1031 Exchange Scenarios
Real-world situations and proven solutions for every type of exchange
Every 1031 exchange is unique. Whether you're consolidating multiple properties, navigating partnership structures, or planning for retirement, understanding how to handle your specific situation is crucial for exchange success.
Expert Guidance: Each scenario includes step-by-step strategies, potential challenges, real-world examples, and specific IRS considerations to help you navigate your exchange with confidence.
Portfolio Strategy
Consolidate, diversify, or optimize your real estate portfolio
Geographic Strategy
Relocate your investments or expand into new markets
Financial Planning
Optimize cash flow, financing, and tax strategies
Special Situations
Navigate unique circumstances and complex scenarios
Exchange Inherited Property
Learn the strategies and requirements
Exchange with Partners
Learn the strategies and requirements
Exchange from Personal Residence
Learn the strategies and requirements
Exchange Vacation Rental
Learn the strategies and requirements
Exchange Foreign Property
Learn the strategies and requirements
Estate & Retirement Planning
Align your exchanges with long-term wealth strategies
Entity & Ownership
Handle complex ownership structures and entity changes
Property Type Transitions
Change property types or investment strategies
Risk Management
Protect your investment and ensure exchange success
Find Your Scenario
Need Help with Your Specific Scenario?
Our exchange experts can guide you through even the most complex situations