14 Oct
Should You Split One Property Into Multiple Replacement Properties?
Splitting one appreciated property into multiple replacement properties may help diversify a portfolio, but it can also increase complexity. This article explains what investors should review.
07 Oct
How Concentration Risk Affects Real Estate Investors
Concentration risk can affect real estate investors when too much wealth depends on one property, market, tenant type, or strategy. This article explains what to review before an exchange.
30 Sep
Should You Consolidate Multiple Rentals Into One Better Property?
Some investors use a 1031 exchange to consolidate several smaller rentals into one stronger property. This article explains when consolidation may help and what risks to review.
16 Sep
What Should Your Replacement Property Actually Do?
A replacement property should do more than satisfy 1031 exchange rules. This article explains how investors can define the purpose of the next property before choosing what to buy.
09 Sep
How to Build a Sell, Refinance, or Exchange Decision Framework
Before selling rental property, investors should compare selling, refinancing, and a 1031 exchange using a clear decision framework based on taxes, equity, debt, cash flow, risk, and goals.
02 Sep
When a 1031 Exchange Creates the Most Value
A 1031 exchange may be most valuable when tax deferral and investment strategy point in the same direction. This article explains what investors should review before choosing an exchange.
12 Aug
How to Evaluate Your Real Estate Portfolio Before an Exchange
Before a 1031 exchange, investors should review the whole real estate portfolio, not just the property being sold. This article explains what to evaluate before choosing a replacement property strategy.
05 Aug
What to Review Before Listing an Appreciated Rental Property
Before listing an appreciated rental property, investors should review tax exposure, equity, debt, cash flow, replacement property options, and long-term goals.
22 Jul
Why a 1031 Exchange Is More Than a Tax Deferral Rule
A 1031 exchange can defer tax, but strategic investors should also think about equity, replacement property, buying power, risk, and long-term real estate wealth planning.
08 Jul
Should You Sell, Refinance, or Do a 1031 Exchange?
Before selling appreciated rental property, investors should compare three paths: selling, refinancing, or completing a 1031 exchange. This article explains how to think through taxes, equity, debt, cash flow, and long-term goals before choosing an exit strategy.
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