Guides, Checklists & Tools
Practical resources for 1031 exchangers and DST investors — written to be used, printed, and brought to meetings. No jargon, no pressure, and the risks included.
The Investor Education Series
In-depth guides for accredited investors — 1031 Exchanges, Delaware Statutory Trusts, Alternative Investments, and more on the way. Register once, read the whole library.
12 Questions to Ask Before You Sign Any DST Subscription Agreement
Fees, sponsor risk, liquidity, exit terms — the questions every DST investor should ask anyone recommending an offering, including us. Drawn from the Unvarnished series by Ben Carmona.
The 1031 Exchange Timeline: Every Deadline From Listing to Closing
Six stages, two unforgiving clocks, zero extensions. The planning window, Day 0, the 45-day identification rules, the 180-day close, and the equal-or-greater rule — on one printable page.
1031 Exchange Calculators
Estimate the capital gains taxes a fully deferred exchange could postpone, and calculate your exact 45-day and 180-day deadlines from your closing date — in about a minute.
More guides are on the way — including a briefing for CPAs and attorneys who advise 1031 clients.
Prefer Answers Over Reading?
Every resource here is a conversation we’re glad to have in person. Private, no-obligation, specific to your numbers.