---
title: 1031 Exchange Rules and Processes [Free E-book]
description: Download our free e-book to learn about 1031 exchange rules and processes and how to transact 1031 exchanges with SoftPro software.
image: https://blog.softprocorp.com/hubfs/1031-exchange.jpg
---

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7/1/21, 10:51 AM

# 1031 Exchange Rules and Processes \[Free E-book\]

Posted by [SoftPro](https://blog.softprocorp.com/author/leslie.wyattsoftprocorp.com) on 7/1/21, 10:51 AM

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At first glance, a 1031 Exchange might seem daunting. Doesn’t it deal with the tax code? It may sound complicated and like it involves a lot of forms. A 1031 Exchange gets its name from Section 1031 of the IRS tax code. But the concept behind the popular investment strategy is relatively simple: in qualifying situations, it allows an investor to sell their property and defer taxes associated with the sale as long as they purchase a new property at an equal or greater value.

As the real estate market has taken off over the last year, so have 1031 Exchanges - despite the commercial real estate sector experiencing unique challenges as consumer habits abruptly shifted during the pandemic. Real estate professionals who handle 1031 Exchanges (known as Qualified Intermediaries) are seeing a record number of investors structuring their transactions with the investment tool. And those are occurring under the backdrop of proposed changes at the federal level. With all those factors at play, now is a great time to brush up on 1031 Exchanges, who they stand to help, and how you can transact a 1031 Exchange with SoftPro.

We've put together an e-book that lays out the rules and processes behind a 1031 Exchange, including details from 1031 expert Scott Nathanson, Executive Vice President with Investment Property Exchange Services, Inc. ([IPX1031](https://www.ipx1031.com/)). We cover how to qualify for a 1031 Exchange, the benefits of the strategy and the reasons why they're in such high demand right now. We also discuss the 1031 caps that have been proposed at the federal level and how this could affect 1031 Exchanges in the future. Lastly, we provide step-by-step instructions on how you can prepare a 1031 Exchange in any edition of SoftPro software.

**Download our free e-book to learn:**

- The definition of a 1031 Exchange
- Who can qualify for a 1031 Exchange
- Rules and processes behind 1031 Exchanges
- How to transact a 1031 Exchange with SoftPro, with step-by-step instructions

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