From passive ownership to estate planning, discover the key benefits of using a DST in your 1031 Exchange—and whether it aligns with your investment goals.

Boot can derail a 1031 Exchange and trigger unexpected taxes. Understand the most common causes—cash boot, mortgage boot, and more—before your deal closes.

One of the most common 1031 Exchange mistakes investors make is having no backup plan. Here’s how to protect your exchange before the clock starts ticking.

Discover how a Delaware Statutory Trust qualifies as 1031 Exchange replacement property—passive income, no landlord duties, institutional-grade assets.

Prorated rents and security deposits can trigger taxable boot in a 1031 Exchange. Here’s how to structure your contract correctly to stay fully tax-deferred.

Follow these three rules to avoid boot in your 1031 Exchange and preserve your full tax deferral. Learn how DSTs can help close the gap.

Selling an investment property? Ask yourself these 3 key questions before choosing your 1031 exchange replacement property to protect your financial future.

A successful 1031 Exchange requires the right team. Learn who you need, from a Qualified Intermediary to legal counsel, and how Legacy helps you build it.

Real estate investors: understand active vs. passive 1031 Exchange replacement options, from NNN leases to DSTs, and find the strategy that fits your life.

Selling a California rental property? Learn the tax-deferral strategies investors use, including 1031 exchanges and DSTs, to keep more of what they’ve built.

In a 1031 Exchange, “boot” refers to any cash or non-like-kind property received by the taxpayer during the exchange process. Investors that want to avoid taxable income from their exchange should understand the various factors that can result in unplanned boot.

When evaluating replacement properties, you must consider whether you’re interested in managing your new property or if it could require additional capital expenditures in the future. Understanding the various replacement property options and their benefits could be a key component in achieving your goals.

Join one of Legacy's professional partners and Qualified Intermediary, Russell Marsan, as he breaks down the foundational concepts of 1031 Exchanges and the role of a Qualified Intermediary in this recorded webinar.

A successful exchange doesn’t have to be confusing or stressful. Here are ten basic steps to complete a 1031 Exchange.

The strict requirements of a 1031 Exchange only add to the complexity of the process. Here are the five critical rules for a successful 1031 Exchange.

Many investors forgo the successful completion of their 1031 Exchange by making these avoidable mistakes.

Mr. and Mrs. Walters have just retired at age 67 and 68. During the real estate downturn, they acquired three rental homes in the Central Valley for $200,000 each. They borrowed $140,000 on each. They did a refinance with cash out on two properties.

The Smiths sell a ranch in Central California and exchange into a new ranch in Arizona, but have a $350,000 tax liability.

The Johnsons deferred a $725,000 tax liability and strategically diversified their proceeds to help manage risk and provide management-free income potential for their retirement.