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We provide educational resources, professional guidance and access to institutionally-operated real estate options for 1031-exchange investors nationwide.

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  • 1031 Basics
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  • DST University

      DST University Learn every step of the 1031 DST […]

  • Changes are Happening Quickly – Don’t be Left Behind

    Changes are Happening Quickly – Don’t be Left Behind Managing […]

  • Want to Sell your Rental Property Tax-free?

    The Burdens of Managing Rental Property in Retirement Retirement should […]

  • Trusts Partnerships and 1031 Exchanges

    Trusts, Partnerships and 1031 Exchanges One crucial aspect of real […]

  • Exchange Into a REIT

    Exchange Into a REIT Learn how you can potentially 1031-exchange […]

  • Understanding DSTs

    Understanding DSTs Delaware Statutory Trust (DSTs) are growing in popularity […]

  • Net Lease and DSTs

    Net Lease and DSTs Real estate investors seeking a more […]

  • 1031 Exchange Basics

    1031 Exchange Basics Richard D. Gann, JD will discuss the […]

  • Understanding Debt in a Syndicated 1031 Program

    Episode 6 from Passive Real Estate Investing Series. One of the attractions of investing in a passive replacement program is the existence of built-in, non-recourse, no-application financing. Here we review the benefits and risks such debt provides to 1031 investors.

  • Top Five Micro Factors When Buying Multifamily

    Episode 5 from Passive Real Estate Investing Series. After looking at macro factors in Episode 4, here we review five factors to consider at the property level-especially when comparing two apartment communities in the same market.

  • Top Five Macro Factors in Choosing a Real Estate Market

    Episode 4 from Passive Real Estate Investing Series. A map of the United States is not a dart board for randomly choosing target real estate markets. In this episode, we describe five of the factors we consider when conducting geographic due-diligence.

  • Single-Tenant NNN vs. Multifamily

    Episode 3 from Passive Real Estate Investing Series. The allure of a known fast-food brand or a chain dollar store can be compelling. But before you give up on rental housing, be sure you have a better understanding of the differences between single-tenant triple-net (NNN) properties and class-A multifamily.

  • Measuring Income: NOI vs. YOE?

    Episode 2 from Passive Real Estate Investing Series. Cash flow means different things to different people. To compare apples to apples, we must rely on agreed-upon metrics. Understanding NOI (Net Operating Income) and YOE (Yield on Equity) will also make it easier to analyze investment options relative to your current property.

  • What is a Cap Rate?

    Episode 1 from Passive Real Estate Investing Series. What the heck is a cap rate? It's OK if you cannot confidently define what a "cap rate" is. After this first episode in our series on Passive Real Estate Investing Basics, you will totally get it. And if it doesn't sink in the first time, rewatching the video is free.

  • Who are Real Estate “Sponsors”

    Episode 7 from Passive Real Estate Investing Series. Get a better idea of who puts together syndicated real estate investments, their role in the process, how they raise capital and how they add value.

  • DSTs in Three Minutes

    Episode 8 from Passive Real Estate Investing Series. It's not really possible to provide a thorough overview of 1031-qualified DSTs in 3 minutes. We didn't try. But it's a good place to start, especially if you have a short attention span.

  • Why 1031 Capital Solutions?

    Episode 9 from Passive Real Estate Investing Series. We appreciate you taking a few minutes to learn about our education, training, experience and credibility as 1031-focused representatives. We hope to learn more about you in the near future.

  • Active vs. Passive vs. Portfolio Income

    Episode 6 from Real Estate Taxation Series. Losses from one category of investments may not be available to offset gains or income from another category. In real estate, it is important to know whether your investment generates "active", "passive" or "portfolio" income.

  • Depreciation AFTER a 1031 Exchange

    Episode 5 from Real Estate Taxation Series. Didn't we cover depreciation in Episode Two? Yes, but here we want to emphasize the impact that a 1031 exchange has on continuing to deduct depreciation from the income of a replacement property.

  • Intro to Qualified Opportunity Zone (QOZ) Funds

    Episode 4 from Real Estate Taxation Series. Outside the sale of real estate (or in the event of a failed 1031 exchange), a QOZ fund may be a suitable way to defer taxes while investing in neighborhoods that need to attract investment capital for redevelopment or new construction.

