1031 Exchange

A 1031 exchange is often evaluated as a transaction tool. Investors sell a property, reinvest the proceeds, and defer taxes. That framing is incomplete.

Learn the critical steps for a successful 1031 exchange to defer taxes and reinvest in like-kind properties with expert guidance from Wealthstone Group.

Succession planning in family-owned businesses is rarely just about ownership. It is about liquidity, fairness among heirs, tax exposure, and the long-term viability of both the business and the family balance sheet.

For experienced real estate owners, the 1031 exchange is rarely new. Many have executed one before, or at least evaluated it seriously during a sale.

A 1031 exchange is one of the most powerful ways for real estate investors to defer capital gains taxes. But sometimes, even with the best planning, things don’t go as expected.

When you sell a property with a large gain, the tax bill can be significant. Many real estate owners look for ways to reduce the tax impact of a sale without being forced to reinvest immediately or complete a rushed 1031 exchange.

Owning a second home can be both emotional and financial: it may serve as a retreat, a family gathering place, and a meaningful part of your long-term wealth.

Building a solid financial plan sets the foundation for achieving your life’s most important goals—from securing retirement and homeownership to growing your investment portfolio.

Delaware Statutory Trusts (DSTs) offer a compelling entry into high-quality commercial real estate—especially for those executing 1031 exchanges.