1031 Exchange Resources

Guides, calculators, and tools to help you successfully navigate your 1031 exchange and maximize tax savings.

Featured Guides

Introduction

What is a 1031 Exchange?

Complete introduction to 1031 exchanges, benefits, and how they work.

Guide

7 Essential IRS 1031 Exchange Rules

Critical rules and compliance requirements every real estate investor must know.

Guide

5 Tips for 45-Day Identification

Master the identification period with proven strategies for meeting deadlines.

Strategic Guide

1031 Exchange Backup Strategies

DSTs, partial exchanges, and contingency planning for guaranteed success.

Complete Guide

How to Use a 1031 Exchange

Complete step-by-step guide to the entire 1031 exchange process.

Checklist

Due Diligence Checklist

20 critical questions to evaluate syndications, DSTs & passive investments.

Checklist

Deal Structure Guide

20 questions to evaluate fees, debt terms, and governance structures.

Complete Educational Library

Comprehensive guides covering every aspect of 1031 exchanges, from basic concepts to advanced strategies.

IRS Rules & Compliance

7 Essential IRS 1031 Exchange Rules

Critical rules and compliance requirements every investor must know.

Tax Implications of Selling Investment Property

Understanding capital gains, depreciation recapture, and tax deferral strategies.

Asset Classes & Investment Types

1031 Exchange Asset Classes Comprehensive Guide

Complete guide to multifamily, NNN, industrial, and other asset classes for 1031 exchanges.

721 Exchange via DST: Pros & Cons

Understanding DST to 721 UpREIT conversions and their tax benefits.

1031 Legal Structures: DST, TIC & QOF

Compare legal structures and choose the right investment vehicle for your needs.

DST Exit Strategies Complete Guide

Comprehensive guide to DST exit options and strategic planning for liquidity events.

Process & Strategy

How to Use a 1031 Exchange

Complete step-by-step guide to the entire 1031 exchange process.

5 Tips for 45-Day Identification

Master the identification period with proven strategies for meeting deadlines.

1031 Exchange Backup Strategies

DSTs, partial exchanges, and contingency planning for guaranteed success.

How to Avoid Boot with DST Strategy

Using Delaware Statutory Trusts to eliminate taxable boot and preserve deferrals.

Team Building & Due Diligence

Building Your 1031 Exchange Team

Essential professionals and their roles in successful 1031 exchanges.

6 Essential Questions for Your Qualified Intermediary

Critical questions to ask when selecting a qualified intermediary.

Real Estate Due Diligence Checklist

20 critical questions to evaluate syndications, DSTs & passive investments.

Real Estate Deal Structure Guide

20 questions to evaluate syndication & DST deal structures, fees, and terms.

Risk Management & Analysis

1031 Threat Assessment: Fees, Debt & Risk

Military-grade risk assessment approach to DST investments and fees.

5 Critical Risks of Real Estate Debt

Essential debt risks every real estate investor must understand and mitigate.

Battlefield Terrain Analysis for Real Estate

Military intelligence approach to real estate asset strategy and analysis.

Beyond Broker Advice: ROI vs ROE in 1031 Exchanges

Understanding the difference between ROI and ROE for better investment decisions.

Case Studies & Press

Case Studies

Real-world examples of successful 1031 exchanges, featuring different investor profiles and strategies.

View Case Studies

Press & Media

Read about Anchor1031 in the news, including our feature in International Business Times on our risk-informed approach.

View Press Coverage