  • Non-1031 Tax Deferral Methods

    Episode 3 from Real Estate Taxation Series. 1031 exchanges are not the only way to kick the tax can down the road. Yet for most taxpayers, IRC Sec. 1031 continues to offer the best overall tax consequences. Watch our video to learn why.

  • Real Estate Depreciation Fundamentals

    Episode 2 from Real Estate Taxation Series.. Even while your real estate appreciated over the years, your accountant likely was claiming that the property was depreciating every year-at least on paper. This episode reviews the benefits of deducting depreciation today to push a tax into the future.

  • Capital-gains Tax 101 for Real Estate

    Episode 1 from Real Estate Taxation Series. There are different categories of capital-gains, taxed at different rates by different levels of government. Whether you have a CPA or not (and you should), every landlord should have a basic understanding of how their capital gains may be taxed when selling real estate.

  • History and Rationale of 1031 Exchanges

    Tax-deferred exchanges of investment real estate date back to 1921. Learn what has changed-and what remains the same-about 1031 exchanges.

  • Tax Benefits of a 1031 Exchange

    Conducting a like-kind exchange of rental property is about more than saving a few bucks on your tax bill. For most taxpayers, the combined state and federal tax benefits can add up to several hundreds of thousands of dollars over multiple transactions.

  • What Property Qualifies for a 1031 Exchange?

    Not all real estate can be exchanged under IRC Section 1031. Before you sell your property, be sure to learn which investments can be sold and bought in a 1031 exchange.

  • 1031 Procedures and Deadlines

    Completing a 1031 exchange transaction does not need to be complicated. But you cannot hope to comply with the rules if you don't take the time to learn them.

  • Reverse 1031 Exchanges

    You can't un-ring a bell or put water back into a hose-but you can buy your replacement before you sell your relinquished property. Let us show you the most common method for completing a "reverse" exchange.

  • How to Minimize 1031 Taxable “Boot”

    A perfect 1031 exchange has no "boot", meaning no taxable consequences. Alas, few things in this world are perfect, and exchanges are no exception. But if you follow the rules, you can keep your boot small.

  • Business/Marriage Breakups & 1031 Exchanges

    Breaking up with partners-either in marriage or business-does not have to ruin your 1031 exchange. But if you don't know the rules, a breakup can be a treacherous tax trap.

  • Vacation Rentals and 1031 Exchanges

    Can you exchange a personal vacation property that you also rent to tenants? Of course you can. Is it easy to trip over IRS rules? Of course it is

  • Passive Replacement Programs for 1031 Exchanges

    This episode is for investors seeking to retire from being landlords. If you are interested in conducting a 1031 exchange-but do not want to operate another rental property-a passive replacement program could be a suitable solution.

  • 1031 +UPREIT Strategy for Tax Deferral

    It is becoming increasingly common for passive 1031 investors to pursue a "one and done" strategy and ultimately own units of a REIT. If you would like to avoid the need for multiple 1031 exchange transactions, please watch this video.

  • Deferred Sales Trusts™ are No Substitute for 1031 DSTs

    "DST" stands for Delaware Statutory Trust-a bona fide 1031-qualified investment structure approved by the IRS in 2004. A Deferred Sales Trust™ is something else. Let us clear things up in this episode.

  • What do AFTER a 1031 Exchange

    Yes, there is a little bit more to do after you complete a 1031 exchange. With a little knowledge and a good tax professional, you should have no problem getting everything buttoned up.

  • Jason and Rick on Real Estate News – September 15, 2022

     

  • Jason and Rick on Real Estate News – July 14, 2022

  • Jason and Rick on Real Estate News – June 28, 2022

     

  • Jason and Rick on Real Estate News – May 24, 2022

     

  • Jason and Rick on Real Estate News – May 13, 2022

     

  • The ABCs of DSTs

    In this educational video, 1031 Capital Solutions explains the basics of Delaware Statutory Trusts that qualify for 1031 exchanges (1031 DSTs)

  • 1031 Basics Video Series

    Check out our “1031 Basics” Video Series on our YouTube Channel.

  • 1031 RE Investment Analysis

  • 2021: A Good Year for a 1031 Exchange?

    Certainty, or the lack of it, drives market behavior, and there are a few things we can be certain about for 2021.

  • Road to Housing Hell is Paved with Rent Control

    In a recent economic analysis of rent control by the highly regarded Center for Real Estate at Portland State University, three major failings of government manipulation are evident.

