Reverse 1031 Exchanges: Topics to Review With Your Advisors Before You Buy First
A reverse exchange flips the usual 1031 sequence, buying before selling. That structural difference raises questions worth reviewing with your advisors early.
Ideas for sharper advisor conversations.
Read practical guides for business sales, real estate exits, equity liquidity, windfalls, and other moments where the right advisor questions matter.
tax planning
1031 exchange
business sale
advisor-coordination
exit planning
financial advisor
liquidity event
real estate
capital gains
equity compensation
Debt Replacement Requirements in a 1031 Exchange: Topics to Review With Your Lender and Tax Advisor
Matching debt on a 1031 exchange replacement property is an overlooked step. Topics that come up when a lender and tax advisor compare notes.
Build-to-Suit 1031 Exchanges: Topics to Clarify Before You Start
Improvement exchanges add construction to a 1031 timeline. Here is what to clarify with your advisors before the exchange period runs out.
Related-Party Rules in a 1031 Exchange: Topics to Review With Your Tax Advisor
Selling or buying replacement property from a family member or related entity in a 1031 exchange triggers extra scrutiny. Here is what to review.
Depreciation Recapture in a 1031 Exchange: Topics to Review With Your Tax Advisor Before Your Replacement Property Closes
A 1031 exchange defers depreciation recapture rather than erasing it. Here are the coordination topics to walk through with your tax advisor and QI before closing.
DST 1031 Exchange Holding Period: Topics to Clarify With Your Tax Advisor Before Investing
A DST's holding period defines when capital comes back and what choices the investor has at the end. Here are the topics worth reviewing first.
The 180-Day Exchange Period in a 1031: Topics to Clarify With Your Tax Advisor Before Closing on Replacement Property
The 180-day exchange period sets a hard outside boundary on when replacement property must close. Here are the topics worth raising with your tax advisor.
DST Sponsor Due Diligence: Topics to Coordinate With Your Tax Advisor
A 1031 investor's checklist of sponsor due diligence topics to coordinate with a tax advisor before committing exchange proceeds to a Delaware Statutory Trust.
Partial 1031 Exchanges: Questions to Review With Your Advisors When Not All Proceeds Are Reinvested
Partial 1031 exchanges raise specific questions about boot, reinvestment timing, and replacement property identification worth clarifying upfront.