Video – Why The Most Successful Real Estate Investors are Fearless

The most successful real estate investors are somewhat fearless. If you’re fearful, you’re just going to want to do what you’re comfortable doing (e.g. only buying a single type of asset like single family homes or duplexes). Fearless real estate investors quickly ascend up to a higher level. Using other people’s money and leverage allows you to scale up quickly. But first, you need to get your initial amount of equity before you can take the leap.

Find a Qualified Intermediary Near You

If you’re searching for a qualified intermediary to help with your next 1031 exchange of real estate, you’ve come to the right place! CPEC1031, LLC provides qualified intermediary services to taxpayers throughout Minnesota (where we’re based) as well as the greater United States. Regardless of where your property is located, we can help you through the details of the 1031 exchange process. Contact us today to learn more about the 1031 exchange process and see how you can save money by deferring capital gains taxes on the sale of investment or business real estate.

• Start Your 1031 Exchange: If you have questions about 1031 exchanges, feel free to call me at 612-643-1031.

Defer the tax. Maximize your gain.

© 2026 Copyright Jeffrey R. Peterson All Rights Reserved

Forward 1031 Exchange vs. Reverse 1031 Exchange: What’s the Difference?

There are several types of 1031 exchanges that can be used to defer capital gains taxes when selling real estate. In this article, we are going to discuss the similarities and differences between a forward 1031 exchange and a reverse 1031 exchange, and when to use each to your advantage.

Forward 1031 Exchange

A forward 1031 exchange is the most commonly used type of exchange under section 1031 of the Internal Revenue Code. In a standard forward exchange, you sell your relinquished property and, within the next 180 days, acquire your replacement property and reinvest all of your net proceeds. In the process, you defer your capital gains tax burden.

Reverse 1031 Exchange

A reverse 1031 exchange has the same end-goal of a forward 1031 exchange – capital gains tax deferral. The main difference between the two is the order in which things happen. Instead of first selling your relinquished property (as you would do in a forward exchange), a reverse exchange starts with the acquisition of your replacement property. It ends with the sale of your relinquished property.

The main benefit of a reverse exchange is that it allows you to nail down a replacement property quickly. This can be especially helpful in a hot seller’s market.

CPEC1031, LLC – Qualified Intermediaries with Over 20 Years of Experience

A 1031 exchange of investment or business real estate can help you save money in capital gains taxes. It also offers the added benefit of keeping your money compounding in a continuation of your investment over time. That’s why the 1031 exchange is a go-to tool for savvy investors. If you’re interested in learning more about the 1031 exchange process and how it can help you save money in capital gains taxes, contact the team at CPEC1031, LLC. Our team of qualified intermediaries has over twenty years of experience and can help you through all the details of your next 1031 exchange of real estate.

• Start Your 1031 Exchange: If you have questions about 1031 exchanges, feel free to call me at 612-643-1031.

Defer the tax. Maximize your gain.

© 2026 Copyright Jeffrey R. Peterson All Rights Reserved

How to Improve Your Chances of Deferring 100% of Your Capital Gains Taxes in a 1031 Exchange

The ultimate goal of any 1031 exchange is 100% tax deferral, but in order to do that you need to abide by various rules and requirements. In this article, we are going to discuss how to improve your odds of deferring 100% of your capital gains tax burden when doing a 1031 exchange.

Keep an Eye on Your Timelines

In order to complete a successful 1031 exchange, you have to finish all necessary tasks within your allotted time periods. Specifically, you have 180 days in total from the beginning of your exchange to the end. The first 45 of those days (running concurrently) are set aside as your identification period. You have to identify, in writing, your replacement properties within those 45 days. Fail to meet either of these deadlines and you will not be able to defer your capital gains taxes on the sale.

Monitor Your Value, Equity & Debt

You also need to monitor your value, equity, and debt throughout the 1031 exchange. In order to defer 100% of your gains, you need to make sure that your replacement property is equal to or greater than your relinquished property in the categories of value, equity, and debt. Fail to meet these thresholds and you may only be able to partially defer your capital gains taxes.

