Northern 1031 Vice President Michele Fitzpatrick shares insights on reverse exchanges and options for exchanges in a competitive real estate market.

Whether you’re a real estate investor, advisor, or professional looking to deepen your understanding of tax-deferred exchanges, this foundational webinar breaks down the core mechanics of a 1031 exchange and what every participant should know to navigate one successfully.

Understanding who—and what—can be involved in a 1031 exchange is critical to executing it correctly. In this on-demand webinar, our Northern 1031 Exchange expert covers the different types, formats, and variations of exchanges, along with the parties and properties that qualify. You’ll gain clarity on disregarded entities, common ways to hold title, tenants in common, and how the same taxpayer rule applies, including special considerations for spouses. The session also tackles common like-kind property myths, key exceptions, and practical scenarios investors frequently encounter. Whether you’re new to 1031 exchanges or looking to refine your understanding, this webinar provides a strong foundation for compliant and successful exchanges.

Northern 1031 Vice President Michele Fitzpatrick shares expertise on how to make sure your 1031 Exchange transaction is safe and secure.

Tax basis plays a major role in determining the true financial impact of selling or exchanging investment property. This on-demand webinar walks through the taxes investors face in a sale versus a 1031 exchange and explains how exchanges can help increase long-term rates of return. Northern 1031 Exchange covers the fundamentals of tax basis, stepped-up basis, and how these concepts affect investment strategy and estate planning. The session also reviews the Section 121 primary residence exclusion and highlights the importance of qualified intermediary (QI) due diligence. Investors will leave with a clearer picture of how tax basis influences decision-making and wealth preservation.

Choosing the right replacement property is one of the most important steps in a 1031 exchange. In this webinar, Northern 1031 Exchange explains the relevant tax code, the taxes investors face, and the strict time requirements that must be met. This discussion dispels the like-kind property myth and explores a variety of replacement options, including vacation homes, Delaware Statutory Trusts (DSTs), and triple-net lease properties. You’ll also gain a clear understanding of identification rules and how they impact your exchange strategy. This session is ideal for investors seeking flexibility while staying compliant with IRS regulations.