What You Will Learn

1031 exchanges are often presented as a tax strategy. In reality, they are an execution strategy—and most fail not because of the IRS, but because investors cannot secure the right replacement investment in time. In this discussion, a leading 1031 exchange specialist will challenge common misconceptions around 1031 exchanges and clarify what truly matters when deploying capital through an exchange. We will explore why complexity is often overstated, while timing risk and deal access are consistently underestimated. The conversation will then shift to how sophisticated investors reduce friction by aligning their exchange strategy with institutional-quality real estate and consistent deal flow. When investors have visibility into professionally operated opportunities—available both into and out of an exchange—the 1031 becomes a planning advantage rather than a constraint. This session is designed for investors who want clarity, control, and confidence when compounding capital through 1031 exchanges.

Key Topics We'll Explore

  • 1
    The strategic purpose of a 1031 exchange and where most investors misunderstand it
  • 2
    Common misconceptions that create unnecessary risk and complexity
  • 3
    The challenge of sourcing qualified replacement investments in today’s market
  • 4
    How sophisticated investors align exchange strategy with consistent deal access
Sean Ross

Sean Ross

CEO of 1031X
Trusted Leadership. $8B+ in Proven 1031 Exchange Expertise.

Sean Ross is the CEO of 1031X, a national qualified intermediary that has facilitated more than $8 billion in tax deferred exchanges across all 50 states over its 31-year history. He leads the company's strategy, operations, and client relationships, with a focus on serving commercial and multifamily real estate investors navigating complex transactions. Sean is a widely published voice, with more than 2,000 bylined articles on tax, finance, and economics. He previously served as Editor-in-Chief of Financial Poise and founded Free Lances Ltd., a ghostwriting firm serving financial and legal professionals. He holds degrees in economics and international political economy from Regis University and splits his time between Denver and Toronto. Under his leadership, 1031X is building a more integrated exchange experience designed to meet the growing complexity of how commercial investors buy, sell, and reinvest.

Schedule a Call with Sean