Podcasts about 1031 exchange

In this episode, John Harcar interviews CPA Chris Whalen, discussing the importance of finding the right CPA for real estate investors. Chris shares his journey into real estate, the challenges he faced, common mistakes made by investors, and the significance of tax planning. He emphasizes the need for adequate insurance and the benefits of 1031 exchanges. The conversation provides valuable insights for anyone looking to invest in real estate and highlights the critical role a knowledgeable CPA plays in the process. Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true ‘white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a “mini-mastermind” with Mike and his private clients on an upcoming “Retreat”, either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas “Big H Ranch”? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

In this conversation, John Harcar interviews Jake Hanes, a CPA and real estate investor, discussing various tax strategies for investors. Jake shares his journey from being a CPA to becoming a successful real estate investor, highlighting the importance of understanding numbers in real estate. He recounts early challenges in real estate investments and emphasizes the significance of making informed buying decisions. The discussion also covers common tax mistakes investors make and effective strategies to minimize tax liabilities, including 1031 exchanges and advanced options like Delaware Statutory Trusts and Donor Advised Funds. Jake offers insights into building wealth through real estate and the importance of having a solid team and processes in place. Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true ‘white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a “mini-mastermind” with Mike and his private clients on an upcoming “Retreat”, either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas “Big H Ranch”? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

In this episode, Brett McCollum interviews Bernard Reisz, a CPA specializing in tax strategies for real estate investors. They discuss the importance of knowledge and its application in the field of tax law, exploring the 'tax trifecta' which includes cost segregation, 1031 exchanges, and self-directed retirement accounts. Bernard shares his journey into the world of accounting and tax, emphasizing the need for investors to understand these strategies to maximize their returns and minimize tax liabilities. The conversation highlights practical advice for new investors and the importance of collaboration with tax professionals.   Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true ‘white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a “mini-mastermind” with Mike and his private clients on an upcoming “Retreat”, either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas “Big H Ranch”? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

In this episode, John Harcar interviews Patrick Nelson, who shares his extensive background in real estate, particularly focusing on student housing and the benefits of 1031 exchanges. Patrick discusses the evolution of the student housing market, the challenges of managing properties, and the importance of financing. He emphasizes the advantages of 1031 exchanges for building wealth and introduces his new low-income housing fund, highlighting the potential for stable returns and tax benefits. Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true ‘white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a “mini-mastermind” with Mike and his private clients on an upcoming “Retreat”, either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas “Big H Ranch”? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

Alan Brown - President of Petroleum Strategies, a Qualified Intermediary (QI) out of Midland that specializes in Oil & Gas 1031 Exchange Transactions, came onto the podcast to dive into the weeds on the rules of 1031 like kind exchanges and all of the different nuances & structures that can be leveraged. A big thanks to our 4 Minerals & Royalties Podcast Sponsors:--Tracts: If you are interested in learning more about Tracts title related services and software, then please call 281-892-2096 or visit https://tracts.co/ to learn more.--Riverbend Energy Group: If you are interested in discussing the sale of your Minerals and/or NonOp interests w/ Riverbend, then please visit www.riverbendenergygroup.com for more information--Farmers National Company: For more information on Farmer's land management services, please visit www.fncenergy.com or email energy@farmersnational.com--Oseberg: For more information on the software & data analytics tools that Oseberg has to offer, please visit www.oseberg.io.

Discover how you can save big on taxes with the power of the 1031 exchange! In this episode, real estate expert Benjamin Carmona shares actionable insights on leveraging 1031 exchanges to transition from active to passive real estate investing, preserve wealth, and unlock generational opportunities.

Episode Overview In this episode, John Kitchens sits down with seasoned investor Mark Zawaideh and strategic partner Curt Shewell to unpack what every real estate agent must understand about wealth, leverage, and building a portfolio that will lead you to true financial freedom. Mark shares how he scaled from broke agent to owning over 40 properties—and how one key mindset shift turned $600K in equity into $30M in assets. Together, they break down the dangerous myths agents believe about wealth, why owning a team is not a retirement plan, and how to start thinking like an investor starting today. Key Topics Covered The Scarcity Trap vs. Investor Mindset How Mark's early money beliefs kept him stuck (and how he broke free). The critical difference between “saving” and “scaling” through leverage. Why paying off properties early can actually kill your momentum. Using Real Estate As a Wealth Vehicle Why selling more homes won't build lasting wealth—and what will. How Mark scaled from 1 house to 43 rentals in under 10 years. Turning equity into cash flow: the power of 1031 exchanges and strategic refinancing. How to Make the Shift from Agent to Owner to Owning $100M Portfolio  The real risk: owning just 1-2 rental properties and no game plan. Why scaling to 30, 50, or 100+ doors creates less risk, not more. How to use your real estate business to find deals, not just earn commissions. Building Wealth Through Depreciation & Tax Strategy Why depreciation alone could be worth six figures in tax savings. How Mark paid zero in taxes—and got a refund—while earning 7 figures. The difference between earning more… and keeping more. Scaling Beyond Single-Family into Commercial & Multifamily How Mark turned four homes into a 48-unit apartment complex. The mindset shift from “buy and hold” to “scale and grow.” Multifamily vs. single-family: pros, cons, and what most agents miss. Why Real Estate Teams Are Not an Exit Strategy The hard truth about brokerage valuations and “team” exits. Why most teams become burdens, not assets, without investment income. Using your team to unlock opportunity—not just production. The Investor Mastermind & What's Coming Next How Mark and Curt are creating a community for agents ready to build wealth. Why most agents don't lack opportunity—they lack strategy and proximity. What to expect from their upcoming course, community, and coaching framework. Resources Mentioned Connect with John Kitchens Mark Zawaideh on Instagram: @soldbymarkz Book: The Psychology of Money by Morgan Housel Upcoming Investor Mastermind (details coming soon) 1031 Exchange Strategy + Tax Depreciation Insights “You don't need to sell more homes. You need to buy more real estate.” – Mark Zawaideh   Connect with Us: Instagram: @johnkitchenscoach LinkedIn: @johnkitchenscoach Facebook: @johnkitchenscoach   If you enjoyed this episode, be sure to subscribe and leave a review. Stay tuned for more insights and strategies from the top minds. See you next time!

