1031 Exchange Guide

The mechanics behind every 1031 exchange deadline and rule.

Plain explanations of the identification period, closing deadline, qualified intermediary role, and the rules that most often trip up a Newport Beach exchange.

Improvement and Build-to-Suit Exchange Explained

How an improvement exchange lets a Newport Beach investor use exchange funds to build or renovate replacement property, all within the standard 180-day deadline.

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Like-Kind Property Explained

What counts as like-kind property in a 1031 exchange, why the definition is broader than most Newport Beach sellers expect, and what still does not qualify.

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Related-Party 1031 Exchange Rules

How Section 1031(f) restricts exchanges between related parties, the two-year holding requirement, and common traps that can retroactively disqualify a deferral.

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Reverse 1031 Exchange Explained

How a reverse 1031 exchange works when a Newport Beach investor needs to buy replacement property before selling, and the role of the exchange accommodation titleholder.

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The 180-Day Exchange Deadline, Explained

How the 180-day closing deadline works in a 1031 exchange, how it overlaps with the 45-day window, and why a tax filing date can shorten it for some sellers.

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The 45-Day Identification Period, Explained

How the 45-day identification window works in a 1031 exchange, including the three-property, 200%, and 95% rules a Newport Beach seller has to pick from.

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The Qualified Intermediary's Role in a 1031 Exchange

Why a 1031 exchange requires a qualified intermediary, what the safe harbor rules actually protect against, and how constructive receipt can disqualify an exchange.

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What Is Boot in a 1031 Exchange?

Cash boot and mortgage boot explained for a 1031 exchange, including how debt relief can create taxable boot even when a Newport Beach seller reinvests all cash.

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