1031 Exchange & DST Education

Turn a property sale into a portfolio decision. Forum's Exchange Education Center covers 1031 exchanges, Delaware Statutory Trusts (DSTs), and 721 UPREITs — from tax deferral basics to long-term reinvestment strategy.

Educational Resources

Forum’s Exchange Q&A Series

This seven part video series is designed to help investors understand key considerations when navigating 1031 and 721 exchanges—from reinvestment timing to portfolio alignment. Each segment provides practical context to support more informed decision-making.

VIDEO SERIES

I. Intro: Meet Grant Turner

II. Understanding the 721 Exchange

III. Tax Deferral with an Exit Plan

IV. From Property Sale to Portfolio Strategy

V. A Smarter 1031: Removing Reinvestment Pressure

VI. Who Is a Fit for Forum’s Exchange Program

VII. Estate Planning with Flexibility in Mind

For informational and discussion purposes only. Not to be construed as an offer or solicitation of securities or investments, tax, investment, or other professional advice. Please refer to your tax professional regarding your individual tax situation.