Russell Marsan, a distinguished expert from IPX 1031, shares the intricacies and significant advantages of 1031 exchanges, which facilitate the deferral of capital gains taxes on real estate transactions. He emphasizes the common misconception that only properties of the same type can be exchanged, clarifying that any property utilized for investment or business purposes qualifies as like-kind. This episode serves as a critical resource for real estate professionals, particularly those engaged with baby boomer clients, who may be underutilizing their real estate assets. Russell advocates for proactive engagement with these clients to help them recognize the potential benefits of their holdings and the opportunities afforded by 1031 exchanges. With nearly three decades of experience, he provides invaluable insights that can significantly enhance an agent's ability to assist clients in navigating the complexities of real estate investment.Marsan begins by addressing a prevalent fallacy regarding the 'like-kind' requirement of 1031 exchanges, clarifying that the true essence of 'like-kind' pertains to the investment or business nature of the properties involved, rather than their physical characteristics. This pivotal clarification empowers realtors and investors to explore a wider array of investment opportunities, thereby enhancing their financial portfolios. Marsan encourages real estate professionals to engage with potential clients who may own underutilized properties, such as raw land, which could be transformed into lucrative investments through the strategic application of 1031 exchanges. The conversation further delves into the demographic trends influencing real estate transactions, particularly the significant role of baby boomers in the current market landscape. Marsan's assertion that this demographic holds a substantial portion of real estate assets underscores the urgent need for targeted outreach and education to facilitate their transition into more suitable investment vehicles.Takeaways: The 1031 exchange allows investors to defer taxes by swapping investment properties, enhancing their financial strategies significantly. A common misconception about the 1031 exchange is the belief that only similar property types can be exchanged, when in fact, any investment property can qualify. Educating realtors about the benefits of 1031 exchanges can help them gain new clients and offer valuable advice to property owners. Baby boomers hold a significant amount of real estate and are increasingly looking to reposition their assets to align with their retirement goals. Time constraints are crucial in 1031 exchanges; investors have only 45 days to identify new properties after selling, which can lead to failed exchanges if not properly managed. Utilizing 1031 exchanges effectively can dramatically transform an investor's financial landscape, shifting stagnant assets into productive income-generating properties. Links referenced in this episode:ipx1031.comrussell.marsan@ipx1031.com

Connect with Benjamin:https://perchwealth.com/https://www.linkedin.com/in/benjamin-carmona-5a36b532/Click to text the show! Email Jonathan with comments or suggestions:podcast@thesourcecre.comOr visit the webpage:www.thesourcecre.com*Some or all of the show notes may have been generated using AI tools.

In this episode of Zen and the Art of Real Estate Investing, Jonathan welcomes Ben Carmona, Managing Partner at Perch Wealth, to break down the mechanics and opportunities of the 1031 exchange. With over two decades of experience, Ben clarifies a complex process that can intimidate even seasoned investors. He shares how real estate owners, especially those nearing retirement, can defer taxes, move into passive income streams, and preserve wealth through tools like the Delaware Statutory Trust (DST). Jonathan and Ben cover everything from early planning to misconceptions about like-kind exchanges. They also explore how investors can use 1031s to scale smarter, reduce active management headaches, and take advantage of private equity-style syndications. Whether you're a baby boomer ready to slow down or a younger investor exploring long-term tax strategy, this episode will help you see 1031s and DSTs in a whole new light. In this episode, you will hear: What a 1031 exchange is and how it helps defer taxes How Delaware Statutory Trusts (DSTs) enable passive investing with 1031 proceeds The importance of early planning and working with real estate-focused advisors How to avoid common mistakes like mishandling funds or missing deadlines Why syndications and diversification matter for today's investors Follow and Review: We'd love for you to follow us if you haven't yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We'd love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast. Supporting Resources: Perch Wealth website - www.perchwealth.com Perch Wealth on Youtube - www.youtube.com/@perchwealth Find Perch Wealth on Facebook - www.facebook.com/perchwealth Perch Wealth's Instagram - www.instagram.com/perchwealth Connect with Perch Wealth on Linkedin - www.linkedin.com/company/perch-wealth Perch Wealth on X - x.com/perchwealth Website - www.streamlined.properties YouTube - www.youtube.com/c/JonathanGreeneRE/videos Instagram - www.instagram.com/trustgreene Instagram - www.instagram.com/streamlinedproperties TikTok - www.tiktok.com/@trustgreene Zillow - www.zillow.com/profile/StreamlinedReal Bigger Pockets - www.biggerpockets.com/users/TrustGreene Facebook - www.facebook.com/streamlinedproperties Email - info@streamlined.properties Episode Credits If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at https://emeraldcitypro.com Let them know we sent you.

In this episode of Tax Tuesday, Eliot Thomas, Esq. is joined by Anderson CPA Barley Bowler. They explain how transfer-on-death titles still provide beneficiaries with stepped-up basis advantages and clarify that short-term rentals don't qualify for real estate professional status. You'll hear proper entity structures for rental properties, recommending against holding appreciating real estate in C corporations. They thoroughly explain the 280A "Augusta Rule" that allows tax-free rental income from personal residences to your business for up to 14 days annually. With input from bookkeeping expert Troy Butler, they recommend QuickBooks Online for tracking rental property finances. Additionally, they cover Roth IRA conversions, tax withholding strategies, and 1031 exchange rules for deferring capital gains.   Submit your tax question to taxtuesday@andersonadvisors.com Highlights/Topics: "When a house is under a transfer on death title, does the beneficiary still get a step-up in basis?" - Yes, they still get a stepped-up basis. "If I already qualify as a real estate professional rep status via short-term rentals and add long-term rentals to the mix. Can I lump the two kinds together? And does having an S corporation that manages everything affect my rep status?" - Short-term rentals don't qualify for REP status. S-corps generally don't affect REP status. "Where real estate properties are in individual LLCs, disregarded and owned by my C corporation, does the C corporation maintain one bank account and collect rent for all individual properties?" - Not recommended. Use a management company instead. "If you get started in wholesaling, should you file as an S corporation?" - Yes, use S or C corp. "What kind of bookkeeping is needed for rental real estate? Do you have any bookkeeping software to suggest?" - QuickBooks Online is recommended. Track properties separately. "When doing an IRA to Roth conversion, are there any limits? Are pre-tax conversions always treated as ordinary income? Is it true that the IRS does not know or care when the conversions were done during the year?" - No limits. Yes, ordinary income. IRS treats as earned throughout year. "How does tax work if a business owner is paying himself as an employee, do we have to tax twice? Once for the business income and once as an employee?" - No, payroll is deductible business expense. "How do I do a 1031 exchange? And how do I maximize real estate property depreciation after I do a 1031 exchange? Am I stuck with the previous depreciation rate and amount of the previous property?" - Use a qualified intermediary. Trade up for more depreciation. Resources: Schedule Your Free Consultation https://andersonadvisors.com/strategy-session/?utm_source=can-you-boost-depreciation-after-a-1031-exchange&utm_medium=podcast Tax and Asset Protection Events https://andersonadvisors.com/real-estate-asset-protection-workshop-training/?utm_source=can-you-boost-depreciation-after-a-1031-exchange&utm_medium=podcast Anderson Advisors https://andersonadvisors.com/ Toby Mathis YouTube https://www.youtube.com/@TobyMathis Toby Mathis TikTok https://www.tiktok.com/@tobymathisesq Clint Coons YouTube https://www.youtube.com/@ClintCoons  

