Educational Resource
Explore 1031 Exchange & DST Replacement Property Strategies
Educational resources and investor qualification tools for property owners seeking tax-deferred real estate reinvestment options.
Free download
1031 Timeline Checklist
The 45-day & 180-day deadlines, key steps, and paperwork.
The basics
What is a 1031 exchange?
A 1031 exchange, named after Section 1031 of the Internal Revenue Code, allows investors to defer capital gains taxes on the sale of investment real estate by reinvesting the proceeds into a 'like-kind' replacement property within specific IRS deadlines. Used correctly, it preserves equity that would otherwise be lost to taxes.
Read the 1031 Exchange GuideReplacement options
What is a DST?
A Delaware Statutory Trust (DST) is a legal structure that allows multiple investors to hold fractional, beneficial interests in institutional-quality real estate. DSTs are commonly used as 1031 replacement property because the IRS treats certain DST interests as 'like-kind' real estate, offering a fully passive alternative to active property management.
Learn about DST investmentsFree download
1031 Exchange Timeline & DST Readiness Checklist
A printable, step-by-step educational checklist covering the 45-day identification rule, 180-day exchange window, qualified intermediary requirements, and what to gather before evaluating DST replacement property.
Get the checklist- Pre-sale planning checklist
- Selecting a Qualified Intermediary
- 45-day identification methods
- 180-day exchange deadline tracking
- DST due diligence questions
- Accredited investor self-screening