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Complete 1031 Exchange Guide

Master every aspect of 1031 exchanges from basic concepts to advanced strategies. Our comprehensive guide covers fundamentals, rules, timelines, and tactics for successful tax-deferred exchanges. Then come explore our curated DST marketplace for pre-vetted, 1031 exchange eligible investments.

Start Your 1031 Exchange Journey

1

Master the Fundamentals

Beginner

What is a 1031 Exchange?

Essential foundation guide covering how 1031 exchanges work, benefits, and critical rules every investor must understand

Beginner

How to Use a 1031 Exchange

Complete step-by-step guide to executing your 1031 exchange from start to finish

Beginner

7 Essential IRS 1031 Exchange Rules

Critical rules and deadlines every real estate investor must know to avoid disqualification

Intermediate

5 Tips for 45-Day Identification

Master the identification period and avoid costly mistakes with expert strategies

2

Strategic Planning & Analysis

Intermediate

1031 Exchange Asset Classes Guide

Comprehensive analysis of multifamily, NNN, self-storage, and industrial properties for strategic selection

Intermediate

ROE vs ROI: Best Metric for 1031 Exchange

Learn the crucial difference between ROE and ROI when evaluating exchange opportunities

Intermediate

Building Your 1031 Exchange Team

Complete guide to selecting and vetting your qualified intermediary and exchange professionals

Advanced

Tax Implications of Selling Investment Property

Complete guide to capital gains, depreciation recapture, and tax planning strategies

Ready for Advanced Strategies?

Once you've mastered the fundamentals, explore risk management, backup strategies, and exit planning. Many investors find DST properties provide the certainty needed for tight exchange timelines.

Explore Advanced Strategies

Disclosure

Tax Complexity and Investment Risk

Tax laws and regulations, including but not limited to Internal Revenue Code Section 1031, bonus depreciation rules, cost segregation studies, and other tax strategies, contain complex concepts that may vary depending on individual circumstances. Tax consequences related to real estate investments, depreciation benefits, and other tax strategies discussed herein may vary significantly based on each investor's specific situation and current tax legislation. Anchor1031, LLC and Great Point Capital, LLC make no representation or warranty of any kind with respect to the tax consequences of your investment or that the IRS will not challenge any such treatment. You should consult with and rely on your own tax advisor about all tax aspects with respect to your particular circumstances. Please note that Anchor1031 and Great Point Capital, LLC do not provide tax advice.

Anchor1031

The information contained in this article is for general educational purposes only and does not constitute legal, tax, investment, or financial advice. This content is not a recommendation or offer to buy or sell securities. The content is provided as general information and should not be relied upon as a substitute for professional consultation with qualified legal, tax, or financial advisors.

Tax laws, regulations, and IRS guidance regarding 1031 exchanges are complex and subject to change. Information herein may include forward-looking statements, hypothetical information, calculations, or financial estimates that are inherently uncertain. Past performance is never indicative of future performance. The information presented may not reflect the most current legal developments, regulatory changes, or interpretations. Individual circumstances vary significantly, and strategies that may be appropriate for one investor may not be suitable for another.

All real estate investments, including 1031 exchanges, are speculative and involve substantial risk. There can be no assurance that any investor will not suffer significant losses, and a loss of part or all of the principal value may occur. Before making any investment decisions or implementing any 1031 exchange strategies, readers should consult with their own qualified legal, tax, and financial professionals who can provide advice tailored to their specific circumstances. Prospective investors should not proceed unless they can readily bear the consequences of potential losses.

While the author is a partner at Anchor1031, the views expressed are educational in nature and do not guarantee any particular outcome or create any obligations on behalf of the firm or author. Neither Anchor1031 nor the author assumes any liability for actions taken based on the information provided herein.