Delay Your Taxes Even Longer...  ... is something that almost everyone wants to do A 1031 Exchange is something that I have spent a lot of time on over the years Its a tax strategy used when selling a property that allows the seller to defer (delay) the tax due until a subsequent sale has been completed this allows them to put more of the money to work and pay the taxes somewhere down the road I have discussed it in a number of forums recently in the spirtit of contribution to the real estate community there is another layer that can be added when a seller decides that they want to take their profits and use them for something other than a real estate purchase let's suppose that you have a need for some of the money now but not all of it right away and what you would really like  is to have an income from the sale for 10, 20 or even 30 years you could "become the bank" and finance the purchase for your buyer they would give you a down payment and make monthly payments just like they would if they got the money from their bank the difference is that you receive installments each month and would only pay tax on what you receive in a year based on your cost basis and profits from the sale which allows you to spread out the tax due for many years you should definitely talk to your tax planner before you make any moves like this but for some sellers and investors this is the exact right strategy today's show walks you through a number of scenarios

...and home buyers and investors are winning Let's Face it Most people feel that new homes  cost too much take too long to build What they don't always realize is that there are high production builders out there that release express homes every week and you can purchase them  and move in within 30-60 days given the current real estate market conditions some builders are offering discounts unlike what we have seen in many years at the peak of the market there was little reason for a builder to negotiate that has changed in a big way and if you understand how things work and you know what to ask for the savings can be HUGE! Investors in particular are finding that they can get a great return on their investment if they can close with cash quickly many are using 1031 Exchange funds to complete the deals delaying taxes due on sales and maximizing their profits today's show takes you behind the scenes and gives you the goods on how it works  

In This Episode: In this inspiring episode of The Ops Experts Club, Aaron and Terryn sit down with Brett Swartz, founder of Capital Gains Tax Solutions and author of the Amazon bestseller Building a Capital Gains Tax Exit Plan. Brett shares insights from his book and his passion for helping entrepreneurs and investors achieve financial freedom through innovative tax strategies. He also dives into the power of goal setting, drawing from his and his wife Melanie's mission-driven approach to life, family, and business.   Key Highlights: The Book: Building a Capital Gains Tax Exit Plan: Brett discusses his Amazon bestseller, co-authored with industry titans like Kevin Harrington (Shark Tank), Don Winter (DLP), and CPA Tyler McBroom. The book blends Brett's expertise in the Deferred Sales Trust—a strategy to defer capital gains taxes and replace the 1031 exchange—with stories of entrepreneurship, real estate investing, and mentorship. It offers practical guidance on building a tax-efficient exit plan and assembling a dream team for family-office-style wealth management. Deferred Sales Trust (DST): Brett explains how the DST empowers business owners and real estate investors to defer taxes on multi-million-dollar exits, unlocking capital to multiply freedom and impact. The book highlights real-world applications, from multi-family properties to mobile home parks, making it a must-read for entrepreneurs and investors. Goal Setting and Living on Mission: Brett shares his and Melanie's intentional approach to goal setting, rooted in their faith and family values. With five kids (ages 6-14), they prioritize a clear family mission, including a bold goal inspired by Don Winter: “1,000 extraordinary days in 100 unique locations” before their kids turn 18. Brett emphasizes defining a clear vision, building systems, hiring coaches, and embracing grit to sustain momentum. He advocates for a growth mindset over a goal mindset, citing John Maxwell and Craig Groeschel to underscore the power of momentum in achieving lasting success. Practical Advice for Aspiring Wealth Builders: For listeners not yet part of the wealth transfer wave, Brett offers actionable steps: clarify your calling, write down and visualize goals, seek mentorship, and implement systems to track progress. His journey from Cheesecake Factory to financial freedom post-2008 crash exemplifies the resilience needed to build a legacy. This episode is a must for entrepreneurs, real estate investors, and operations professionals looking to scale their businesses, plan for tax-efficient exits, and live with purpose. Brett's heartfelt story, practical strategies, and infectious passion make this a motivating and actionable conversation. Connect with Brett Swartz: Website: capitalgainstaxsolutions.com for a no-cost consultation (ideal for those with multi-million-dollar gains). More Resources: brettswartz.com for access to Brett's book, YouTube content, and podcast Build It to Billions. Book: Building a Capital Gains Tax Exit Plan available on Amazon.   Minute by Minute: 0:00 Introduction  1:27 Building a Capital Gains Tax Exit Plan 3:46 A journey that started in real estate 6:09 Here's how you get started with deferred tax 9:50 A solution to share with others 14:20 The deferred sales trust 16:16 Goal formation

Hey friends, thanks for joining us this week! We are super excited to welcome real estate expert Kathy Fettke to explore the intricacies of 1031 exchanges. Kathy shares her inspiring journey into real estate and highlights how knowledge can help overcome fear and lead to confident investment decisions.The conversation dives into the mechanics of 1031 exchanges, which allow investors to defer taxes by reinvesting proceeds into similar properties. Kathy walks listeners through real-life examples, including a powerful story about her father's successful 1031 exchange, emphasizing the importance of planning, timelines, and property identification. She also stresses the value of working with a reputable 1031 exchange company to avoid costly mistakes.Kathy encourages women to take control of their financial futures through real estate, highlighting how legacy planning can build generational wealth. This episode is packed with actionable insights for anyone looking to leverage 1031 exchanges and make informed investment decisions. See what Kathy is up to next by following her on Instagram. We hope you love this episode!   Resources:Simplify how you manage your rentals with TurboTenantTo join to speak with an investment counselor, visit Kathy's websiteGrab your copy of Kathy's book, Retire Rich with RentalsListen to The Real Wealth ShowListen to Real Estate News for Investors PodcastGrab your spot in The WIIRE CommunityLeave us a review on Apple PodcastsLeave us a review on SpotifyJoin our private Facebook CommunityConnect with us on Instagram