Take the First Step in Your 1031 Exchange Journey

Take the first step in your 1031 exchange journey by contacting a qualified intermediary at CPEC1031, LLC. Our team has been facilitating 1031 transactions for more than two decades. We have the knowledge and expertise needed to ensure you are set up to defer 100% of your capital gains tax burden when selling real estate in a 1031 exchange. Let us walk you through the process and make sure you have everything set up properly. Contact us today at our Twin Cities office in downtown Minneapolis to learn more about our services and how we can help you defer capital gains taxes.

• Start Your 1031 Exchange: If you have questions about 1031 exchanges, feel free to call me at 612-643-1031.

Defer the tax. Maximize your gain.

© 2026 Copyright Jeffrey R. Peterson All Rights Reserved

Can You Do a 1031 Exchange with Corporate Stock?

A common question many taxpayers have about 1031 exchanges is: “can I do a 1031 exchange involving corporate stock?”

In essence, a corporation may own real estate, but selling the stock of that corporation is not the same thing as selling the real estate. This is an important distinction that can make or break a 1031 exchange.

If the transaction is structured as a “stock sale,” it generally will NOT qualify for 1031 treatment. Stock is specifically excluded from 1031 treatment. If the corporation is selling its assets, like qualifying real property instead, the corporation can complete a 1031 exchange and defer gain, provided the exchange requirements are met. This is often referred to as an “asset sale” as opposed to a stock sale.

If you are considering a sale involving a corporation that owns low basis real estate, this is an important issue to address before the deal is structured, not after.

Here are a few essential considerations when considering 1031 exchanges involving corporations:

• 1031 applies to qualifying real property

• Corporate stock does not qualify

• Stocks and securities are exclude

• The corporation may be able to exchange the real estate asset

1031 Intermediaries in the Twin Cities

1031 exchanges may seem simple but they can quickly get convoluted. It’s important to have a 1031 intermediary on your team to make sure the process goes as smoothly as possible. CPEC1031, LLC has been working with taxpayers on their 1031 exchanges for the past two decades. We have extensive experience facilitating forward exchanges, reverse exchanges, and build-to-suit exchanges. No matter what type of exchange you’re dealing with or where your property is located, we can help you defer capital gains taxes with a 1031 transaction. Contact us today at our Twin Cities office to learn more!

• Start Your 1031 Exchange: If you have questions about 1031 exchanges, feel free to call me at 612-643-1031.

Defer the tax. Maximize your gain.

© 2026 Copyright Jeffrey R. Peterson All Rights Reserved

Step-by-Step Checklist for Completing a 1031 Exchange

The 1031 exchange process has many important deadlines and requirements that you need to meet in order to have a successful exchange. This article will offer up a step-by-step checklist for completing a 1031 exchange of real estate.

Step 1: Planning & Preparation

The first step in the 1031 exchange process is one that many overlook. Before the 1031 exchange clock starts ticking, you should begin with planning and preparation. Enter into an exchange agreement with a qualified intermediary before you sell your relinquished property to make sure you have everything set up for a successful exchange.

Step 2: Selling Your Relinquished Property

Your exchange begins in earnest when you sell your relinquished property. This sale automatically starts the clock on your 180 day exchange period. You must complete your exchange by the 180th day or else your exchange will fail.

Step 3: Identifying Your Replacement Property

The first 45 days of your 180 day exchange period are what’s known as your “identification period.” During this time, you must give written identification of the replacement properties that you intend to acquire in the exchange.

Step 4: Acquiring Your Replacement Property

Before the 180th day of your exchange period, you must acquire your identified replacement property. If you satisfy all the requirements in these steps you will be able to defer your capital gains tax burden!

Find a Qualified Intermediary for Your 1031 Exchange of Real Estate

Contact CPEC1031, LLC to speak with a qualified intermediary about your next 1031 exchange of real estate. Our team of intermediaries has more than two decades of experience facilitating 1031 exchange of real estate in Minnesota and across the United States. We can help you through all the details of your next exchange by preparing documentation, answering your 1031 exchange questions, and guiding you through the 1031 exchange process. Reach out to our team of intermediaries at our Twin Cities office, located in downtown Minneapolis.

• Start Your 1031 Exchange: If you have questions about 1031 exchanges, feel free to call me at 612-643-1031.

Defer the tax. Maximize your gain.

© 2026 Copyright Jeffrey R. Peterson All Rights Reserved