

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WHAT YOU’LL LEARN

Navigate complicated deals. Find out how to buy the replacement prior to selling the relinquished. Or see how to make improvements in a 1031. (And lots more)

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