1031 RESOURCES

Clarity for
your next move.

Clarity for
your next move.

Guides, calculators, FAQs, and videos from exchange professionals who have completed more than 10,000 exchanges since 1991.

Guides, calculators, FAQs, and videos from exchange professionals who have completed more than 10,000 exchanges since 1991.

FOR PROFESSIONAL ADVISORS

Resources
for Advisors

Resources
for Advisors

Practical guidance for CPAs, attorneys, and real estate professionals.

New to 1031? Start here.

New to 1031? Start here.

Get a clear understanding of the basics before you plan your exchange.

Plan your next move.

Plan your next move.

Practical tools to help you plan with confidence.

TAX PLANNING

Tax deferral estimator

Tax deferral estimator

Explore your potential tax deferral.

Estimate your tax deferral

EXCHANGE TIMELINE

Exchange deadline calculator

Exchange deadline calculator

See the key dates for your exchange.

Day 45
Identification deadline
—
Day 180
Exchange deadline
—

Calendar days, including weekends and holidays.

Answers to the questions that matter.

Answers to the questions that matter.

Straightforward answers to common questions about 1031 exchanges.

Explore all resources.

Explore all resources.

Search our library of guides, articles, and tools.

Basics

How a 1031 Exchange Works

An introduction to the process, the parties involved, and the key milestones.

An introduction to the process, the parties involved, and the key milestones.

Read Article

Rules & timelines

Basics

Understanding the Identification Rules

An overview of the rules for identifying replacement property.

An overview of the rules for identifying replacement property.

Read Article

Basics

What Property Qualifies?

Understand the role of property use and investment intent.

Understand the role of property use and investment intent.

Read Article

Basics

Why Do You Need a Qualified Intermediary?

Draft resource awaiting review.

Draft resource awaiting review.

Read Article

Rules & timelines

How Marriage, Divorce, and Death Can Affect a 1031 Exchange

Learn how marriage, divorce, and death can affect a 1031 exchange, including ownership requirements, potential complications, and strategies to preserve tax deferral.

Learn how marriage, divorce, and death can affect a 1031 exchange, including ownership requirements, potential complications, and strategies to preserve tax deferral.

Read Article

Rules & timelines

Basics

When Can You Access Your 1031 Exchange Funds?

Learn when 1031 exchange funds can be released, why early withdrawals are restricted, and how to plan for accessing unused proceeds.

Learn when 1031 exchange funds can be released, why early withdrawals are restricted, and how to plan for accessing unused proceeds.

Read Article

Basics

Rules & timelines

Partial 1031 Exchanges: It's Not All or Nothing

A 1031 exchange doesn't have to be all or nothing. Learn how partial exchanges work, when taxable gain arises, and how different reinvestment strategies affect tax deferral.

A 1031 exchange doesn't have to be all or nothing. Learn how partial exchanges work, when taxable gain arises, and how different reinvestment strategies affect tax deferral.

Read Article

Explore our video library →

Have a question about your exchange?

Get clear answers and personalized guidance from an experienced exchange professional.