Do You Need Liquidity from a Sale? When a Partial 1031 Exchange May Be Worth Considering

Do You Need Liquidity from a Sale? When a Partial 1031 Exchange May Be Worth Considering

Explore the benefits of a partial 1031 exchange, balancing tax deferral with liquidity needs, and how it aligns with your financial strategy.

Jun 03, 2026 4 min read
How Debt Works in a 1031 Exchange and What Happens If You Don't Replace It

How Debt Works in a 1031 Exchange and What Happens If You Don't Replace It

Discover how debt influences 1031 exchanges and the importance of replacing it to achieve full tax deferral. Understand your options and planning strategies.

Jun 01, 2026 4 min read
Can You Complete a 1031 Exchange During Bankruptcy? What Investors Need to Know

Can You Complete a 1031 Exchange During Bankruptcy? What Investors Need to Know

Explore how a 1031 exchange can still be executed during bankruptcy, focusing on control, court approval, and the unique challenges investors face in this complex process.

May 29, 2026 4 min read
How Master Leases Shape Cash Flow, Risk, and Returns in DSTs

How Master Leases Shape Cash Flow, Risk, and Returns in DSTs

Discover how master leases influence cash flow, risk, and returns in Delaware Statutory Trusts (DSTs) and why understanding their structure is crucial for investors.

May 25, 2026 4 min read
The 45-Day Identification Rule: What Real Estate Investors Get Wrong

The 45-Day Identification Rule: What Real Estate Investors Get Wrong

Discover the critical importance of the 45-day identification rule in a 1031 exchange and learn how strategic planning can enhance your investment outcomes.

May 11, 2026 4 min read
What Real Estate Investors Should Know Before Investing Into a DST

What Real Estate Investors Should Know Before Investing Into a DST

Discover key insights into investing in Delaware Statutory Trusts (DSTs) and understand the implications of passive ownership before committing your capital.

May 06, 2026 3 min read
721 vs. 1031: Two Paths Out of Investment Real Estate

721 vs. 1031: Two Paths Out of Investment Real Estate

Explore the differences between 721 and 1031 exchanges for real estate investments, focusing on liquidity, diversification, and investor objectives.

May 04, 2026 3 min read
Using 1031 Exchanges to Preserve Real Estate Wealth Across Generations

Using 1031 Exchanges to Preserve Real Estate Wealth Across Generations

Multigenerational estate planning is not only about transferring assets. It is about transferring outcomes.

Apr 27, 2026 3 min read
Understanding Your Options After a 1031 Exchange Breaks Down

Understanding Your Options After a 1031 Exchange Breaks Down

A failed 1031 exchange is not uncommon, but it is rarely anticipated. Identification deadlines, financing delays, buyer withdrawals, and documentation errors can all derail an exchange. When that happens, investors are left facing immediate tax consequences and limited options.

Apr 24, 2026 2 min read