The Advisor's First Call Email Templates: Client-Facing, Compliance-Friendly
Three ready-to-use email templates for advisors introducing 1031 exchanges to clients.
11 guides
For advisors
Technical walkthroughs and client-facing checklists for the CPAs, attorneys, and advisors who run 1031 exchanges for clients.
Talk to a 1031 specialistExplore For advisors
8 guides across 3 topic shelfs.
Client intake
3 guidestop1031.com Research · 10 min read
Advisor FAQ Hub: 1031 Questions Professionals Get Every Week
Comprehensive 30-question reference hub for advisors. Organized by topic: Timeline, Boot & Tax, Property Qualification, Entity & Ownership, DSTs & Alternatives, Compliance.
Advisor Quick Screen: Does This Client Qualify for a 1031 Exchange?
Five-minute qualification framework for advisors. Is the property real property? Is it held for investment? Is the taxpayer the same? Are there deal-killers?
Rules & tax
2 guidesDepreciation and 1031: Recapture, Section 1250, and Planning Notes
Deep dive into how depreciation recapture works in 1031 exchanges, including Section 1250 unrecaptured gain, the deferred-but-not-forgiven rule, and planning implications.
Basis Tracking After a 1031 Exchange: Advisor Worksheet and Example
How to calculate and track basis in replacement property after 1031 exchange. Includes formula, worked example, recordkeeping checklist, and serial exchange considerations.
Transaction planning
3 guidesQI Safe Harbor and Constructive Receipt: What Advisors Must Prevent
Constructive receipt is the silent killer of 1031 exchanges.
Installment Sale vs 1031 Exchange: Advisor Comparison Framework
Understanding the economics, tax math, and planning dynamics is essential.
Multi-Property 1031 Exchanges: Advisor Guide to Complex Closings
Tactical guide for advisors handling portfolio-level 1031 exchanges with multiple properties sold and/or acquired.
Done reading? The directory is where it gets real.
179 active 1031 DST offerings in one table, built from SEC filings and public records.