In this conversation, Larry Pendleton, a CPA specializing in real estate, shares his insights on achieving financial independence through passive income and effective tax strategies. He discusses various passive income strategies, common tax mistakes individuals make, the benefits of S-Corps for real estate investors, the intricacies of 1031 exchanges, and the importance of involving family in business for tax benefits. Larry emphasizes the need for education in navigating the tax code and estate planning, debunking myths about trusts and their tax implications.   Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true ‘white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a “mini-mastermind” with Mike and his private clients on an upcoming “Retreat”, either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas “Big H Ranch”? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

In this must-listen episode of The Selling Greenville Podcast, host Stan McCune sits down with John Boyd, Founder and CEO of The Banker Exchange, to explore the ins and outs of the 1031 exchange—one of the most powerful tools for real estate investors to defer capital gains taxes and build long-term wealth. Discover how a 1031 exchange works, who qualifies, what properties are eligible, timelines to follow, and strategies for maximizing returns. Whether you're an experienced investor or just getting started in real estate, this episode offers expert insights into tax-deferred property exchanges, investment property strategies, and IRS rules you need to know in 2025. As always, if you have any questions or comments (or, of course, need a realtor), feel free to reach out to Stan McCune directly by phone/text at (973) 479-1267 or by email at smccune@cdanjoyner.com

When should you stick with a buy-and-hold strategy—and when is it smarter to sell and rebalance your portfolio? In this episode, we dive into the art of portfolio rebalancing, featuring insights from our expert Dallas property team leader, who manages a $40 million real estate portfolio. Learn how strategic selling and using a 1031 exchange can help you defer taxes and boost long-term returns. Plus, get a closer look at the Dallas real estate market and discover how to take advantage of new opportunities as a RealWealth member. Don't miss this essential episode for real estate investors ready to grow smarter! Listener Note: This is a rerun episode, originally published in 2024, information may have shifted since the original airdate.  LINKS: JOIN RealWealth® FOR FREE https://tinyurl.com/joinrws1049 BOOK A CALL with an INVESTMENT COUNSELOR https://realwealth.com/account/schedule-a-strategy-session/  FOLLOW OUR PODCASTS The Real Wealth Show: Real Estate Investing Podcast https://link.chtbl.com/RWS Real Estate News: Real Estate Investing Podcast: https://link.chtbl.com/REN FREE RealWealth® EDUCATION & TOOLS RealWealth Market Reports: https://realwealth.com/learn/best-places-to-buy-rental-property/ RealWealth Webinars: https://realwealth.com/webinars/ RealWealth Videos: https://realwealth.com/category/video/ RealWealth Assessment™: https://realwealth.com/assessment/ READ BOOKS BY RealWealth® FOUNDERS The Wise Investor by Rich Fettke: https://tinyurl.com/thewiseinvestorbook Retire Rich with Rentals by Kathy Fettke: https://tinyurl.com/retirerichwithrentals Scaling Smart by Rich & Kathy Fettke: https://tinyurl.com/scalingsmart TOPICS DISCUSSED 02:28 Intro 05:15 Current Investments 11:10 Should You Pay Off Your Primary? 19:02 Growth in The Suburbs 24:19 Future of DFW

In this conversation, John Harcar and Drew McCabe delve into the intricacies of 1031 exchanges, a tax strategy that allows real estate investors to defer capital gains taxes by reinvesting in new properties. Drew shares his extensive experience in the real estate sector, discussing his journey from a country boy in Oregon to a seasoned expert in 1031 exchanges. The discussion covers the mechanics of 1031 exchanges, market trends, investment strategies, and the importance of education in navigating the complexities of real estate investing. Drew emphasizes the significance of understanding the rules and regulations surrounding 1031 exchanges to maximize investment potential and avoid pitfalls.   Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true ‘white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a “mini-mastermind” with Mike and his private clients on an upcoming “Retreat”, either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas “Big H Ranch”? Learn more here: http://www.investorfuel.com/retreat     Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

Interested in joining the REI Masters Mentorship Program? Head to www.reimasters.ca Or email us at info@reimasters.ca   Got a question you'd like answered on the show? Email us at info@reimorningshow.com   Hosts: Wayne and Gabby Hillier Edmonton Alberta Real Estate Investors Coaches at the Real Estate Investing Masters Mentorship Program

⭐ Join Rental Property Mastery, my community of rental investors on their way to financial freedom: https://coachcarson.com/rpm  

Welcome back to the Real Estate Investing School Podcast! In this episode, Brody sits down with an advanced real estate investor, Luke Hoffman. Luke shares the details of a million dollar, 20-unit real estate deal he completed, including how he found the deal, funded it, and forced appreciation. Luke emphasizes the importance of learning from others and expanding your mindset to take on bigger deals. He explains how he raised private money, used a 1031 exchange, and leveraged his personal home to finance the deal. He also discusses the process of rehabbing the property and increasing the rents. The deal has resulted in significant equity and cash flow, showcasing the power of real estate investing. Several key takeaways were highlighted throughout the episode. Firstly, learning from individuals who have successfully executed similar deals provides invaluable insights. Additionally, expanding your mindset is crucial for tackling larger deals effectively. Building relationships with local banks is emphasized as a vital strategy for securing necessary financing. The episode also covers the importance of employing creative funding strategies, including the use of private money and 1031 exchanges, to optimize financial outcomes. Overall, the episode explains how real estate investing can lead to substantial equity build-up and cash flow generation. Expand your mind to get your next property under contract and book a free strategy call with us in the link below to see how we can help you! Book a free real estate investing strategy call! No experience necessary. Check out the Real Estate Investing School Youtube Real Estate Investing School Instagram Brody's Instagram Luke's Instagram

