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Timely perspectives on 1031 exchanging, tax strategy, and capital preservation.
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Do the 1031 deadlines ever move?
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California 1031 Exchange Rules: The Clawback Provision Every CA Investor Must Understand
This article is for general educational purposes only and does not constitute legal or tax advice. California tax law changes frequently and individual
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What Is a 1031 Exchange? A Plain-English Guide to Section 1031
If you've sold investment real estate — or are about to — you've probably heard someone mention a "1031 exchange." It's one of the most powerful tools in the
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The ‘Like-Kind’ Rule: Still the Biggest Misconception in Real Estate
After more than two decades in the 1031 exchange game, I’ve noticed one thing hasn’t changed: the term “Like-Kind” is a total head-scratcher for many. It’s
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From Legacy to Liquidity: Re-Aligning Real Estate for the Next Generation
Every generation inherits not just assets, but assumptions. Properties acquired decades ago may no longer align with the investment thesis, risk tolerance, or
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Governance Meets the Clock: How Family Offices Institutionalize the 1031 Process
For family offices managing multi-generational real estate portfolios, the 1031 exchange is more than a tax strategy — it is a governance event. Every
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The Quiet Cost of Paying the Tax: Why Families Lose Momentum After a Sale
For many family offices, real estate isn’t just an allocation on a spreadsheet—it’s a foundational layer of the family’s wealth story. Properties purchased
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1031 Exchange Rules: What You Need to Know
A Section 1031 exchange allows an investor to defer capital gains taxes when selling an investment property, provided the proceeds are reinvested into a
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Improvement Exchanges: Building Value Into Your 1031
An improvement exchange (also known as a construction or build-to-suit exchange) allows an exchanger to use exchange funds to make improvements on the
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Like-Kind Properties Defined: What Qualifies for a 1031 Exchange
The term "like-kind" is one of the most misunderstood concepts in 1031 exchanging. Many investors assume it means you must exchange one type of property for
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Property Identification Rules in a 1031 Exchange
One of the most critical aspects of a 1031 exchange is the property identification process. You have exactly 45 days from the sale of your relinquished