The Complete 1031 Exchange Playbook

Why this guide exists

Most landlords learn about 1031 exchanges from a friend, a real estate agent, or worse — their CPA, after they’ve already closed. By that point, the window is gone. This guide is the conversation we wish every landlord could have before they sign a listing agreement.

In the next 28 pages, you’ll learn exactly how Section 1031 works, what the 45-day and 180-day deadlines actually require, the four most common ways exchanges fail, and how to use a Delaware Statutory Trust (DST) as a fallback if you can’t find a replacement property in time.

"The single most expensive lesson I learned as a landlord cost $180,000. I paid it because no one told me a 1031 could have deferred it. This guide is that conversation."

What you’ll learn

The full table of contents is to the right. Highlights:

• How the IRS defines "like-kind" — and what doesn’t qualify
• The exact mechanics of the 45/180-day timeline
• When a DST makes sense as a fallback (and when it doesn’t)
• The "boot" trap — partial exchanges that trigger surprise taxes
• Multi-property exchanges and the 200% rule
• How to pair a 1031 with cost segregation and step-up basis planning

Who this is for

Independent landlords with one or more rental properties who are thinking about selling — or who haven’t even thought about selling yet but want to know their options before they need them.

Want the full guide? Drop your email in the box to the right and we’ll send the PDF. We’ll also follow up with a free 30-minute consultation with a qualified intermediary if you’d like to walk through your specific situation.