Learn More About the 1031 Exchange

A 1031 exchange follows a clear set of IRS guidelines, but the experience of navigating one can vary significantly. The difference often comes down to preparation. Investors who approach a 1031 exchange with a plan already in place tend to move through the process with greater clarity and confidence. Those who wait until a property is under contract may find that timelines feel tighter, decisions feel more reactive, and options narrow quickly. Understanding why early 1031 exc

A 1031 exchange does more than defer taxes — it gives investors the flexibility to reshape their portfolios with intention. For some, that means consolidating multiple smaller properties into a single, more efficient asset. For others, it means expanding into several replacement properties that offer broader diversification, stronger income potential, or access to more resilient markets. As market cycles shift and investment goals evolve, the structure of a portfolio often ma

The most successful investors don’t just buy and hold — they rebalance. A 1031 exchange  isn’t just about deferring capital gains taxes. It’s a strategic opportunity to realign your portfolio, reduce management demands, and position your assets for more consistent long-term growth. As markets shift, so should your investment strategy. A 1031 exchange gives you the flexibility to reposition your holdings while keeping your capital working — without losing momentum to taxes. Wh

As the year begins to come to a close, many investors start thinking about tax planning and how to best position their portfolios for the...

The real estate market of 2025 looks different than it did even a few years ago. With higher interest rates, tighter lending, and limited...

Navigating a 1031 exchange timeline can feel like a race against the clock.  With just 45 days to identify replacement properties and 180...

If you're considering a 1031 exchange , you may have heard about Delaware Statutory Trusts (DSTs)  as a passive investment option. DSTs have become increasingly popular among investors looking to defer capital gains taxes while enjoying the benefits of institutional-quality real estate—without the headaches of active property management. But is a DST right for you? Let's explore the pros and cons of a DST 1031. In this article, we’ll break down the pros and cons of DST 1031 e

New to 1031 exchanges? This beginner-friendly guide explains how to defer capital gains taxes, what qualifies, and how to complete a 1031 exchange step by step.

If you're exploring the benefits of a 1031 exchange, you may be wondering— can I perform a partial 1031 exchange?  The short answer is yes, but there are a few key details to understand before moving forward. What Is a Partial 1031 Exchange? A partial 1031 exchange  occurs when you reinvest only a portion of your proceeds from the sale of a relinquished property into a new like-kind investment property. The remaining amount—often referred to as “boot”—is not reinvested and ma

If you're a real estate investor looking to grow your portfolio while deferring capital gains taxes, the 1031 exchange  is one of the...

A 1031 exchange is a powerful strategy for real estate investors seeking to defer capital gains taxes while reinvesting in new properties. However, the process is heavily regulated by the IRS, and several obstacles can arise that may complicate or even disqualify an exchange. By understanding these common challenges of a 1031 Exchange in advance, investors can successfully navigate a 1031 exchange while avoiding costly mistakes. Below, we explore the most common hurdles and h

A 1031 exchange is a powerful tool for real estate investors, allowing them to defer capital gains taxes by reinvesting the proceeds from a sold property into another like-kind property. While commonly used for rental properties, many property owners wonder if they can use a 1031 exchange for vacation or second homes. The answer depends on how the property has been used and whether it meets IRS requirements. Will explore when a vacation home or second home can qualify for a 1

1031 Exchange Deadlines: Key Timeframes & Rules Explained Navigating a 1031 exchange in San Diego  requires strict adherence to IRS-imposed deadlines. These timeframes are essential for a successful tax-deferred exchange , enabling investors to defer capital gains taxes  by reinvesting proceeds from a sold property into a like-kind replacement property. Understanding these critical deadlines is crucial for both first-time and seasoned investors. Here’s a breakdown of the 1031

A tax deferral 1031 exchange  is one of the most powerful tools for real estate investors looking to defer capital gains taxes  and reinvest in like-kind properties. To maximize the 1031 exchange tax benefits , it's essential to follow key strategies that align with IRS regulations and long-term investment goals. 1. Choose the Right Like-Kind Property The IRS requires that both the relinquished and replacement properties in a 1031 exchange  be held for investment or business

If you’re considering a 1031 exchange, understanding which 1031 exchange properties   qualify is essential for ensuring the success of your transaction. A 1031 exchange is a tax-deferral strategy under the Internal Revenue Code (IRC) Section 1031, allowing investors to defer capital gains taxes when exchanging one investment property for another of “like-kind.” But what exactly qualifies as “like-kind,” and what types of properties are eligible? This guide will break down the

Wondering how timelines work in a 1031 exchange? A 1031 exchange allows real estate investors to defer capital gains taxes by reinvesting proceeds from the sale of an investment property into a like-kind replacement property. A crucial factor in successfully completing a 1031 exchange is adhering to the strict timelines established by the IRS. Missing these deadlines can lead to disqualification and significant tax consequences. Below, we break down the essential timelines an

If you’re exploring the possibility of deferring taxes through a 1031 exchange, you may be wondering: Can I use a 1031 exchange for personal property, or is it only for real estate? Understanding the scope of eligible properties is crucial for making informed decisions about your investment strategy. Let’s delve into the distinctions between real estate and personal property in 1031 exchanges. Real Estate vs. Personal Property: The primary focus of 1031 exchanges is on real

Expanding your real estate portfolio to include foreign properties? You may be wondering: Can I use a 1031 exchange for foreign property?  Understanding the IRS regulations on international property exchanges is essential to making informed investment decisions. Like-Kind Requirement for 1031 Exchanges A critical factor in a 1031 exchange is the like-kind  requirement. While the IRS allows tax-deferred exchanges for certain types of U.S.-based real estate, the rules become mo

Are you considering a 1031 exchange involving properties with tenants or active lease agreements in place? Understanding the unique guidelines for these transactions is crucial to ensure IRS compliance and maximize the benefits of your 1031 exchange. Here, we will explore the essential considerations for exchanging tenant-occupied properties and how you can navigate the process successfully. Assumption of Leases in a 1031 Exchange In a 1031 exchange involving tenants in place

Here's what you need to know. If you're thinking about turning a rental property into your primary residence, you might wonder: Can a...