Read practical guides for business sales, real estate exits, equity liquidity, windfalls, and other moments where the right advisor questions matter.
Some investors consider moving into a property they acquired in a 1031 exchange. These are the timing and tax topics worth raising with your advisors.
Tenants-in-common and DST interests both let investors co-own replacement property. These are the structural topics worth raising with your advisors.
Matching debt on a 1031 exchange replacement property is an overlooked step. Topics that come up when a lender and tax advisor compare notes.
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.
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.
