Resource

RESOURCE CENTER

Resource Center

The Customized 1031 Resource Center provides practical guidance on the topics investors commonly encounter when preparing for an exchange or evaluating private real estate investments.

1031 Exchange Guide

Federal rules and state-level reporting considerations.
1031 Exchange Guide
Accredited Investor Guide

How accredited investor status works for private offerings.
Accredited Investor Guide
1031 & DST Glossary

Straightforward definitions of common terms.
1031 & DST Glossary
1031 Exchange Rules & Timeline

45-day and 180-day requirements.
1031 Exchange Rules & Timeline
1031 Exchange FAQs

Answers to common exchange questions.
1031 Exchange FAQs
DST Benefits & Risks

Potential characteristics and important limitations.
DST Benefits & Risks
DST FAQs

Ownership, eligibility, liquidity, and more.
DST FAQs

NEXT STEPS

Build Your Understanding Before Making the Decision

The right strategy starts with understanding your options.

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Resource Center

1031 Exchange Guide

Accredited Investor Guide

1031 & DST Glossary

1031 Exchange Rules & Timeline

1031 Exchange FAQs

DST Benefits & Risks

DST FAQs

Build Your Understanding Before Making the Decision

General Disclosure

Opportunity Zone Disclosures

Important Risks & Considerations

1031 Risk Disclosure