Ashley Stefan Discusses 1031 Exchange Planning and Execution in GlobeSt

First American Exchange Company Divisional Counsel Ashley Stefan was recently featured in a GlobeSt article looking at how the focus of 1031 exchanges is shifting from pricing toward diligence, timing, and successful execution. Ashley explains that as more buyers return to the market, competition for replacement properties is shortening due diligence timelines and encouraging investors to begin evaluating potential opportunities well before the 45-day identification period starts. She also discusses how investors are increasingly using 1031 exchanges as a broader portfolio strategy to enter new markets, reposition assets, or move into Delaware Statutory Trusts (DSTs). The article dives into recent federal and California legislative developments around residential real estate investors, along with California’s ongoing reporting requirements for exchanges involving out-of-state replacement property.

Read the full article on GlobeSt’s website.