Educational guides about 1031 exchanges, Delaware Statutory Trusts, and adjacent strategies; sponsor report cards scored on a published rubric; and analyses of offering documents and industry practices. We are a publisher and a referral service — not a broker-dealer, investment adviser, qualified intermediary, or law firm — and nothing here is individualized advice.
Factual claims trace to primary sources: the Internal Revenue Code and Treasury regulations, IRS rulings and publications, offering documents, public filings, and regulatory records. Where a guide describes industry norms (typical fee ranges, common practices), that reflects our review of current offering documents and a decade of direct industry experience — and we present it as a range, not a statistic. Case files in our Horror Stories section are labeled composites: invented names, real mechanics.
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Guides are drafted and researched with the assistance of AI tools and reviewed, verified against primary sources, and edited by humans with a decade in this industry before publishing. Errors are ours either way, and the corrections policy above applies either way.