In this episode, Gino Barbaro, co-founder of Jake & Gino, breaks down the key differences between stock investing and real estate investing. He explores not just the numbers and returns but also how your money persona plays a crucial role in determining the best investment vehicle for you.Gino shares real-world examples, including how a $600,000 real estate investment turned into a $3 million asset while generating cash flow and tax benefits. He also explains why real estate's illiquidity can actually be an advantage, how the average investor mismanages stock market timing, and the power of tax-saving strategies like 1031 exchanges and cost segregation.To make better investment decisions, you need to understand your financial mindset. Gino introduces the Five Money Personas:George the Gambler – Loves high-risk, fast-moving investments like stocks and cryptoIvan the Investor – Patient and wealth-focused, ideal for real estate investingSteve the Saver – Values security, but can benefit from real estate's cash flowAmy the Avoider – Struggles with financial decisions and needs to build confidenceSarah the Spender – Needs to control impulsive spending to start investingBy identifying which persona you relate to most, you can align your investment strategy with your financial habits.Want a Free Copy of Gino's Book?  Email: gino@jakeandgino.comSubscribe for more wealth-building insights!Like this video if you found it helpfulComment below: Are you a real estate investor or stock market investor? We're here to help create multifamily entrepreneurs... Here's how: Brand New? Start Here: https://jakeandgino.mykajabi.com/free-wheelbarrowprofits Want To Get Into Multifamily Real Estate Or Scale Your Current Portfolio Faster? Apply to join our PREMIER MULTIFAMILY INVESTING COMMUNITY & MENTORSHIP PROGRAM. (*Note: Our community is not for beginner investors)

In this conversation, John Harcar interviews Gail Boucher, a seasoned landlord who shares her experiences and the pitfalls she has encountered in the real estate business. They discuss Gail's journey into real estate, the importance of understanding 1031 exchanges, the challenges of property management, and key advice for aspiring landlords. Gail emphasizes the importance of tenant screening, the necessity of security deposits, and the need to maintain a professional distance from tenants to avoid complications. The conversation provides valuable insights for anyone looking to navigate the complexities of being a landlord.   Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true ‘white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a “mini-mastermind” with Mike and his private clients on an upcoming “Retreat”, either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas “Big H Ranch”? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

Dr. Friday explains how a 1031 exchange allows real estate investors to defer capital gains taxes by reinvesting in a similar property. Transcript: G’day, I’m Dr. Friday, president of Dr. Friday’s Tax and Financial Firm. To get more info, go to www.drfriday.com. This is a one-minute moment. 1031 exchange—you need to put that term in your brain, especially if you're in real estate and looking to buy and sell properties. Instead of paying taxes every time you sell with a markup, consider a 1031 exchange. This isn’t for everyone, and you cannot use it for your primary home—that's very important. But for investment properties, you can reinvest the proceeds into a like-kind property and defer your capital gains tax. This can be a powerful tool for real estate investors looking to grow their portfolio while reducing tax liabilities. Need help? Call 615-367-0819. You can catch the Dr. Friday Call-In Show live every Saturday afternoon from 2 to 3 p.m. right here on 99.7 WTN.

Send us a textListen in as Rick Fuller sits down with James Callejas from IPX 1031 Exchange, a seasoned exchange specialist with over 25 years of experience in real estate and finance. As an expert facilitator, James specializes in breaking down 1031 exchanges from the ground up, ensuring agents and investors understand everything from proper IRS documentation to advanced exchange strategies.James is Rick's personal 1031 Exchange contact, guiding clients through both traditional and reverse 1031 exchanges. Learn how you can help your clients defer taxes, grow their portfolios, and make smarter investment moves!Rick Fuller, Realtor®Team LeaderRick Fuller TeamDRE#01375683(888) 950-RICKrickfuller.comJames Callejas, CES®Vice PresidentIPX 1031(415) 640-0794james.callejas@ipx1031.comwww.ipx1031.comSupport the show

Dave Foster, founder of the firm The 1031 Investor, wanted to travel the world in a sailboat and raise his children on the water, and they found a way. He applied the 1031 exchange to his real estate investments, enabling him to move his family to Florida, where he and his wife realized that dream. He leveraged that knowledge to publish “Lifetime Tax-Free Wealth: The Real Estate Investor's Guide to the 1031 Exchange.” (03/2025)

 Dave Foster, founder of the firm The 1031 Investor, wanted to travel the world in a sailboat and raise his children on the water, and they found a way. He applied the 1031 exchange to his real estate investments, enabling him to move his family to Florida, where he and his wife realized that dream. He leveraged that knowledge to publish “Lifetime Tax-Free Wealth: The Real Estate Investor's Guide to the 1031 Exchange.” (03/2025) 

Dave Foster, founder of the firm The 1031 Investor, wanted to travel the world in a sailboat and raise his children on the water, and they found a way. He applied the 1031 exchange to his real estate investments, enabling him to move his family to Florida, where he and his wife realized that dream. He leveraged that knowledge to publish “Lifetime Tax-Free Wealth: The Real Estate Investor's Guide to the 1031 Exchange.” (03/2025)

Nick Hopwood, CFP® and Jim Pilat, CFP®, hosts of the Trust the Plan Podcast,  discussed the intersection of Big Ten basketball, focusing on Michigan and Michigan State, while also diving into an important financial topic—1031 exchanges. Nick, with his extensive experience in real estate, shared firsthand insights into how clients often come to him seeking advice after selling property and wanting to avoid paying taxes on the gain. They explored the possibilities within the 1031 exchange framework, explaining how this rule allows investors to defer taxes by reinvesting in similar property. Their conversation provided valuable guidance for those navigating the complexities of real estate investments.  — Peak Wealth Management is a financial planning and wealth management firm in Plymouth, MI. We believe by providing education and guidance, we inspire our clients to make great decisions so they can Retire With Peace of Mind. Stay Connected With Us: Podbean: findingtruewealth.podbean.com YouTube: / @peakwealthmgmt Apple: rb.gy/1jqp6 (Trust the Plan Podcast) Facebook: Facebook.com/PeakWealthManagement Twitter: Twitter.com/nhopwood1 www.peakwm.com

