Customized 1031 Exchange Planning
Strategic 1031 exchange planning.Customized to your objectives.
We help real estate investors evaluate replacement property strategies, analyze Delaware Statutory Trust (DST) investments—fractional interests in professionally managed real estate that may qualify as replacement property—and coordinate the decisions required to complete an exchange.
Since 1999Focused on 1031 exchange planning.
100+ Sponsors ReviewedExperience across a broad DST marketplace.
Sponsor-Side PerspectiveFirst-hand experience from inside real estate sponsors.
Start with your situation
Where are you in the exchange process?
PLAN
I am considering a sale.
Understand the timeline, estimate equity and debt replacement, and establish a strategy before closing.
EVALUATE
I need replacement property options.
Compare direct real estate, DST investments, financing, income, fees, and risk within one coordinated plan.
TIME-SENSITIVE
My 45-day deadline is approaching.
Prioritize viable options, backup identifications, documentation, and the decisions that cannot wait.
A More Disciplined Exchange Process
One exchange. A coordinated strategy.
A successful exchange requires more than identifying a property. It requires a coordinated plan that addresses timing, financing, income, risk, and the details that matter.
PLAN
Customized Exchange Strategy
Clarify your objectives, timing, debt requirements, income needs, and replacement property criteria.
EVALUATE
DST and Property Analysis
Evaluate the property, sponsor, financing, fees, projected income, risks, and overall portfolio fit.
COORDINATE
Exchange Execution
Coordinate documentation, qualified-intermediary requirements, funding, sponsors, and closing parties.
EP1031: planning, investment evaluation, and closing coordination Qualified intermediary: exchange funds and documents CPA and attorney: tax and legal advice
DST Investments and Due Diligence
A more informed way to evaluate replacement property options.
Joe Nugent and Jay Dobbs built their careers at real estate investment sponsors that are now active in the DST marketplace. That sponsor-side experience helps EP1031 evaluate assumptions, fees, leverage, incentives, and risks beyond the sales presentation.
- See behind the projections: review the assumptions, reserves, financing, and exit scenarios supporting projected outcomes.
- Recognize sponsor incentives: understand how fees and compensation structures may influence an offering.
- Challenge the marketing narrative: separate property fundamentals from optimistic projections and promotional positioning.
Prior employment does not imply current affiliation with or endorsement by any DST sponsor.
Meet Our Team
Experience. Perspective. Partnership.
Led by founder and CEO Joe Nugent, our team helps investors navigate exchange strategy, investment analysis, documentation, timelines, and closing coordination.
Joe Nugent
CEO & Founder
Leads EP1031 with exchange experience dating to 1999 and sponsor-side perspective.
Jay Dobbs
Senior Managing Partner
Evaluates replacement property options, DST offerings, financing, risk, and portfolio fit.
Laurie Slaugh
Closing Coordinator
Coordinates documentation, communication, funding, timelines, and closing logistics.
Request a Call Back
Tell us where you are in the exchange process.
Share a few basic details and a member of the EP1031 team will contact you. You can also call 888-251-3004.
Featured Resource
1031 Exchange Planning Checklist
Organize the key property, timing, financing, ownership, and professional-coordination details before closing.