Podcasts about 1031 exchange

Many investors are sitting on significant equity but wondering whether it still makes sense to hold properties in slowing markets. In this episode, Brenda Coleman shares why she sold a Phoenix fourplex, completed a 1031 exchange, and reinvested in out-of-state markets with stronger cash flow potential. She also discusses lessons learned from syndication investing, market cycles, and how investors can evaluate opportunities in today's housing market.   DISCLAIMER The views and opinions expressed in this podcast are provided for informational purposes only, and should not be construed as an offer to buy or sell any securities or to make or consider any investment or course of action. For more information, go to www.RealWealthShow.com.  

The 1031 exchange is an excellent mechanism to defer capital gains and grow net worth on commercial and investment real estate sales. In this episode, we drill into the mechanics of a 1031 exchange and also highlight potential replacement property types. Eric J Christopher | WSC Realty Advisors Inc | 949-463-2787 eric.christopher@wsc-pm.com 

Senior Vice President Matt McFarland discusses how Delaware Statutary Trusts (DSTs) can be used as a backup option in a 1031 exchange. Learn why many investors consider DSTs when facing exchange deadlines, identification challenges, or replacement property issues.  

Can investors use 1031 exchange proceeds to invest in real estate syndications? The answer is yes, but it's not nearly as simple as many sponsors hope. In this episode of the Major League Real Estate Podcast, Nate Sosa and Thomas Castelli break down the most common structures used to bring 1031 exchange capital into syndications, including Tenants in Common (TIC) arrangements, Delaware Statutory Trusts (DSTs), and 721 Exchange/UPREIT structures. They discuss why 1031 investors are increasingly looking for passive investment options, the challenges syndicators face when accepting exchange capital, and the operational, legal, and tax considerations that come with each strategy. Request a free discovery meeting: go.therealestatecpa.com/mlre Get the Ultimate Guide for Real Estate Syndications: go.therealestatecpa.com/mlreultimateguide Submit your questions to: go.therealestatecpa.com/question The Major League Real Estate podcast is for general information purposes only and is not intended to provide, and should not be relied on for, tax, legal, investing, financial, or accounting advice. Information on the podcast may not constitute the most up-to-date legal or other information. No reader, user, or listener of this podcast should act or refrain from acting on the basis of information on this podcast without first seeking legal and tax advice from counsel in the relevant jurisdiction. Only your individual attorney and tax advisor can provide assurances that the information contained herein – and your interpretation of it – is applicable or appropriate to your particular situation. Use of, and access to, this podcast or any of the links or resources contained or mentioned within the podcast show and show notes do not create a relationship between the reader, user, or listener and podcast hosts, contributors, or guests. Any mention of third-party vendors, products, or services does not constitute an endorsement or recommendation. You should conduct your own due diligence before engaging with any vendor.

The Moneywise Radio Show and Podcast Friday, May 29th  BE MONEYWISE. Moneywise Wealth Management I "The Moneywise Radio Show & Podcast" call: 661-847-1000 text in anytime: 661-396-1000 website: www.MoneywiseGuys.com facebook: Moneywise_Wealth_Management LinkedIn: Moneywise_Wealth_Management Guest: Karen Clemans, CES®, Business Development Director for Accruit website: https://www.accruit.com/ phone: (800) 237-1031 The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision. Karen Clemans & Accruit are not affiliated with nor endorsed by LPL Financial or Moneywise Wealth Management].