Are you leveraging the power of a 1031 exchange to maximize your real estate investments? While this tax-deferral strategy can be a game-changer for building long-term wealth, a single mistake can trigger unexpected tax liabilities. In this episode, we break down the biggest risks, common misconceptions, and essential strategies to ensure a smooth and successful exchange. Key Takeaways: - What is a 1031 exchange? A simple breakdown of how this powerful tax-deferral tool works. - Common mistakes investors make and how to avoid having your exchange invalidated. - Understanding “like-kind” exchanges—why you don't have to replace multifamily with multifamily. - 1031 exchange timelines explained—how to properly structure your deal within IRS deadlines. - Using 1031 exchanges for generational wealth—how top investors defer taxes indefinitely. - Alternative options: Comparing Delaware Statutory Trusts (DSTs) and other tax strategies. - Current market trends—where 1031 exchange activity is happening and what it signals for real estate investors. If you're a real estate investor looking to optimize your portfolio and reduce tax burdens, this episode is packed with practical insights you can't afford to miss. Connect with Mike Auerbach: Email: Mike@1031specialists.com Call: 631-438-1031 LinkedIn: Mike Auerbach Subscribe and leave a review to let us know what topics you'd like covered next! Are you REady2Scale Your Multifamily Investments? Learn more about growing your wealth, strengthening your portfolio, and scaling to the next level at www.bluelake-capital.com. To reach Ellie & the Blue Lake team, email them at info@bluelake-capital.com or complete our investor form at www.bluelake-capital.com/new-investor-form and they'll connect with you. Credits Producer: Blue Lake Capital Strategist: Syed Mahmood Editor: Emma Walker Opening music: Pomplamoose #1031exchange #explained Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode of Retire with Ryan, we're diving into the ins and outs of 1031 Exchanges with expert Eric Brecher. As Executive Vice President at the Chicago Deferred Exchange Company, Eric brings years of experience in navigating this complex IRS provision, which allows real estate investors to defer capital gains taxes when selling property.  If you're interested in real estate investments and the potential tax advantages that come with them, this episode is a must-listen. Eric explains everything from the basics of a 1031 Exchange to key strategies, common pitfalls, and the crucial role of a Qualified Intermediary. You will want to hear this episode if you are interested in... [0:52] What is a 1031 property exchange provision?  [6:44] The 4 key requirements for a 1031 exchange [9:13] The role of the qualified intermediary [16:09] Common mistakes and misconceptions [26:32] The three property rule [32:28] The role of the qualified intermediary [35:34] Other need-to-know details Resources Mentioned Retirement Readiness Review Subscribe to the Retire with Ryan YouTube Channel Download my entire book for FREE  Connect With Morrissey Wealth Management  www.MorrisseyWealthManagement.com/contact Subscribe to Retire With Ryan

One of the most asked questions we hear from investors is “What are my options for a 1031 Exchange?”  Kay Properties Essentials podcast takes a close look at this questions, and what are the most common strategies for 1031 exchange investors.   

In this eye-opening episode of the Small Axe Podcast, we dive into a critical question shaking up the multifamily real estate market: Who's buying that deal? Too many inexperienced buyers are overpaying for properties, inflating prices, and creating challenges for serious operators. But don't worry—we're breaking it all down for you. Here's what you'll learn in this episode: ✅ The key players in the multifamily market—from institutional buyers to mom-and-pop investors. ✅ How risky and uninformed buyers are driving price inflation and creating market instability. ✅ Why staying disciplined, educated, and focused on fundamentals is the ultimate competitive edge. ✅ The importance of mastering underwriting and building credibility with brokers. ✅ How to stand out in a crowded market and build sustainable wealth.

As real estate investors, we all know that not all our properties are the same—some are great, while others are a headache.Doing a 1031 exchange is the perfect tool to upgrade that property into a winner, but with so little inventory in the market, it sounds too risky!That's why finding the perfect partner with cash-flow-positive inventory ready to buy in a hot market is crucial to optimizing your real estate portfolio... and we've put together a special webinar to introduce you to them!Join us for a special live edition of The Not Your Average Investor Show, where 1031 expert Claudia Kiernan will join Gregg Cohen, co-founder of JWB Real Estate Capital, and the show's host, Pablo Gonzalez, to discuss:-Why 1031 exchanges are ideal for exchanging headache homes for hero investments-How JWB's uniquely vertically integrated turnkey model de-risks the exchange and the experience of passive investing-Where the best market for growth-minded single-family home investors is and why now is the perfect time to buy into itAs Senior Vice President of IPX1031, Claudia Kiernan has over 16 years of experience helping investors through the 1031 exchange process and has been featured in multiple media outlets as an expert on the subject.Gregg Cohen co-founded JWB Real Estate Capital over 18 years ago with a mission to make rental property investing easy for everyone. JWB has grown into a 120+ person team, managing over 6,000 properties and $1B+ in assets for over 1,700 investors and has been featured on the front page of the WSJ twice.Don't miss your chance to end those tough conversations about that one investment that keeps ruining your day with expert advice from two of the biggest experts in the industry.Join our real estate investor community LIVE: https://jwbrealestatecapital.com/nyai/Schedule a Turnkey strategy call: https://jwbrealestatecapital.com/turnkey/ *Get social with us:*Subscribe to our channel  @notyouraverageinvestor  Subscribe to  @JWBRealEstateCompanies  

On this episode of the Deal Farm®, Kevin and Ken talk with Brandon Burns about an incredibly powerful tool that so many investors neglect to utilize ... or simply go about the wrong way. As an investor, you HAVE to arm yourself with this incredibly powerful tax strategy. Tune in and take notes as Brandon is going to bring the 1031 Exchange education!!  

Are you looking to grow your real estate portfolio and build wealth faster? There's a tax “loophole” that allows you to sell your property and roll your equity (and profits) into a bigger and better rental property—all while deferring thousands of dollars in taxes. Stay tuned to learn how to use a 1031 exchange to your advantage! Welcome back to another Rookie Reply! Today, Ashley and Tony are answering some of your recent questions from the BiggerPockets Forums. After discussing 1031 exchanges and “like-kind” properties, we'll help an investor determine if they should sell or rent a property that, despite the potential to bring in decent monthly cash flow, has some costly capital expenditures looming. Next, is it better to stabilize a rental property by making home improvements that help you raise rent or use the same funds to buy another property? We'll dive into the numbers and show you which option gives you the highest return! Looking to invest? Need answers? Ask your question here! In This Episode We Cover: The tax “loophole” that allows you to defer thousands of dollars in capital gains tax Building wealth and growing your portfolio with a 1031 exchange Whether you should rent or sell a property that needs major repairs When to stabilize your current portfolio versus buying another property Prioritizing renovations that increase home value and allow you to raise rents  And So Much More! Links from the Show Ashley's BiggerPockets Profile Tony's BiggerPokckets Profile Join BiggerPockets for FREE Real Estate Rookie Facebook Group Real Estate Rookie YouTube Ask Your Question on the BiggerPockets Forums Put Your Vacation Rental on Autopilot with Hospitable Ask Your Question for a Future Rookie Reply Buy “The Book on Tax Strategies for the Savvy Real Estate Investor” Find Investor-Friendly Lenders What Is a 1031 Exchange in Real Estate? How to Guide & Examples (00:00) Intro (00:46) 1031 Exchanges (11:50) Should I Rent or Sell? (18:43) Making Home Improvements (23:59) Ask Your Question! Check out more resources from this show on BiggerPockets.com and https://www.biggerpockets.com/blog/rookie-496 Interested in learning more about today's sponsors or becoming a BiggerPockets partner yourself? Email advertise@biggerpockets.com. Learn more about your ad choices. Visit megaphone.fm/adchoices

