1031 Exchange & DST Strategy Guide

Preserve your capital. Protect what matters most.

Selling investment property often means a large tax bill. A well-planned 1031 exchange helps you defer taxes and keep more of your equity working for you: whether your priority is legacy for the next generation or more freedom and income today.

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Learn the rules, timelines, and options to defer taxes and keep more equity working.

 

1031 Exchange Basics

Why It Matters

How A 1031 Exchange Works

Key Rules And Deadlines

Next Steps - The Archer Approach

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An accredited investor, per Rule 501 of Regulation D, includes individuals with a net worth over $1 million (excluding primary residence) or an annual income above $200,000 ($300,000 with a spouse). Qualified entities include trusts with over $5 million in assets, banks, insurance companies, and certain company executives, allowing them to invest in unregistered securities.