  • Stocks May Be Poised for a Plateau

    Why are people today willing to buy a stock, on average, for a price that is 21.5 times its earnings?

  • Important Tax Relief for Destroyed Property

    For some property owners, §1033 exchanges represent a small silver lining in the dark cloud.

  • Leave the COW States for Greener Pastures

    There are more reasons to sell your West Coast properties than wildfires, blackouts, and earthquakes.

  • The Robots are Coming! (to take your tenants’ jobs)

    The robots are coming - not to wage war or enslave us, but to replace your tenants at their workplace.

  • Government Is Taking Your Rental Property Bit by Bit

    It’s important to pay attention to California property regulations, even if you don’t own property in the Golden State.

  • Installment Sales No Substitute for 1031 Exchanges

    Have you heard that you can defer your capital-gains taxes by conducting an “installment sale” under §453 of the Internal Revenue Code?

  • They Call it Shelter for a Reason

    Why do we consider Class-A apartments as a preferred asset class for investors seeking to transition from active to passive ownership?

  • Six Passive Strategies for Replacing Your Rental Burden

    Under §1031 of the Internal Revenue Code, you can defer—and potentially avoid altogether—your taxes when you sell your current rental and invest in one of the following passive replacement options.

  • Not All Big States Are Equal

    The top five most populated states provide significantly different experiences for business owners and landlords.

  • Where to Reinvest? Follow the Jobs.

    At 1031 Capital Solutions, we continue to stress the importance of regional economics in making real estate investment decisions.

  • How to Retire from Being a Landlord

    Whether you are a rental property owner or industry professional, you’ll find our book to be a valuable resource.

  • A+ / B- Multifamily Today

    This video focuses on the differences between apartments that fall in the range of B+ to A-.

  • Migration Matters

    People move toward jobs, quality of life, and affordability. They bring a demand for housing, storage, and services.

  • Estimate Rental Property Yields in a Few Easy Steps

    In this educational video, we are giving you a simple approach to estimating the investment performance of a rental property.

  • California is the Worst Tax State in Five of Six Major Categories

    Find out why California ranks as the worst taxing state in five of six categories.

  • Top 5 Common Mistakes when Conducting a 1031 Exchange

    It’s always good to know the biggest pitfalls on your path, even when you have a great guide.

  • Top 5 Reasons Landlords are Replacing their Rentals

    Find out why so many landlords are replacing their rental properties on the West Coast.

  • The Government’s Attack on Landlords Continues

    If you, or your client, is a residential landlord on the West Coast, it may be time to consider your options.

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Because investor situations and objectives vary this information is not intended to indicate suitability or a recommendation for any individual investor.

This is for informational purposes only, does not constitute individual investment advice, and should not be relied upon as tax or legal advice. Please consult the appropriate professional regarding your individual circumstance.

There are material risks associated with investing in DST properties and real estate securities including liquidity, tenant vacancies, general market conditions and competition, lack of operating history, interest rate risks, the risk of new supply coming to market and softening rental rates, general risks of owning/operating commercial and multifamily properties, short term leases associated with multi-family properties, financing risks, potential adverse tax consequences, general economic risks, development risks, long hold periods, and potential loss of the entire investment principal.

DST 1031 properties are only available to accredited investors (typically defined as having a $1 million net worth excluding primary residence or $200,000 income individually/$300,000 jointly of the last two years; or have an active Series 7, Series 82, or Series 65). Individuals holding a Series 66 do not fall under this definition) and accredited entities only. If you are unsure if you are an accredited investor and/or an accredited entity, please verify with your CPA and Attorney.

Securities offered through Concorde Investment Services, LLC (CIS), member FINRA/SIPC. Advisory services offered through Concorde Asset Management, LLC (CAM), an SEC registered investment adviser. Insurance products offered through Concorde Insurance Agency, Inc. (CIA). 1031 Capital Solutions is independent of CIS, CAM and CIA. To access Concorde’s Form Customer Relationship Summary (CRS), please click here. To access Concorde's ADV Brochure, please click here.

This site is published for residents of the United States only. Representatives may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined. Not all of the services referenced on this site are available in every state and through every advisor listed. For additional information, please contact Jason McMurtry or Richard Gann at [email protected].

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