California 1031 Exchange Rules: The Clawback Provision Every CA Investor Must Understand
This article is for general educational purposes only and does not constitute legal or tax advice. California tax law changes frequently and individual situations vary materially. Please consult your CPA [...]
what-is-a-1031-exchange
What Is a 1031 Exchange? A Plain-English Guide to Section 1031 By Tom Bottenberg — Institutional 1031 If you've sold investment real estate — or are about to — you've [...]
The ‘Like-Kind’ Rule: Still the Biggest Misconception in Real Estate
After more than two decades in the 1031 exchange game, I've noticed one thing hasn't changed: the term "Like-Kind" is a total head-scratcher for many. It's the foundation of Section [...]
Governance Meets the Clock: How Family Offices Institutionalize the 1031 Process
At first glance, a 1031 exchange seems mechanical: sell, identify, reinvest, and file the right forms. But beneath that simplicity lies an unforgiving clock—45 days to identify replacement property and [...]
From Legacy to Liquidity: Re-Aligning Real Estate for the Next Generation
Legacy real estate carries weight far beyond its appraised value. For many families, the portfolio tells the story of enterprise, entrepreneurship, and perseverance. But as generations shift, so do priorities. [...]
From Legacy to Liquidity: Re-Aligning Real Estate for the Next Generation
Legacy real estate carries weight far beyond its appraised value. For many families, the portfolio tells the story of enterprise, entrepreneurship, and perseverance. But as generations shift, so do priorities. [...]
