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Master the Art of Reverse 1031 Exchanges

Saturday, May 02

Did you know that a reverse 1031 exchange can help you secure your new replacement property before selling your current relinquished property? A forward 1031 exchange, frequently referred to as a delayed 1031 exchange or like-kind exchange, involves investors selling their current relinquished p...


1031 Exchange Notice to Real Estate Investors

Friday, May 01

Successful 1031 exchanges requires special planning and strict adherence to specific transaction details. If an investor plans to structure a forward (regular) 1031, reverse 1031, improvement 1031, leasehold improvement 1031, foreign property 1031 or zero equity exchange, the investor must unders...


Legal Title or Same Taxpayer: What Really Matters for 1031 Exchanges

Wednesday, April 29

Navigating the complexities of a tax-deferred exchange under Section 1031 of the Internal Revenue Code (IRC) requires careful precision, especially when it comes to the "same taxpayer requirement." It is often incorrectly thought that legal title to the relinquished property (sale) and the replac...


Failed 1031 Exchanges: Year-End Planning

Wednesday, November 20

You do your due diligence, select your Qualified Intermediary and open your 1031 Exchange account (refer to blog post on Qualified Intermediaries Are Not Created Equal for what to look for when selecting a Qualified Intermediary).  You sell and close on the sale of your relinquished property.  Yo...


1031 Exchange Qualified Intermediaries Are Not Created Equal

Saturday, August 10

Investors generally think 1031 Exchange Qualified Intermediaries are all the same – but Qualified Intermediaries are absolutely not created equal – and the differences can be significant and critical. Did you know there is no government oversight of Qualified Intermediaries.  Less than 1% are act...


How To Choose a Qualified Intermediary (Accommodator)

Saturday, November 22

The Qualified Intermediary (often referred to as the Accommodator or Facilitator) is a crucial part in the administration of any 1031 Exchange transaction.  In order to save space in this blog post, I will refer to the Qualified Intermediary as the QI.  It is critical that investors exercise extr...