Becoming an accidental landlord could cost you a six-figure tax bill — or be the smartest move you make. You're finishing training, moving cities, and that house you bought a few years ago — the one with the enviably low mortgage — is suddenly a decision: sell it and pocket the equity, or rent it out and start building "passive income"? It sounds simple. It isn't. Dr. Jimmy Turner and Justin Harvey, CFP®, break down the real math behind renting vs. selling your home as a physician — and the IRS clock most people don't realize is already running. What you'll learn: How Section 121's $500K capital gains exclusion works — and the 2-out-of-5-year rule that quietly creates six-figure tax bills Why "I have a 3% mortgage" is golden handcuffs, not a strategy The honest cost of becoming an accidental landlord — property management, the 1% maintenance rule, the curveballs When renting during a fellowship is a smart, low-risk way to test landlording Why real estate tax breaks aren't free — what 1031s and "die-with-it" actually require Resources 1099 Doc, locums, or private practice partner? Upgrade your CPA with Gelt (the tax strategy team Jimmy uses). Use this link to get a 10% discount when working with Gelt: https://moneymeetsmedicine.com/CPA  Get Disability Insurance from Money Meets Medicine Disability Insurance — moneymeetsmedicine.com/disability Have a question you want discussed on the show? Email me at jimmy@moneymeetsmedicine.com Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Senior Vice President Matt McFarland gives an overview on 1031 exchange identification strategies

Dan Ihara has sold over $1 billion of real estate, moved 1,600+ units, and completed 400+ 1031 exchanges—without failing a single one.And he built the whole thing around a niche almost no operator talks about: senior-care real estate.In this episode, Dan and Ed get into the demographic inevitability that drives his business (“should we all be blessed to live long enough, we're going to need some level of care”), why 1031 exchanges fail for everyone else but never for him, and his definition of success that has nothing to do with the billion-dollar number on his resumé.What you'll hear:The senior-care thesis: why aging boomers are an inevitability, not a trend, and the RE play sitting on top of itHow Dan closed 400 1031 exchanges without a single failure—the process, the team, the disciplineWhy “success is doing what I want, when I want, with whom I want” is the only definition that matters once you have the numbersThe conversation every operator should be having with their family—and almost none areAbout Dan Ihara: 20-year real estate veteran. Billion-dollar producer. Built a specialty practice serving seniors transitioning out of long-held real estate, primarily through 1031 exchanges.Subscribe to Real Estate Underground for weekly conversations with operators who've been through the cycle and lived to talk about it.Elevista - Speed as a Service™Elevista Connect is the first AI-powered lead conversion system built for real estate investors.

Subscribe for ad-free episodes + bonus content: https://realestatemarketminute.supercast.com Instagram: @thesalibgroup Email: mark@thesalibgroup.com In this Weekend Q&A episode of Real Estate Market Minute, I answer a question from a listener about 1031 exchanges and primary residences. We break down: how 1031 exchanges work why primary homes are treated differently potential strategies investors sometimes consider and important things homeowners should understand before making a move. A very important discussion for homeowners, investors, and anyone thinking long term about taxes, real estate, and building wealth.

In this episode, Steve Haskell, co-founder of Anchor 1031, shares insights on 1031 exchanges, risk management, and leveraging AI in real estate investing. Discover how to optimize passive income, understand complex IRS rules, and prepare for future investments.   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, Aristotle Kumpis discusses the ins and outs of 1031 exchanges, including when they make sense, the process involved, and tips for out-of-state investing. Learn how to defer taxes, navigate timelines, and optimize your real estate investments.   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 deep-dive episode of the Big Mike Fund Podcast, "Big Mike" Zlotnik sits down with Sean Ross, CEO of 1031X. With over 32 years of industry experience, Sean's firm is one of the longest-standing boutique qualified intermediaries in the country. Sean brings a massive wealth of financial knowledge—ranging from M&A and currency trading to economics—to help investors navigate the complexities of 1031 exchanges.STOP! Your free eBook is ready.

