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The 1031 Exchange Playbook: A Complete Guide to Deferring Taxes and Building Generational Wealth in Real Estate
Paperback
Publisher: Independently Published
Published: Jul 28 2026
Pages: 222
Weight: 0.67
Height: 0.47 Width: 6.00 Depth: 9.00
Language: English
Selling an investment property could trigger one of the largest tax bills of your life. A properly planned 1031 exchange may help you keep more of your capital invested and working toward your next opportunity.
The 1031 Exchange Playbook gives real estate investors a practical, comprehensive guide to understanding tax-deferred exchanges, avoiding costly mistakes, and building a long-term real estate wealth strategy.
Written in clear, accessible language, this book explains not only how a traditional 1031 exchange works, but also how it fits into the larger picture of real estate taxation and investment planning.
Inside, you will learn how to:
- Understand capital gains taxes, cost basis, and depreciation recapture
- Navigate the critical 45-day identification and 180-day closing deadlines
- Select and work with a Qualified Intermediary
- Avoid taxable boot, debt-replacement problems, and same-taxpayer violations
- Evaluate reverse and improvement exchanges
- Understand Delaware Statutory Trusts and tenancy-in-common structures
- Compare 1031 exchanges with Opportunity Zones, installment sales, and other tax strategies
- Coordinate cost segregation, entity structuring, asset protection, and estate planning
- Recognize audit triggers, failed-exchange risks, and unreliable advisors
- Decide when completing a 1031 exchange may-or may not-make financial sense
Whether you own one rental property, a multifamily portfolio, commercial real estate, farmland, or a family investment portfolio, this book will help you approach your next sale with greater clarity and preparation.
Stop treating taxes as an afterthought. Build an informed exit strategy before the sale begins.
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