Insights & Education
The 1031X Exchange Blog
Expert guidance on 1031 exchanges — tax strategies, legal compliance, investment approaches, and real-world examples from our Exchange Team.
Featured Article
Delaware Statutory Trust (DST) 1031 Exchange
A Delaware Statutory Trust (DST) is one of the most powerful replacement property options available to investors completing a 1031 exchange. It allows you to defer capital gains taxes by rolling proceeds from a sold property into a professionally managed,…
Read Article →Latest Articles
How to Turn Your Second Home Into a Tax-Deferring Investment
1031X is proud of its stellar 30-year reputation for helping successful investors become more successful. The primary benefit of all 1031 exchanges…
Key Insights for Managing Multiple Sales and Purchases in One 1031 Exchange
As a seasoned real estate investor, you’re likely familiar with the basics of a 1031 exchange, which allows you to defer capital…
How Filing Your Tax Return Early Could Disqualify Your 1031 Exchange
When engaging in a 1031 like-kind exchange, timing is everything. While the allure of filing your tax return early and checking it…
Understanding Disaster Relief Extensions and How They Impact 1031 Exchanges
Disasters are unfortunate; when they strike, they often leave significant damage and disruption in their wake. For real estate investors involved in…
FIRPTA Issues in 1031 Exchanges for Foreign Property Sellers
The Foreign Investment in Real Property Tax Act (FIRPTA) is a critical element of U.S. tax law that can greatly impact foreign…
Navigating IRS Rules for Vacation Homes & Second Homes In 1031 Exchanges
The benefits of a 1031 exchange are clear: deferring capital gains taxes, increasing your purchasing power, and enhancing your real estate portfolio.…
Navigating 1031 Exchange Requirements with Cooperation and Assignability Clauses
In a 1031 exchange, the investor (“exchangor”) hires a Qualified Intermediary (QI) to act as a middleman and help make sure the…
Understanding the Same-Taxpayer Rule in a 1031 Exchange
Navigating the same-taxpayer rule is crucial in a 1031 exchange. This rule dictates that the taxpayer who sells a property must be…
Mastering the Basics of Real Property and Like-Kind Property
Navigating the world of real estate investments can be complex, especially when dealing with tax deferral strategies like 1031 exchanges. Named after…
When to Start Preparing for a 1031 Exchange
A 1031 exchange, named after Section 1031 of the Internal Revenue Service’s tax code, allows investors to defer capital gains on selling…
Why Early Involvement of a Qualified Intermediary is Crucial for Successful 1031 Exchanges
The 1031 exchange is a powerful tool for real estate investors, allowing them to defer taxes and unlock capital after they sell…
Navigating Exchange Pitfalls: 6 Mistakes to Avoid in Your 1031 Exchange
If you invest in real estate or work with those who do, it’s not an exaggeration to say that understanding how the…
Guide to Converting Investment Property into Principal Residence
Many real estate investor clients ask how to convert an investment property into a principal residence after a 1031 exchange. Converting your…
1031 Interview: Lauryn Dempsey
Needless to say, the COVID-19 pandemic came out of nowhere and left an economy reeling in its wake. The effect on real…
1031 Interview: Caryn Botknecht
We explore the upcoming Biden Administration, the effect of COVID vaccines, which metrics matter the most when choosing real estate investments, and…
Biden’s “American Families Plan” to raise gains taxes, abolish large 1031 exchanges
Wednesday evening, President Joseph Biden unveiled his next ambitious $1.8 trillion spending bill — dubbed the American Families Plan. Almost immediately thereafter,…
Like Kind Exchange — Examples of “Boot”
What Is “Boot”? “Boot” is old financial parlance that means “value given in addition to.” In a 1031 Exchange, “boot” is anything…
Introducing: The 1031 Exchange Investor Center
1031x is very excited to announce the release of the new 1031 Exchange Investor Center. This free resource covers 37 key topics —…
1031 Interview: Real Estate Investing with Matthew Frankel, CFP
We explore the upcoming Biden Administration, the effect of COVID vaccines, which metrics matter the most when choosing real estate investments, and…
What We Know About Biden’s Plans for 1031 Exchanges
We explore the upcoming Biden Administration, the effect of COVID vaccines, which metrics matter the most when choosing real estate investments, and…
Adding Value to Your Investment Property Using Innovative Building Materials
AS THE OWNER of an investment property, one of your main priorities should be to add value to that property. You’ll generate more…
1031 Exchange Tax Reporting — How to File?
This is your simple guide to 1031 exchange tax reporting. Nobody enjoys paying their taxes. While we can’t make it fun for…
1031 Exchange vs Opportunity Zones. Which is better for you?
Comparing the Pros and Cons of Opportunity Zones and 1031 Exchange After the Trump administration signed into law the Tax Cuts and…
Partnership Strategies in a 1031 Exchange
– What to do when some partners want to do a 1031 exchange, but others don’t – A frequent call to our company goes…
4 Better Strategies for Owner Carry Financing
Owner Carry Financing in a 1031 Exchange – Installment Sales under IRC Section 453 – Investors often ask us if owner carried financing (installment…
A Guide To Understanding Reverse Exchanges
Want to utilize a 1031 exchange but need to close on your replacement property first? You should consider a “reverse” 1031. These transactions are…
Single Member LLCs as Tenants in Common
Why Tenants in Common (TIC) structure is advantageous for 1031 exchange investors The limited liability company (LLC) is a relatively young creature created by…
No articles match your search.
Additional Resources
Exchange Tools & Guides
Capital Gains Calculator
Estimate your potential capital gains tax liability and see how a 1031 exchange could defer it.
Try Calculator →Exchange Deadline Calculator
Know your exact 45-day identification and 180-day closing deadlines for any exchange start date.
Calculate Deadlines →Exchange Guides
In-depth guides covering every type of 1031 exchange — forward, reverse, improvement, and more.
View Guides →Ready to Talk?
See How We'd Handle Your Exchange.
Whether you're starting your first exchange or structuring a complex transaction — our Exchange Officers give you a clear picture of what comes next.
Talk to an Exchange Officer →