Independent guidance for appreciated-property owners
We exist to give real estate owners a clear, unbiased view of every passive, tax-deferred option — then connect them to the right licensed specialist.
Our mission
The 1031 industry is full of firms that only show you what they're paid to sell. We took the opposite approach: compare DSTs, net-lease, and funds across dozens of sponsors, lead with education, and let the right fit win. You get clarity; we earn trust.
How we're paid
Our guidance is free to you. When you invest, the sponsor compensates us — fully disclosed in the offering documents. Securities offered through a registered broker-dealer, member FINRA/SIPC.
We are paid on a fixed per-introduction basis, not as a percentage of what you invest. That matters: it means we have no financial reason to steer you toward a larger allocation, a particular sponsor, or a product that pays more. If the honest answer is that none of these options fit your situation, we would rather tell you that than place you badly.
Who we help
Most people who come to us have owned an investment property for a long time. The value has climbed, the depreciation has been used up, and the prospect of selling brings a capital-gains bill large enough to change the maths entirely. Some are tired of managing tenants. Some are planning an estate. Some have already accepted an offer and just discovered they have 45 days to identify a replacement.
What they have in common is a decision that is hard to reverse and a shortage of neutral information. Nearly every firm they find sells one product. We built this site to be the step before that conversation — where you can see how the options actually differ before anyone asks you to commit to one.
What we are not
We think being precise about this is part of being trustworthy. We are a marketing and lead-generation service. We are not a broker-dealer, a registered investment adviser, a real estate brokerage, a qualified intermediary, or a tax firm.
- •We do not sell securities or property, and we do not hold exchange funds.
- •We do not give tax, legal, or investment advice — your CPA and attorney do that.
- •We do not verify accreditation; your licensed specialist confirms eligibility.
- •Every property figure on this site is an illustrative example, labelled as such.
Securities offerings are made only by a licensed broker-dealer through definitive offering documents. Full detail is in our disclosures.
How our research works
The guides and articles on this site are produced by our research team and reviewed before publication against current IRS guidance — primarily Section 1031 itself, the related Treasury regulations, and IRS publications on like-kind exchanges and depreciation recapture. Where rules vary by state, we say so rather than generalising.
Sourced from primary guidance
We work from the statute, regulations, and IRS publications — not from other marketing sites.
Updated when rules change
Every guide carries a visible last-updated date so you can judge how current it is.
Educational, never advisory
We explain how the rules work. What you should do depends on facts only your own advisors know.
A 1031 exchange is unforgiving: miss the 45-day identification window or the 180-day closing deadline and the sale becomes fully taxable. That is why we lead with the mechanics and the deadlines rather than with products.