45-Day Identification Worksheet
Complete one column for each potential replacement property. Evaluate more than three you'll narrow to your final identifications.
9 guides
Checklists & templates
Checklists, worksheets, and identification letter templates for a 1031 exchange, written to be used as they are.
Talk to a 1031 specialistExplore Checklists & templates
9 guides across 3 topic shelfs.
Plan the exchange
6 guidestop1031.com Research · 5 min read
1031 Exchange Checklist: Every Step From Start to Close
Pro tips: Share this checklist with your CPA, attorney, real estate agent, and QI at the start of the process Calendar the Day 45 and Day 180 deadlines…
1031 Exchange Timeline Planner
Critical reminders: Day 45 and Day 180 are calendar days, not business days. Weekends and holidays count.
Master Tenant Structures in DST Offerings: A Disclosure Checklist
Most net-lease and multifamily DST offerings route operations through a master tenant. Here's what that structure means and what to verify in the disclosures.
DST Offering Comparison Checklist: What to Line Up Before You Compare Two Offerings
A field-by-field checklist for comparing DST offerings on their own public record — Raise Stage, Grade and evidence, leverage, minimums, and the tax mechanics…
1031 Exchange Timeline Checklist: From Property Sale to DST Closing
A day-by-day walk through the 45-day identification and 180-day closing deadlines that govern a 1031 exchange into a DST, plus the Qualified Intermediary and…
Compare replacements
1 guideReplacement Property Comparison Worksheet
Complete one column per property. Compare at least 3 candidates. Score each property 1-5 on qualitative factors, then tally for an overall ranking.
Prepare your team
2 guidesQualified Intermediary Interview Questions
Use these questions when interviewing potential qualified intermediaries. A reputable QI will answer all of them without hesitation.
CPA and Attorney Consultation Prep Sheet
1. What is my estimated tax liability if I sell without exchanging? (Get this broken out by component: federal LTCG, depreciation recapture, NIIT, state) 2.
Done reading? The directory is where it gets real.
229 active 1031 DST offerings in one table, built from SEC filings and public records.