Organized by who to ask: CPA, attorney, QI, broker, DST sponsor, adviser
Question Guide
25 Questions Every 1031 Investor Should Ask
The questions that determine whether an exchange goes smoothly — and who to ask them of.
What's Inside
What you'll find in this guide
A short note under each question on why it matters
Space to write down the answers you get, section by section
An "If You Only Ask Five" page for when time is short
Most 1031 exchange problems aren't caused by bad advice. They're caused by questions nobody thought to ask until it was too late to act on the answer. This free guide organizes 25 of them by who should answer each, with space to write the answers down.
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This material is for educational and informational purposes only and does not constitute investment, tax, accounting, or legal advice. Delaware Statutory Trusts are illiquid, involve sponsor and real estate risk, are generally available only to accredited investors, and may result in loss of principal. Insight Investment Advisers — decision-first, product-second.
