Clarity for complex decisions
1031 Exchange Resources
Explore 1031 fundamentals, DST education, due diligence and analysis, investor scenarios, and practical planning tools.
GUIDE
The 1031 Exchange Process
A practical overview of key parties, deadlines, identification rules, reinvestment requirements, and common planning considerations.
EDUCATION
Understanding DST Investments
Learn how DST ownership works, why it may qualify as replacement property, and the principal investment and liquidity risks.
INSIGHTS
Articles & Market Commentary Coming Soon
Ongoing educational content addressing exchange strategy, DST structures, real estate fundamentals, and investor decision-making.
EP1031 differentiation
How we evaluate a DST offering.
Explore our six-part framework for reviewing the sponsor, underlying property, financing, fees, underwriting assumptions, pro forma projections, and investor fit.
PLANNING TOOL
1031 Exchange Planning Checklist
Organize property, ownership, financing, timing, replacement property, and professional-coordination details before the relinquished-property closing.
Articles & Market Commentary — Coming Soon
Practical guidance for each stage of an exchange.
Coming Soon: new educational articles and market commentary are being prepared for publication.
Discuss your exchange