Last updated: 2026-02-19

1031 Exchange Checklist for Tax-Smart Real Estate Investors

By Bill Rapp — Author, Advisor, Vice President eXp Commercial - Viking Enterprise Team & Director of Capital Advisory at Medallion Funds. 🏢 CRE Broker | 💰 Mortgage Strategist | 🎯 Deal Closer

Unlock a practical 1031 exchange checklist designed to help real estate investors defer capital gains, preserve equity for the next acquisition, and navigate the tax-efficient path with confidence. This resource provides a clear, actionable framework to structure a compliant exchange and maximize proceeds for your next investment.

Published: 2026-02-19

Primary Outcome

Deferring capital gains and preserving maximum equity for your next real estate purchase through a compliant 1031 exchange.

Who This Is For

What You'll Learn

Prerequisites

About the Creator

Bill Rapp — Author, Advisor, Vice President eXp Commercial - Viking Enterprise Team & Director of Capital Advisory at Medallion Funds. 🏢 CRE Broker | 💰 Mortgage Strategist | 🎯 Deal Closer

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FAQ

What is "1031 Exchange Checklist for Tax-Smart Real Estate Investors"?

Unlock a practical 1031 exchange checklist designed to help real estate investors defer capital gains, preserve equity for the next acquisition, and navigate the tax-efficient path with confidence. This resource provides a clear, actionable framework to structure a compliant exchange and maximize proceeds for your next investment.

Who created this playbook?

Created by Bill Rapp, Author, Advisor, Vice President eXp Commercial - Viking Enterprise Team & Director of Capital Advisory at Medallion Funds. 🏢 CRE Broker | 💰 Mortgage Strategist | 🎯 Deal Closer.

Who is this playbook for?

Active real estate investors planning a 1031 exchange to defer capital gains, Owners of rental or investment properties evaluating next acquisition while preserving equity, Tax professionals advising clients on 1031 timing and compliance

What are the prerequisites?

Interest in finance for operators. No prior experience required. 1–2 hours per week.

What's included?

Defer capital gains on sale. Preserve equity for next purchase. Simple, compliant 1031 checklist

How much does it cost?

$0.18.

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