Maximizing Real Estate Wealth: Strategies Using 1031 Exchanges & Other Options | Balance Wealth Webinar Series

This month the Balance Team breaks down the essentials of 1031 exchanges—a powerful tool for deferring taxes on investment real estate. The team covers the rules, deadlines, and requirements for a successful exchange, the role of a qualified intermediary, and the long-term benefits for investors. The conversation also explores Delaware Statutory Trusts (DSTs) as an alternative investment strategy, providing flexibility, professional management, and potential passive income opportunities.

The webinar concludes with a big-picture discussion on how these strategies fit into a diversified financial plan, and why aligning decisions with your individual goals is critical.

Key Takeaways

📌 1031 Exchange Basics – What they are, how they work, and why they’ve remained a cornerstone of U.S. tax law for decades.

📌 Rules and Requirements – Like-kind property definition, use of a qualified intermediary, and disclosure requirements.

📌 Timelines Matter – 45 days to identify replacement property, 180 days to close—no extensions except in rare disaster cases.

📌 DSTs Explained – How Delaware Statutory Trusts provide an option for investors who want professional management instead of direct landlord responsibilities.

📌 Strategic Considerations – Tax deferral is powerful, but decisions should be based on return on hassle, long-term goals, and portfolio diversification.

ⓘ Why It Matters ⓘ

1031 exchanges and DSTs can unlock major tax advantages and flexibility for real estate investors, but the best strategy depends on your financial plan. This webinar helps you understand the mechanics, options, and risks so you can make informed choices—or know what to ask your advisor.