1031 Exchange

The 1031 Exchange Planning Guide

A practical framework for real estate investors weighing a sale, an exchange, or a transition to passive ownership.

Cover of The 1031 Exchange Planning Guide
What's Inside

What you'll find in this guide

The 45-day and 180-day timeline, explained with a visual walkthrough

A comparison of four paths: sell outright, exchange into property, exchange into a DST, or hold

The most common mistakes that can disqualify an exchange

A pre-listing checklist to bring to your CPA, attorney, and qualified intermediary

Considering selling appreciated real estate? Before you list, it's worth understanding your options. This free guide walks through how a 1031 exchange works, the 45-day and 180-day deadlines that govern it, and the questions worth asking your CPA, attorney, and qualified intermediary — so you walk into that conversation already informed.

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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.