News & Articles

Featured image for “What a 1031 Exchange Qualified Intermediary Really Does: Duties, Limits, and Legal Requirements”
November 20, 2025

What a 1031 Exchange Qualified Intermediary Really Does: Duties, Limits, and Legal Requirements

Why the IRS Requires a 1031 Exchange Qualified Intermediary You cannot touch the money—ever This is the single most important rule in a 1031 exchange:
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Featured image for “Yes, You Can Finance Your 1031 Exchange Property – Here’s How”
April 21, 2025

Yes, You Can Finance Your 1031 Exchange Property – Here’s How

“I need to have all cash to do a 1031 exchange, right?” This is one of the most common misconceptions we hear from investors. While
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Featured image for “Crossing State Lines: Your Guide to Multi-State 1031 Exchanges”
April 14, 2025

Crossing State Lines: Your Guide to Multi-State 1031 Exchanges

Thinking about selling your California rental property and reinvesting in Texas? Or maybe trading your Florida condo for a Colorado mountain retreat? Good news –
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Featured image for “Can I Do a 1031 Exchange When Downsizing? Yes, But There’s a Catch”
February 27, 2025

Can I Do a 1031 Exchange When Downsizing? Yes, But There’s a Catch

Most articles about 1031 exchanges focus on scaling up, but what if you’re ready to simplify your portfolio? Maybe you’re looking to reduce management responsibilities,
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Featured image for “1031 Exchanges: A Powerful Tool for Building Generational Wealth”
February 13, 2025

1031 Exchanges: A Powerful Tool for Building Generational Wealth

When most investors think about 1031 exchanges, they focus on the immediate tax benefits. But did you know that these exchanges can also be a
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Featured image for “Navigating IRS Disaster Extensions for 1031 Exchanges and Beyond”
February 7, 2025

Navigating IRS Disaster Extensions for 1031 Exchanges and Beyond

The recent wildfires in California have not only devastated communities but also disrupted the financial planning of many investors. Recognizing the profound impact of these
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Featured image for “Can My CPA Handle My 1031 Exchange? Here’s What You Need to Know”
November 1, 2024

Can My CPA Handle My 1031 Exchange? Here’s What You Need to Know

Your CPA is likely one of your most trusted financial advisors. They know your tax situation inside and out, and they’ve probably helped you navigate
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Featured image for “The Secret Power of the 1031 Exchange Accommodator: Why Every Real Estate Investor Needs One”
October 15, 2024

The Secret Power of the 1031 Exchange Accommodator: Why Every Real Estate Investor Needs One

If you’re navigating the complex world of 1031 exchanges, you might already know that a 1031 exchange accommodator (sometimes called a “qualified intermediary” or QI)
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Featured image for “Navigating the 1031 Exchange: Title Company, Real Estate Attorney, and QI Roles”
October 30, 2023

Navigating the 1031 Exchange: Title Company, Real Estate Attorney, and QI Roles

Executing a 1031 exchange offers a brilliant tax-saving mechanism for investors. But with such an intricate transaction, multiple professionals come into play. The question arises:
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