1031 Resources

The Bangerter Financial team is committed to providing guidance and educational resources to our clients who are considering or using a 1031 exchange to sell their investment property.

We’ve developed this comprehensive library of 1031 exchange content to help you understand the tax rules and possible benefits of this wealth-building strategy.

Enjoy these resources, and please don’t hesitate to contact us with any questions!

An Introduction to Alternative Investments Informational Guide

An Introduction to Alternative Investments

If you’ve been thinking about adding alternative investments to your portfolio, you’re not alone. Continued market volatility, high stock valuations, and record-low bond yields have led many investors to explore other options. In this guide, you’ll find helpful information you need to understand this asset class and decide whether they may be a good addition to your portfolio.

Understanding the 1031 Exchange Informational Guide

Understanding the 1031 Exchange

A 1031 exchange is a strategy to defer your capital gains taxes so you can keep your money working for you. This guide will help you to understand the basics of how a 1031 exchange works, the various 1031 exchange methods, the 1031 exchange process, and the benefits and risks of a DST.

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5 Critical Steps to Avoiding a Failed Exchange

Following the five-step process outlined in our interactive guide will help ensure you make suitable investment decisions to help avoid a 1031 exchange fail. It will help you to understand your current financial situation and determine if a 1031 exchange is right for you.

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Essential Intro to 1031 Exchanges and DSTs

If you are considering a 1031 exchange transaction or just want to learn more about tax-deferred investment options, you’ll find this eBook to be informative and essential reading. Inside, you’ll learn about the advantages of a 1031 exchange, and the rules and important timelines that must be followed.

The Opportunity with Opportunity Zones Downloadable eBook


Download your complimentary eBook on Opportunity Zones and discover how investing in these designated areas throughout the country, can not only provide tax advantages for you, but can also contribute to the economic development and job creation in communities that need it most.

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How to Read a PPM

If you’re an accredited investor thinking about investing in a Delaware Statutory Trust (DST), reading and understanding its Private Placement Memorandum (PPM) is a critical step in your due diligence process. Download your free guide so you’ll feel confident when it’s time to read one on your own. It covers all of the most important information and details about sections that often raise questions.