All journeys

1031 Exchange Investor

Investor who has sold, or will sell, investment real estate and needs to reinvest through a 1031 exchange. Covers the 45 and 180 day clocks, the qualified intermediary, like-kind rules, identification, boot and debt, reverse exchanges and DSTs.

RetailBuyer8 emails · quarterly

Who it's for

Buyers and investors looking at retail property: the contacts you want to hear from you before they call someone else.

A taste of the writing

“Touching the proceeds, even briefly, can sink the exchange and make the gain taxable.”
“Your CPA decides the split, and it can change what you exchange and what you owe.”
  1. Day 1Welcomes them to your network and shows retail listings that fit.StoryListings
  2. Day 5A light, friendly note with a fun fact about retail.StoryFun fact
  3. Day 14Questions worth putting to an exchange intermediary before any sale contract is signed.Story
  4. Day 28Why equipment and other non-property items can complicate their exchange.Story
  5. Day 45How the type of net lease property they pick shifts pricing, with cited market figures.Story
  6. Day 60Helps them choose how to name replacement properties well before the deadline.Story
  7. Day 75Explains how buying a cheaper replacement can leave part of the gain taxable.Story
  8. Day 90Backup options for when the usual exchange timeline won't work, with listings that fit.StoryListings
  9. Then every quarterA fresh note every quarter, for as long as they stay on the journey.StoryListings
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