Welcome to the final installment in our three-part series on related-party issues in a 1031 Exchange. In Part 1, we laid the foundation. In Part 2, we dove deep into the challenges that arise inside family-related ownership structures. This concluding Part 3 focuses on something equally complex, but far more common in today’s investment world:
Read More »Related Party Issues – PT3
There’s a misconception going around about who can handle your exchange: the idea that anyone a buddy, your CPA, your favorite escrow officer, even your attorney can step in and be your accommodator (also known as a Qualified Intermediary) for a 1031 Exchange.
Read More »Why You Can’t Use “Just Anyone” as Your Accommodator in a 1031 Exchange
When Sibling Inheritance Complicates Real Estate Transactions The process of inheriting property among siblings can often lead to complex transactions that intertwine emotional ties with financial implications. As discussed in my recent episode of QI Corner, Greg Burns of IPX1031 and I explored these very… Read More »Related Party Issues – PT2
In my conversations with business owners who own the property where they operate, is a common comment that goes something like this:“The building where I run my business doesn’t qualify for a 1031 exchange, because it isn’t considered an investment property.” Not only is that… Read More »Does Your Business Property Qualify for a 1031 Exchange? Absolutely
The Power of Being Prepared Bringing It All Together: Why the Final Steps Matter If you’ve made it to this point in the series, you’re not just dabbling in the idea of a 1031 Exchange—you’re committed. And if you’ve actually implemented the strategies laid out… Read More »Part Four: Final Steps – Execution
What Every Investor Needs to Know When it comes to real estate investment, the tax strategies are powerful—but they can also be complex. One of the most important tools in the investor’s toolkit is the 1031 Exchange, which allows property owners to defer capital gains… Read More »Understanding 1031 Related Party Rules