In this episode of Tax Tuesday, Anderson attorneys Eliot Thomas, Esq., and Amanda Wynalda, Esq., tackle ten listener questions covering a range of real estate and tax topics. They explain when short-term rentals belong on Schedule E versus Schedule C, and how material participation and substantial services factor into that decision. They explore strategies for mitigating capital gains on rental properties, including 1031 exchanges, Delaware Statutory Trusts, and UPREITs, and clarify why house flippers cannot use a 1031 exchange since flipped properties are treated as inventory. Eliot and Amanda also cover write-off strategies for fix-and-flip investors using a C corporation, grouping rental activity with an operating business to offset income, and deducting stock trading education expenses through startup costs. Additional topics include accountable plans for home office and mileage reimbursements, the difference between contributing funds to a for-profit business versus donating to a nonprofit, reporting the sale of foreign property on a U.S. tax return, and whether a prior-year cost segregation study can still be applied in 2026. Tune in for expert, practical guidance on all of these topics and more! Submit your tax question to taxtuesday@andersonadvisors.com Highlights/Topics: [06:08] "Can I file a Schedule E if I'm doing short term rentals?" Avoid substantial services and keep average guest stays over seven days. [15:49] "How can I mitigate capital gains taxes for rental property if I do not want to hands on operate rentals anymore?" Consider a 1031 exchange into a Delaware Statutory Trust or UPREIT. [22:38] "How can I get tax write offs on fix and flips?" Use a C corp for deductions through accountable plans and reimbursements. [26:24] "If I'm in the business of flipping houses, could I use a 1031 exchange to defer my taxes?" No — flipped properties are inventory and not eligible for 1031s. 30:29] "How does grouping work in order to claim losses in a self rental situation?" Group your rental property with your business to offset income with depreciation. [35:41] "I already purchased stock trading education programs before having any entity set up. How can I deduct those education expenses?" Set up your C corp now; deduct education courses as startup costs. [39:33] "How can I get reimbursed for a home office, business mileage and other expenses?" Use an accountable plan through your S corp or C corp. [44:15] "Can you write off or deduct a financial contribution made from your personal account to your for profit business account in the same way you can make a contribution or donation to your nonprofit?" No deduction; contributions adjust your basis and reduce future taxable distributions. [49:58] "If I sell property abroad, how do I handle the taxes on my US Tax return?" Report on Form 8949, Schedule D; claim a foreign tax credit. [53:15] "If I had a cost segregation study conducted in a previous year but did not use it, can I still use it in 2026?" Update calculations with your original cost seg firm before filing your return. Resources: Tax and Asset Protection Events https://andersonadvisors.com/real-estate-asset-protection-workshop-training/?utm_source=how-to-use-a-1031-exchange-when-flipping-houses&utm_medium=podcast Schedule Your FREE Consultation https://andersonadvisors.com/strategy-session/?utm_source=how-to-use-a-1031-exchange-when-flipping-houses&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  

If you're selling property without understanding the full benefits of a 1031 exchange, you might be setting a huge chunk of your investment on fire. In this episode, Scott Saunders joins Russ and Joey to discuss the critical mistakes investors make when selling properties and how they can affect your wealth. Scott, a 1031 exchange expert, shares his decades of experience in navigating this often-overlooked tax-saving strategy. He explains the real cost of not using a 1031 exchange, with taxes potentially eating up 30–50% of your property's equity.But it's not just about avoiding taxes. It's about smart, strategic investing. Scott explains that knowing the right time for a 1031 exchange and how to structure it properly can help diversify your real estate portfolio. He also shares his best and worst experiences with the 1031 exchange process.Learn how you could make your next property sale an opportunity for growth.Top three things you will learn: -How to avoid tax losses when selling a property-The key mistakes investors make in 1031 exchanges-How to leverage 1031 exchanges for portfolio growthAbout Our Guest:Scott Saunders has an extensive background in IRC 1031 tax-deferred exchanges, having been involved in structuring thousands of 1031 exchanges during his 34 years in the exchange industry. He dedicates a significant portion of his time to presenting classes and podcasts on intermediate and advanced 1031 exchange strategies to accountants, attorneys, financial advisors, real estate brokers, and principals nationwide. He has also spoken at many association events and is an accredited speaker in several states.Disclaimer: The opinions expressed on this podcast are solely those of the hosts and guests and do not constitute financial advice. Always consult a licensed professional for financial decisions.This episode is sponsored by a podcast show partner. We may receive compensation if you use links or services mentioned in this episode.The hosts may have a financial interest in the programs or services mentioned in this episode.Connect with Scott Saunders:- Email - scott1031expert@gmail.com