Matt Laridon is a Licensed Real Estate Agent with over 30 years of Real Estate and Finance Experience. Started career at Wall St. Investment Banking Firm Paine Webber where quickly rose to Vice President. Anticipating the foreseeable fee compression brought on by the online discount brokerage firms, shifted to the Private Equity markets and then to Commercial Real Estate focusing specifically on 1031 Exchanges and Opportunity Zones. Recognizing that most real estate professionals lacked in-depth understanding and knowledge of both 1031 Exchanges and Opportunity Zones with high attrition rates, founded 1031.TV and published The 1031 Exchange Play Book and 1031 Exchange Masters Course. The 1031 Exchange Masters Course is a comprehensive 7 hour online course with over 90 lessons including videos for each course, 450 practice questions with a 100 question final exam. Opinions on real estate and corporate finance have been featured on CNBC and in numerous regional and national publications. A published author and sought after speaker and real estate panel member has been fortunate to share the stage with some of the best and brightest finance and real estate minds in the country. Born and raised in Long Beach, CA, is involved in a number of organizations that advocate for the homeless and those in recovery. Solving food scarcity and nutritional deficiency in the home are the primary focus of his philanthropic efforts. Most weekends spends time with his 3 children and 2 grandsons. Also serves as a USA Pickleball Ambassador representing the greater Los Angeles market. A highly ranked amateur with the goal of turning professional, Pickleball has replaced tennis where he was a highly competitive junior player. In our podcast, Matt shares how real estate agents can leverage 1031 exchange transactions to increase their revenue and break into the commercial real estate industry by representing investor clients who are doing 1031 exchanges. Matt also shares the 3 reasons why agents are guaranteed to get paid a commission through 1031 exchange transactions! You Can Find Matt@: FREE SCRIPT: https://www.laridon.org/ Youtube: https://www.youtube.com/@1031TV-zy4ub Linkedin: https://www.linkedin.com/in/matt-laridon-1310841a6/ Instagram: https://www.instagram.com/1031coach/?hl=en

In this episode, Amanda Cruise and Ash Patel interview Brett Swarts, founder and CEO of Capital Gains Tax Solutions. Brett shares his journey from struggling in the real estate market to managing over $150 million in assets. He discusses the Deferred Sales Trust (DST) as an alternative to the 1031 exchange, highlighting its flexibility, tax benefits, and how it can be used for various asset types. The conversation delves into the pros and cons of DSTs, income generation strategies, and the importance of understanding tax implications when making investment decisions. Brett also shares personal anecdotes and insights on navigating the real estate landscape. Brett Swarts | Real Estate Background Founder and CEO of Capital Gains Tax Solutions Based in: St Augustine, FL Say hi to them at: www.brettswarts.com www.capitalgainstaxsolutions.com LinkedIn www.youtube.com/@BuildItToBillions www.youtube.com/@CapitalGainsTaxSolutions Sponsors: Altra Running Sunrise Capital Learn more about your ad choices. Visit megaphone.fm/adchoices

President-elect Donald Trump's campaign promises look to be a mixed bag for commercial real estate. Extended tax cuts would be a boon for dealmaking; tariffs could spark inflation and push the Federal Reserve to throw the cutting cycle in reverse. Deconstruct sits down with NYU Schack Institute of Real Estate Associate Dean Marc Norman and partners at Holland & Knight Joe Guay and Joel Roberson to parse the impact on investors and developers in 2025. Do you have guests you want to hear from? Topics you want explored? Questions, feedback, critiques? Write to us with "Deconstruct" in the subject line @ suzannah.cavanaugh@therealdeal.com. _

  Check out this episode wherever you like to listen or watch podcasts! Episode Page: https://vinneychopra.com/podcast/ Youtube Part 1: https://youtu.be/f5qW02SyqRQ Part 2: https://youtu.be/hMPgsFB0uR0 Part 3: https://youtu.be/HStwGjHkFGo Spotify: https://spoti.fi/423B4fz iTunes: https://apple.co/3tQ9Tsf   ——   Connect & Win with Vinney: https://linktr.ee/VinneySmileChopra FREE BOOKS HERE:  https://vinneychopra.com/freebenefits/   JOIN MY FREE WEBINARS:   Benefits of Investing in Senior Living Real Estate https://www.eventbrite.com/e/benefits-of-investing-in-senior-living-real-estate-tickets-1049197727647?aff=oddtdtcreator   Multifamily Wealth Masterclass with Vinney Chopra https://www.eventbrite.com/e/multifamily-wealth-masterclass-with-vinney-chopra-tickets-1067998013809   ——     Florida floods, but opportunity flows!

Check out this episode wherever you like to listen or watch podcasts! Episode Page: https://vinneychopra.com/podcast/ Youtube Part 1: https://youtu.be/f5qW02SyqRQ Part 2: https://youtu.be/hMPgsFB0uR0 Part 3: https://youtu.be/HStwGjHkFGo Spotify: https://spoti.fi/423B4fz iTunes: https://apple.co/3tQ9Tsf   ——   Connect & Win with Vinney: https://linktr.ee/VinneySmileChopra FREE BOOKS HERE:  https://vinneychopra.com/freebenefits/   JOIN MY FREE WEBINARS:   Benefits of Investing in Senior Living Real Estate https://www.eventbrite.com/e/benefits-of-investing-in-senior-living-real-estate-tickets-1049197727647?aff=oddtdtcreator   Multifamily Wealth Masterclass with Vinney Chopra https://www.eventbrite.com/e/multifamily-wealth-masterclass-with-vinney-chopra-tickets-1067998013809   ——  

Check out this episode wherever you like to listen or watch podcasts! Episode Page: https://vinneychopra.com/podcast/ Youtube Part 1: https://youtu.be/f5qW02SyqRQ Part 2: https://youtu.be/hMPgsFB0uR0 Part 3: https://youtu.be/HStwGjHkFGo Spotify: https://spoti.fi/423B4fz iTunes: https://apple.co/3tQ9Tsf   ——   Connect & Win with Vinney: https://linktr.ee/VinneySmileChopra FREE BOOKS HERE:  https://vinneychopra.com/freebenefits/   JOIN MY FREE WEBINARS:   Benefits of Investing in Senior Living Real Estate https://www.eventbrite.com/e/benefits-of-investing-in-senior-living-real-estate-tickets-1049197727647?aff=oddtdtcreator   Multifamily Wealth Masterclass with Vinney Chopra https://www.eventbrite.com/e/multifamily-wealth-masterclass-with-vinney-chopra-tickets-1067998013809   ——  

