Reverse 1031 Exchanges: What to Review Before You Buy First
A reverse exchange lets you buy before you sell, but it changes who holds title and how the clock runs. Here is what to review first.
Capivise insights
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
financial advisor
advisor-coordination
equity compensation
liquidity event
exit planning
capital gains
estate planning
1031 Exchange: Questions to Ask Your Tax Advisor
A 1031 exchange can defer a large capital gains tax bill, but the rules are strict and the windows are short. These are the questions to work through with a tax advisor first.
Build-to-Suit 1031 Exchanges: What to Clarify Before Using an Exchange Accommodation Titleholder
A look at how build-to-suit 1031 exchanges use an exchange accommodation titleholder, where the construction clock gets tight, and what to review beforehand.
Related-Party Rules in a 1031 Exchange: Topics to Review With Your Advisors
What counts as a related party in a 1031 exchange, the two-year holding rule, and topics worth reviewing before you transact.
DST Exit Strategies: Topics to Review When a Sponsor Plans to Sell the Property
What happens when a DST sponsor sells the underlying property, and the questions worth raising with your advisor before that day comes.
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.
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.
Reverse 1031 Exchanges: What Real Estate Investors Need to Know
A reverse 1031 exchange inverts the typical order - acquire first, sell second - but the tax rules, financing constraints, and timeline are significantly more complex than a forward exchange.
Qualified Opportunity Zones: Questions to Explore With a Tax Advisor
Opportunity zone investments can defer capital gains from a business sale or liquidity event, but the rules are specific and the investment risks are real. Start with these questions.