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Image depicting the benefits of a 1031 exchange - tax deferment

How a 1031 Exchange Can Upgrade Your Rental Income: Unlocking Higher Cash Flow

Rental income is the heartbeat of real estate investing for accredited investors—those with a net worth over $1 million (excluding their primary

Real estate investors opting for investment property over being landlords

From Tenants to Trusts: How Investors Are Escaping Landlord Headaches with 1031s

Author: Mark Creason | Essential 1031 Key Takeaways A 1031 exchange allows investors to defer capital gains taxes when swapping one real

Real estate investors considering the timing factors with investment property and real estate transactions

The Hidden Costs of Missing a 1031 Deadline – And How to Avoid Them

Author: Mark Creason | Essential 1031 Key Takeaways Missing a 45-day identification deadline or 180-day exchange period can trigger immediate capital gains

Investment advisor reviewing investment property opportunities in rental property in a 1031 exchange

The Investor’s Checklist for a Smooth 1031 Exchange

Author: Mark Creason | Essential 1031 Key Takeaways A 1031 exchange allows real estate investors to defer capital gains by reinvesting proceeds

Active property management with real estate holdings

1031 Exchanges and Retirement Planning: How to Create Lifelong Passive Income

Author: Mark Creason | Essential 1031 Key Takeaways A 1031 exchange allows investors to defer capital gains taxes by reinvesting in like-kind

Investor discovering 1031s as a way to preserve wealth through tax mitigation

1031 Exchange vs. Paying Capital Gains Taxes: Which Option Yields Better Long-Term Returns?

For accredited investors—those with a net worth exceeding $1 million (excluding their primary residence) or annual income above $200,000 ($300,000 joint)—real estate

Going from active property management to commercial real estate via a dst

Passive Income Made Simple: Transitioning from Active Management to DST Investments

Author: Mark Creason | Essential 1031 Key Takeaways Delaware Statutory Trust investments (DSTs) allow real estate investors to move from hands-on property

Tax and legal advisors reviewing potential replacement properties

Avoiding Common 1031 Mistakes: The Top Errors Investors Make

Author: Mark Creason | Essential 1031 Key Takeaways The IRS allows real estate investors to defer capital gains taxes by exchanging one

Confident investor understanding how to maximize the value of a 1031 exchange

How a 1031 Exchange Maximizes Your Investment Potential | The Ultimate Guide to Tax Deferrals

For accredited investors, building and preserving wealth through real estate is a proven strategy—but it’s not without challenges. One of the biggest

Suited man holding keys to a commercial real estate asset in an urban area

How to Choose a Qualified Intermediary (QI) for a 1031 Exchange

For accredited investors—those with a net worth exceeding $1 million (excluding their primary residence) or annual income above $200,000 ($300,000 joint)—a 1031

Real estate agent reviewing the aggregate fair market value for a property of same nature

Step-by-Step Guide to Identifying Replacement Properties in 45 Days

Author: Mark Creason | Essential 1031 Key Takeaways The 45-day identification window is one of the most critical deadlines in a 1031

Man converting a $2 million rental property through a 1031 exchange

How to Use a 1031 Exchange to Diversify Your Real Estate Portfolio

Real estate is a cornerstone of wealth for accredited investors—those with a net worth exceeding $1 million (excluding their primary residence) or

In the Press

Vistra collaborates with 1776ing to enhance alternative investment processing

New York, X February 2025 – Vistra, a leading provider of essential business services that help organisations to invest and grow efficiently

Discover Blind Spots Partnership Thumbnail

A Partnership That Addresses Advisors’ Most Critical Growth Needs

Atlanta, GA & Burlington, NC — December 5, 2025 Financial advisors face a crisis of differentiation regarding their value, client experiences, and

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