7 articles
Case Studies
Real-world case studies showing how investors used 1031 exchanges and what they learned.
Start hereThe essential introduction to this subject.
Exchange structures
Commercial Investor Consolidation Case Study: From 4 Strip Malls to 2 DSTs
How a burned-out landlord consolidated four aging strip malls into two passive DST investments, simplified his business, and reduced his workload dramatically.
Partnership Split Case Study: Two Partners Wanted Different Things
Michael and Steve co-owned a $2. 4M warehouse as partners. When Michael wanted to cash out and Steve wanted to exchange, they had to restructure their entity before the sale.
Improvement Exchange Case Study: Adding Value by Day 180
James sold an office building and identified a property that needed renovation.
Outcomes & mistakes
Retiree Passive Transition Case Study: From Duplex to DST Portfolio
A 68-year-old landlord tired of tenant calls exchanged her duplex into a diversified DST portfolio. Here's how she found peace in passive income.