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How 1031 Exchanges Can Help Diversify Your Real Estate Portfolio

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For many investors, 1031 exchanges are often used for tax deferral benefits. By exchanging like-kind properties, investors may defer recognition of capital gains, potentially allowing them to keep more capital invested. However, delayed tax payments aren’t the sole benefit of 1031 exchanges. Such transactions also offer real estate diversification. In this article, Realized 1031 explores how a 1031 exchange can be used as part of a broader diversification strategy.

Aug 20, 2025

Incorporating 1031 Exchanges Into Your Estate and Legacy Planning

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Most investors think of wills, trusts, and beneficiary designations when it comes to estate planning. However, there are other tools at their disposal that can help with areas such as tax deferral and long-term planning. One of these is the 1031 exchange. This strategy is typically used for tax-deferral purposes, but it can also help during estate planning and settlement.

Aug 19, 2025

1031 Exchange Solutions for High-Net-Worth Investors

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As a high-net-worth investor (HNWI), managing your real estate portfolio goes beyond acquiring new assets. You also have to consider other aspects like tax exposure, wealth preservation, and long-term flexibility. One strategy designed to help address these considerations is the 1031 exchange. Also called the like-kind exchange, this strategy can potentially allow you to defer capital gains taxes, diversify your portfolio, and even enjoy passive income.

Aug 11, 2025

Can You 1031 Out of a TIC?

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Being a co-owner in a tenancy-in-common (TIC) can offer advantages, such as access to larger properties, but it may also introduce structural limitations. Investors seeking greater control or portfolio simplification may consider exiting a TIC interest. This raises an important question: can a TIC interest be exited through a 1031 exchange?

Aug 10, 2025

Using 1031 Exchanges for Succession Planning in Family-Owned Businesses

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A family-owned business is often created with the goal of building a legacy and supporting future generations. However, succession planning can be a complex and sensitive undertaking. The stakes can be high, especially if real estate is part of your business’s assets. One strategy that may be used to defer capital gains taxes and align real estate holdings with long-term planning goals is the Section 1031 exchange.

Aug 7, 2025

Who Can Advise Me on a 1031 Exchange?

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Undergoing a 1031 exchange is a tax-deferred transaction. While often utilized by accredited investors, it is open to a range of taxpayers who meet the criteria. The process includes strict timelines and compliance obligations, and even small errors can jeopardize the tax-deferral benefits. For this reason, many investors choose to engage qualified professionals who can offer guidance and help support compliance throughout the exchange.

Aug 3, 2025

Can You Do a 1031 Exchange on a Manufactured Home?

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A 1031 exchange is a tax-deferred investment strategy that lets you swap two like-kind properties. Since the transaction may qualify for tax deferral, you can delay capital gains tax payments and preserve your capital. However, taxes are not eliminated and may apply under certain circumstances. The types of assets you can exchange are regulated by the IRS, so you can’t exchange properties on a whim.

Aug 1, 2025

1031 Exchanges and DSTs: A Passive Ownership Option for Real Estate Investors

New houses construction.

Jul 25, 2025

What Is a 1031 Exchange Custodian?

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Among the many professionals you’ll need to work with during a like-kind swap, the qualified intermediary (sometimes informally referred to as a custodian, accommodator, or facilitator) is among the most essential professionals involved in a like-kind exchange. Who is the custodian? While sometimes referred to as a custodian, the formal IRS term is qualified intermediary. These entities help coordinate the transaction by holding sale proceeds, preparing required documentation, and facilitating timely reinvestment.

Jul 25, 2025

Do You Need a Realtor To Do a 1031 Exchange?

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If you enter a 1031 exchange for its tax-deferral benefits, you’ll need to work with various professionals, companies, and other entities to ensure a successful transaction. Some are absolutely required, such as the qualified intermediary. Others are optional, such as a 1031 exchange realtor. Do you need a realtor to do a 1031 exchange, then? Realtors can assist with identifying like-kind properties, coordinating closings, and navigating market conditions, all of which can be beneficial within the exchange timeline.

Jul 18, 2025

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