Understanding a Failed 1031 Exchange: Tax Consequences & Solutions

Understanding a Failed 1031 Exchange: Tax Consequences & Solutions

Understanding a Failed 1031 Exchange: Tax Consequences & SolutionsBrian Mathieson
Published on: 01/13/2026

An educational overview of what happens when a 1031 exchange fails, including common causes, potential tax consequences, and planning considerations investors should understand.

1031 Exchange Basics
The History and Evolution of 1031 Exchanges

The History and Evolution of 1031 Exchanges

The History and Evolution of 1031 ExchangesBrian Mathieson
Published on: 01/13/2026

An educational overview of how 1031 exchanges originated, how the rules have evolved over time, and why they remain a core tax-deferral strategy for real estate investors today.

1031 Exchange Basics
Understanding Like-Kind Property in 1031 Exchanges

Understanding Like-Kind Property in 1031 Exchanges

Understanding Like-Kind Property in 1031 ExchangesBrian Mathieson
Published on: 01/13/2026

Like-kind property is one of the most misunderstood aspects of a 1031 exchange. Many investors assume properties must be identical to qualify, but the IRS definition is far broader. This guide explains what like-kind really means, what qualifies, what doesn’t, and how understanding this rule can unlock greater flexibility and smarter investment strategies.

1031 Exchange Basics
Key Benefits of a 1031 Exchange for Real Estate Investors

Key Benefits of a 1031 Exchange for Real Estate Investors

Key Benefits of a 1031 Exchange for Real Estate InvestorsBrian Mathieson
Published on: 01/12/2026

An educational overview of the key benefits of a 1031 exchange, including tax deferral, portfolio flexibility, and long-term planning advantages for real estate investors.

1031 Exchange Basics