Check out this episode wherever you like to listen or watch podcasts! Episode Page: https://vinneychopra.com/podcast/ Youtube Part 1: https://youtu.be/f5qW02SyqRQ Part 2: https://youtu.be/hMPgsFB0uR0 Part 3: https://youtu.be/HStwGjHkFGo Spotify: https://spoti.fi/423B4fz iTunes: https://apple.co/3tQ9Tsf   ——   Connect & Win with Vinney: https://linktr.ee/VinneySmileChopra FREE BOOKS HERE:  https://vinneychopra.com/freebenefits/   JOIN MY FREE WEBINARS:   Benefits of Investing in Senior Living Real Estate https://www.eventbrite.com/e/benefits-of-investing-in-senior-living-real-estate-tickets-1049197727647?aff=oddtdtcreator   Multifamily Wealth Masterclass with Vinney Chopra https://www.eventbrite.com/e/multifamily-wealth-masterclass-with-vinney-chopra-tickets-1067998013809   ——  

Check out this episode wherever you like to listen or watch podcasts! Episode Page: https://vinneychopra.com/podcast/ Youtube: https://youtu.be/qTZVMjaQ2Us Spotify: https://spoti.fi/423B4fz iTunes: https://apple.co/3tQ9Tsf     ——     Connect & Win with Vinney: https://linktr.ee/VinneySmileChopra FREEBIE: https://vinneychopra.com/freebenefits/   JOIN MY FREE WEBINARS:   Silver Tsunami Opportunities: Profits In Senior Living Homes (Rals): https://www.eventbrite.com/e/silver-tsunami-opportunities-profits-in-senior-living-homes-rals-tickets-1049197727647   ----  

Unlock the secrets to successful real estate investing and avoid costly 1031 exchange mistakes in this insightful episode featuring Brandon Burns! As one of the few certified exchange specialists in the U.S., Brandon shares invaluable tips on navigating 1031 exchanges, a critical tool for building generational wealth through strategic real estate investment strategies. Discover the history and evolution of Section 1031 and how it can benefit your investment portfolio.Learn the essential steps and hurdles in executing a 1031 exchange, including time, value, financial, and ownership considerations.Understand the importance of choosing the right 1031 exchange accommodator to maximize your real estate gains.Connect with Brandon Burns! Tap into his expertise and elevate your real estate strategy by visiting his professional website.Subscribe to the REI Mastermind Network Podcast! Stay ahead in real estate investing with exclusive insights and strategies. SUPPORT THE SHOW! Share this episode with fellow real estate investors and help them avoid costly pitfalls."Real estate investing is not just about buying properties. It's about creating opportunities and building generational wealth." Join the community, subscribe, like, and share to be part of this transformative real estate journey!#1031exchangesexplained #taxdeferralstrategies #1031exchangeexample #realestatemarket #strategiesfordeferringtaxesCHAPTERS:00:00 - Intro00:33 - What is a 1031 Exchange08:02 - Major Hurdles of a 1031 Exchange17:20 - Selecting the Proper Accommodator21:50 - Choosing a 1031 Exchange Company24:00 - What We Missed27:17 - Lies Real Estate Investors Tell Themselves28:10 - Advice for Your Younger Self28:53 - Book Recommendation30:55 - Time-Saving Strategies34:18 - OutroRealDealCRM.comRealDealCRM is your Real Estate Investing Virtual Assistant. A Real Estate Investing CRM for Real Estate Investors created by Real Estate Investors. SMS, Stealth Voicemails, Phone, Voicemail, Funnels, and AUTOMATION in a single platform! Check out more details at RealDealCRM.comLIKE • SHARE • JOIN • REVIEWWebsiteJoin the REI Mastermind Network on Locals!Apple PodcastsGoogle PodcastsYouTubeSpotifyStitcherDeezerFacebookTwitter

Check out this episode wherever you like to listen or watch podcasts! Episode Page: https://vinneychopra.com/podcast/ Youtube: https://youtu.be/qTZVMjaQ2Us Spotify: https://spoti.fi/423B4fz iTunes: https://apple.co/3tQ9Tsf     ——     Connect & Win with Vinney: https://linktr.ee/VinneySmileChopra FREEBIE: https://vinneychopra.com/freebenefits/   JOIN MY FREE WEBINARS:   Silver Tsunami Opportunities: Profits In Senior Living Homes (Rals): https://www.eventbrite.com/e/silver-tsunami-opportunities-profits-in-senior-living-homes-rals-tickets-1049197727647   ----  

Check out this episode wherever you like to listen or watch podcasts! Episode Page: https://vinneychopra.com/podcast/ Youtube: https://youtu.be/qTZVMjaQ2Us Spotify: https://spoti.fi/423B4fz iTunes: https://apple.co/3tQ9Tsf     ——     Connect & Win with Vinney: https://linktr.ee/VinneySmileChopra FREEBIE: https://vinneychopra.com/freebenefits/   JOIN MY FREE WEBINARS:   Silver Tsunami Opportunities: Profits In Senior Living Homes (Rals): https://www.eventbrite.com/e/silver-tsunami-opportunities-profits-in-senior-living-homes-rals-tickets-1049197727647   ----  

Check out our past deals, future ones, and join our community: https://thewealthelevator.com/club/Coaching Call: Avoiding Costly 1031 Exchange Mistakes in Real Estate InvestingIn this episode, we dive into a one-on-one coaching call where we discuss alternatives to the 1031 exchange, recounting personal experiences and valuable lessons. Join us as we reconnect with a past client, explore the pitfalls of traditional investment strategies, and analyze the benefits of diversifying into value-add projects. Whether you're a seasoned investor or new to the community, this episode offers insights into smarter, more sustainable investing. Don't miss the chance to learn from real-life experiences and expert advice!00:00 Introduction to the Coaching Call00:30 Reflecting on Past Experiences01:12 Community and Networking02:51 Coaching Call Begins03:23 Discussing 1031 Exchange Options04:33 Tax Implications and Strategies07:08 Exploring Investment Alternatives11:03 Final Thoughts and Advice13:17 Conclusion and Farewell Hosted on Acast. See acast.com/privacy for more information.