Lender Cash Traps in a 1031 Exchange: Four Scenarios That Can Derail a Replacement Property Closing
Learn how to navigate financing risks in a 1031 exchange, including appraisal issues and underwriting delays, to ensure a successful property closing.
How Long Do You Need to Hold a 1031 Replacement Property Before Converting It to Personal Use
Learn how to navigate the transition from a 1031 exchange replacement property to personal use, ensuring compliance and maximizing tax benefits.
Can You 1031 Exchange Into a Lower-Priced Property and What Happens When You Do
Discover how a 1031 exchange allows for purchasing lower-priced properties and understand the tax implications of accepting boot in your investment strategy.
How the Permanent Estate Tax Exemption Changes Planning for Real Estate Investors and Business Owners
Discover how the permanent estate tax exemption changes planning for real estate investors and business owners, offering new opportunities for wealth transfer strategies.
How DST Sponsor Reporting Works After a 1031 Exchange Investment
Understand the nuances of DST tax reporting after a 1031 exchange, including income reporting, depreciation, and essential CPA considerations.
How the One Big Beautiful Bill Act Changes Real Estate and Business Tax Planning in 2026
The One Big Beautiful Bill Act establishes a permanent $15 million estate and gift tax exemption, affecting real estate and business tax planning from 2026 onward.
Sale-Leaseback Transactions: When a Business Owner Should Separate the Real Estate From the Business
Explore how sale-leaseback transactions can help business owners separate real estate from their company, maximizing flexibility and financial outcomes.
Is Too Much of Your Real Estate Wealth Concentrated in One Market? How a 1031 Exchange Can Create Diversification
Explore how a 1031 exchange can help real estate investors diversify their portfolios and mitigate geographic concentration risks for long-term wealth preservation.
What Happens When a DST Offering Fully Subscribes During Your 1031 Exchange?
Learn how to navigate the challenges of DST offerings during a 1031 exchange, ensuring you have flexible and viable replacement property options.