News & Articles

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 “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 “How Does a Qualified Intermediary Get Paid at WealthBuilder 1031?”
January 28, 2025

How Does a Qualified Intermediary Get Paid at WealthBuilder 1031?

One of the most common concerns we hear from potential clients centers around payment for Qualified Intermediary (QI) services. Many investors worry they’ll need to
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Featured image for “Are 1031 Exchange Fees Tax Deductible? Understanding Your Investment Expenses”
January 21, 2025

Are 1031 Exchange Fees Tax Deductible? Understanding Your Investment Expenses

When planning a 1031 exchange, every financial detail matters. One question we frequently hear from our clients concerns the tax deductibility of qualified intermediary (QI)
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Featured image for “The ABC’s of 1031 Exchanges: A Simple Guide to Tax-Deferred Real Estate Investing”
December 27, 2024

The ABC’s of 1031 Exchanges: A Simple Guide to Tax-Deferred Real Estate Investing

When it comes to real estate investing, understanding 1031 exchanges doesn’t have to be complicated. Let’s break it down into three essential components that every
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Featured image for “Non-Conforming States: What Investors Need to Know About 1031 Exchange State Rules”
December 20, 2024

Non-Conforming States: What Investors Need to Know About 1031 Exchange State Rules

Think all states follow the same 1031 exchange rules? Think again. While most states align with federal 1031 exchange guidelines, some march to their own
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Featured image for “The Art of the Partial 1031 Exchange: When and How to Cash Out Some Equity”
October 30, 2024

The Art of the Partial 1031 Exchange: When and How to Cash Out Some Equity

As a savvy real estate investor, you know the power of a 1031 exchange in deferring capital gains taxes. But what if you need to
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Featured image for “1031 Exchanges and Owner-Occupied Multi-Family Properties: Navigating the Complexities”
September 30, 2024

1031 Exchanges and Owner-Occupied Multi-Family Properties: Navigating the Complexities

Living in one unit of a multi-family property while renting out the others is a smart strategy many real estate investors use to get started
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Featured image for “1031 Exchange Dilemma: When Your Buyer Needs an Extension”
September 23, 2024

1031 Exchange Dilemma: When Your Buyer Needs an Extension

You’re in the middle of a 1031 exchange, everything’s going smoothly, and then suddenly – your buyer needs more time to close. What now? This
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Featured image for “Understanding the 1031 Exchange: Insights from a Qualified Intermediary”
August 10, 2024

Understanding the 1031 Exchange: Insights from a Qualified Intermediary

Investing in real estate can indeed be a thrilling ride, full of both exciting opportunities and daunting challenges. As a qualified intermediary specializing in 1031
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