1031 Exchange Review

How to vet a 1031 exchange platform before entrusting millions to it.

Personal use can disqualify your vacation rental from tax-deferred exchange treatment.

Deferring capital gains tax while reinvesting sale proceeds into qualifying property.

Defer taxes across state lines, but watch for hidden state-level costs and timing traps.

When a qualified intermediary fails, investors lose both their money and their tax deferral.

Disqualified relationships can sink an exchange if the wrong intermediary is chosen.

Hidden interest earnings often dwarf the advertised fee charged by intermediaries.

Only eight states require qualified intermediaries to carry insurance and bonds.

Your choice of intermediary determines whether your exchange survives IRS scrutiny intact.

No-fee intermediaries waive transaction costs but earn money through escrow interest instead.

Volume signals experience but reveals nothing about how well a firm will handle your exchange.