Investor guides

Guidance for different ownership situations and investment goals.

1031 exchange guidance by situation: tired landlords, retirees, business owners, farmers and ranchers, CPAs and advisers, and investors selling a property now.

• 1031 Exchange Guide for CPAs and Advisers: A Client Coordination Framework

  Coordinate a client’s 1031 exchange with clear roles, permissions, tax figures, investment review, deadline tracking, disclosures, and post-closing records.

• 1031 Exchange Options for Tired Landlords: Less Work, Clear Tradeoffs

  Compare better management, direct ownership, DSTs, and a taxable sale when rental work becomes too much. Review income, control, costs, and access to cash.

• 1031 Exchange Planning by Investor Type: Find Your Starting Point

  Find the right 1031 planning guide for your situation, from rental ownership and retirement to a farm or business sale, with questions to ask your advisers.

• 1031 Exchanges for Business Owners: Selling the Building and the Business

  Separate your company sale from the real estate exchange. Review ownership, asset allocations, working capital, closing dates, and replacement choices.

• 1031 Exchanges for Farmers and Ranchers: Land Sale and Family Planning

  Plan a farm or ranch sale by separating land, housing, operating assets, and family needs. Compare 1031 choices and newer qualified-farmland payment rules.

• 1031 Exchanges for Retirees: Income, Cash Reserves, and DST Tradeoffs

  Evaluate a 1031 exchange in retirement using spending needs, cash reserves, income stress tests, family plans, and the risks and limits of DST ownership.

• Selling Investment Property: A Practical 1031 Exchange Planning Guide

  Plan an investment property sale with clear 1031 steps, cash and debt figures, team roles, replacement comparisons, closing controls, and practical FAQs.