Title and Insurance Due Diligence in a 1031 Exchange: What to Review Before Closing
Title defects, insurance gaps, and environmental issues surface fastest under a 1031 exchange deadline. A pre-closing checklist for replacement property.
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Depreciation Recapture in a 1031 Exchange: What to Review With Your Tax Advisor
How depreciation recapture interacts with a 1031 exchange, why personal property components complicate it, and what to review before closing.
DSTs Inside a Self-Directed IRA: UBTI, UDFI, and Topics to Review Before You Invest
A self-directed IRA can hold a DST investment, but UBTI, UDFI, custodian rules, and RMD logistics all change how that decision plays out.
Choosing a Qualified Intermediary for a 1031 Exchange
Questions to ask before choosing the qualified intermediary who will hold your exchange proceeds during a 1031 transaction.
721 UPREIT Exchanges After a DST: Topics to Review With Your Advisor
A 721 exchange converts a DST interest into REIT operating partnership units, a one-way move worth reviewing with your advisor first.
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.
What to Clarify About Delaware Statutory Trusts Before Investing
DSTs are increasingly common as 1031 replacement properties, but they carry structural features that are easy to overlook. Here are the clarifying questions worth asking before investing.