1031 Investor Tools
1031 Exchange Wizard
Your Personalized Educational Planning Session
A conversational walkthrough of your 1031 exchange situation. Takes about 3 minutes. Educational only — not tax, legal, or investment advice.
Step 1 of 80% complete
Let's explore your 1031 exchange options
Answer a few quick questions and receive a personalized educational planning report covering your timeline, planning considerations, related resources, and a 1031 readiness score.
3 minutes
Conversational format
Readiness score
Personalized 0–100 rating
Educational report
Yours to keep & share
Educational use only. This tool provides general educational information about 1031 exchanges and does not constitute tax, legal, accounting, or investment advice. Always consult qualified professionals before making any investment or tax decision. The wizard does not verify accredited investor status or provide personalized recommendations.