45-Day Identification Worksheet
Complete one column for each potential replacement property. Evaluate more than three you'll narrow to your final identifications.
7 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
7 guides across 3 topic shelfs.
Plan the exchange
5 guidestop1031.com Research · 5 min read
1031 Exchange Checklist: Every Step From Start to Close
Every step of a 1031 exchange in order, from choosing a qualified intermediary before the sale to filing Form 8824, with the Day 45 and Day 180 checks marked.
1031 Exchange Timeline Planner
A fill-in planner for a 1031 exchange: what to do from 30 days before the sale through the Day 45 identification and the Day 180 closing, and who owns each step.
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…
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
1 guideCPA and Attorney Consultation Prep Sheet
What to bring and what to ask at your CPA and attorney meetings before a 1031 exchange: documents, numbers, and the questions that catch problems early.
Done reading? The directory is where it gets real.
179 active 1031 DST offerings in one table, built from SEC filings and public records.