For 1031 Buyers
You have a 45-day clock. We have the Playbook.
Subscribe and we email you the 10,000-word 1031 Exchange Playbook — every rule, every state trap (California, Massachusetts, Montana, Oregon), the QI vetting checklist, worked boot examples, and the full 45/180-day timeline. Free.
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What you'll actually need, in order
Day 1 to day 180, step by step.
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01 · Today (or before downleg closes)
Engage a Qualified Intermediary
Must be in place before the relinquished property closes. Here's how to vet one →
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02 · Downleg closes
Proceeds wire to the QI
You cannot receive or touch the funds. Your 45-day and 180-day clocks start the next day.
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03 · By day 45
Identify replacement property(ies)
Signed, written identification delivered to your QI by midnight day 45. Identification rules →
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04 · By day 180
Close on the replacement
Or by your federal tax return due date with extensions, whichever is earlier. Target day 150 for actual close with a 30-day buffer.
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05 · Tax return
File Form 8824
Attached to your federal return for the year the downleg closed. Form 8824 walkthrough →
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06 · Ongoing
State clawback filings if applicable
California, Massachusetts, Montana, Oregon track deferred gain. State-by-state rules →
Resources bookmarked by real 1031 buyers
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Subscriber-only
The Upleg Playbook
~10,000 words. Every 1031 rule, state trap, QI checklist, boot math, red flags. Delivered via email after subscribing.
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Calculator
1031 Timeline Calculator
Enter your downleg close date; get day 45 and day 180 plus checkpoint cadence.
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Calculator
Boot Calculator
Model relinquished and replacement price + debt to find your cash boot and mortgage boot exposure.
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State-by-state
1031 Rules by State
All 50 states — conformance, clawback status (CA/MA/MT/OR), state tax on capital gains, top CRE markets.
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Tenant analysis
NNN Tenant Breakdown
15 top NNN tenants analyzed — Walgreens, CVS, Dollar General, O'Reilly, AutoZone, Chick-fil-A, Starbucks, McDonald's, and more.
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DST backup
DSTs Demystified
How Delaware Statutory Trusts work, when to use them as primary replacement vs. day-45 backup, and what the PPM isn't telling you on the cover page.