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FEATURED ARTICLE
When Is a 1031 Exchange Not the Right Move?
Most investors treat the 1031 exchange as automatic: sell the property, defer the gain, repeat. But in his latest Kiplinger Adviser Intel piece, Daniel Goodwin, Chief Investment Strategist at Provident Wealth Advisors, argues that “automatic” is exactly the problem.
Through the story of a landlord ready to retire after 15 years of tenants, roofs, and recessions, Daniel walks through what really happens when the tax tail wags the investment dog — and runs the actual numbers on deferring versus paying the gain. He tackles the burnout question nobody puts in the exchange paperwork, explains why a Delaware Statutory Trust can turn a forced re-investment into a genuine upgrade, and shows how the stepped-up basis at death can make the whole 1031 decision look completely different depending on your age and estate plan.
The piece closes with four questions every investor should answer honestly before signing exchange documents — because deferring taxes and reaching your actual goals aren’t always the same move.
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Delaware Statutory Trusts Attract Real Estate Investors In Droves
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Opportunity Zone 2.0 Designations: How Your Governor Will Pick the 2027-2036 Map
1031 Exchange
DST Inventory Just Hit a Record $3.9 Billion: What 1031 Exchange Investors Should Do Next
1031 Exchange
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Delaware Statutory Trust (DST)
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Delaware Statutory Trust (DST)
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1031 Exchange
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Delaware Statutory Trust (DST)
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1031 Exchange
Considering a 1031 Exchange? The Rules You Need to Know
Qualified Opportunity Funds
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Delaware Statutory Trust (DST)
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Qualified Opportunity Zones (QOZ)
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1031 Exchange
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1031 Exchange
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1031 Exchange
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Delaware Statutory Trust (DST)
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1031 Exchange
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Delaware Statutory Trust (DST)
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721 Exchange
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Delaware Statutory Trust (DST)
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1031 Exchange
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Qualified Opportunity Funds
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Delaware Statutory Trust (DST)
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1031 Exchange
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1031 Exchanges: A Matter of Life and Death?
IRAs
Oil & Gas in Your IRA? Yes! And Here’s Why
Qualified Opportunity Zones (QOZ)
The Future of Opportunity Zones: Outlook for 2025 and Beyond
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Opportunity Zones at a Crossroads: What’s Next for This Tax Incentive Program?
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The Typical 1031 Exchange Timeline
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Striking Oil in Opportunity Zones: Now Might Be the Best Time to Invest
1031 Exchange
What Is a 1031 Tax Deferred Exchange?
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Oil and Gas Investments: A Tax-Savvy Strategy for 2025 and Beyond
1031 Exchange
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6 Risks of Delaware Statutory Trusts in 1031 Exchanges
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What Is Capital Gains Tax Deferral?
1031 Exchange
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1031 Exchange
What Republican Control Means for 1031 Exchanges and QOZs
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Qualified Opportunity Zones With an Energy Boost
1031 Exchange
Trump vs. Harris: Potential Impacts on Qualified Opportunity Zones and 1031 Exchanges
1031 Exchange
IRS Extends 1031 Exchange Deadlines for Victims of Milton and Helene
Qualified Opportunity Funds
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1031 Exchange
Can An LLC Do A 1031 Exchange?
1031 Exchange
1031 Exchange vs. Qualified Opportunity Zones: Which Is Better?
Opportunity Zones
Qualified Opportunity Zones: Your Antidote to Economic Anxiety in Tumultuous Times
1031 Exchange
Exchange Real Estate Headaches for Silent and Passive Income
1031 Exchange
Why the Attack on 1031 Exchanges Is Likely to Fail (Again)
1031 Exchange
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It’s Not Too Late to Defer 2023 Capital Gains Taxes
Delaware Statutory Trust (DST)
Should I Invest In A DST?
Opportunity Zones
Opportunity Zone Investing Still Hot Despite Looming Sunset
1031 Exchange
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1031 Exchange
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Opportunity Zones
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Delaware Statutory Trust (DST)
Delaware Statutory Trust: A Viable Alternative to Debt Replacement
1031 Exchange
Determining Dealer Status in a 1031 Exchange: Who Receives Benefits?
1031 Exchange
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Qualified Opportunity Zones (QOZ)
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1031 Exchange
Tax-Smart Strategies for Capital Gains in 2023
Qualified Opportunity Zones (QOZ)
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721 Exchange
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Qualified Opportunity Zones (QOZ)
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Qualified Opportunity Zones (QOZ)
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Qualified Opportunity Zones (QOZ)
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Qualified Opportunity Zones (QOZ)
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Press Releases
Daniel Goodwin of Provident 1031, An Investment Advisor Releases New Masterclass for Investors on Leveraging Qualified Opportunity Zones
Delaware Statutory Trust (DST)
3 Deadly Sins of Delaware Statutory Trusts
1031 Exchange
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Delaware Statutory Trust (DST)
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1031 Exchange
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1031 Exchange
1031 Exchange Requirements
1031 Exchange
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Delaware Statutory Trust (DST)
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1031 Exchange
5 Reasons Not To Do A Delaware Statutory Trust
Capital Gains
Capital Gains Taxes on Sale with Qualified Opportunity Zones
1031 Exchange
Top 10 Reasons Real Estate Investors are Jumping into DSTs
1031 Exchange
How 2 Physicians Built Retirement Wealth in Real Estate Through a 1031 Exchange
Delaware Statutory Trust (DST)
58-Year-Old Landlord Says Goodbye to Tenants
1031 Exchange
PIG Out Your 1031 Exchange
1031 Exchange
Press Release – Provident 1031 Offers Accredited Investors DST Properties