Dr. Friday reviews the core 1031 like-kind exchange rule for real estate investors. She explains how reinvesting proceeds can defer capital gains instead of paying tax immediately. 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 rules for real estate have no big change. It’s what’s called a like-kind exchange. A like-kind exchange basically means we can defer, that’s a good word, right, defer capital gains and buy something else. The simplistic side of this is, let’s say you sell something for a million dollars and you’ve got a ton of capital gains in that, right? Maybe you originally paid 200, so you’d have like 800 grand of capital gains that you have to pay tax on. Guess what? You go buy something else, or up to three other properties, for that million dollars, and you don’t have to pay tax right now. You exchange it for one big property, maybe some other types of property. This is something that can work to save tax dollars. You need help? Go to drfriday.com. 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.

In this episode, real estate expert Casey Mericle shares his journey from buying houses on courthouse steps to managing commercial properties nationwide. He discusses deal structuring, overcoming adversity, and building relationships in real estate.   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   —--------------------

How do you buy a commercial property when the original business plan falls apart — and still turn it into a winning deal? In this episode of the Get Creative Podcast, host Kyle Karges sits down with real estate entrepreneur Manish Pushye and capital raiser Ingryd Hernandez to unpack a creative commercial real estate deal in Avondale, Arizona involving a shopping center, a failed liquor store plan, seller financing, private lending, and a 1031 exchange investor. Manish shares how he went from signing a lease on a retail space to negotiating ownership of the parcel after city restrictions blocked his original business model. From there, he creatively structured the acquisition using a mix of private money, seller finance, and tenant-in-common financing. Connect with Manish: https://awesomeroi.us/ ➡️ RSVP For A FREE Co-Living Training With Pace (Live): https://subto.sjv.io/Jkz0gE ➡️ Download the Free SubTo A-Z e-book: https://subto.sjv.io/qzd0Vb  ➡️ Get the CRM that will take you further: https://www.gohighlevel.com/pace ➡️ Use Creative Listing for FREE to buy and sell creatively: https://bit.ly/CreativeListing ➡️ Join the SubTo Community: https://subto.sjv.io/RG6EDb ➡️ Become a Top Tier Transaction Coordinator: https://toptiertc.pxf.io/yqmoxW ➡️ Discover the Gator Method: https://gator.sjv.io/6yYWBG ➡️ Get to the SquadUp Summit Conference: https://bit.ly/GetToSquadUpSummit COMMUNITY MEMBERS! ➡️ Get Featured on the Get Creative Podcast: https://bit.ly/GetCreativeGuestForm Refer a Friend to SubTo: refer.nre.ai/subto Refer a Friend to TTTC: refer.nre.ai/tttc Refer a Friend to Gator: refer.nre.ai/gator PLUG IN & SUBSCRIBE Creative Real Estate Facebook Group: https://www.facebook.com/groups/creativefinancewithpacemorby Instagram: https://www.instagram.com/pacemorby/  YouTube: https://www.youtube.com/@PaceMorby TikTok: https://www.tiktok.com/@pacemorby  X: https://x.com/PaceJordanMorby The Pace Morby Show: https://www.youtube.com/@thepacemorbyshow

From the archive: This episode was originally recorded and published in 2022. Our interviews on Entrepreneurs On Fire are meant to be evergreen, and we do our best to confirm that all offers and URL's in these archive episodes are still relevant. Dave Foster is founder and CEO of The 1031 Investor, an accountant and real estate investor helping clients legally reduce taxes through 1031 exchanges and strategic tax planning. Top 3 Value Bombs 1. The IRS encourages a 1031 exchange. It's a normal way to invest in real estate. 2. A 1031 lets you move real estate anywhere in the country, of any type or nature. 3. People use a 1031 to sell in high-value areas and invest where cash flow is higher. Keep all your taxes working for you and get $50 off your first online order - this offer is just for Fire Nation - The 1031 Investor special offer Sponsors HighLevel - The ultimate all-in-one platform for entrepreneurs, marketers, coaches, and agencies. Learn more at HighLevelFire.com. Cape - A privacy-first mobile carrier, built from the ground up with security as the priority. If you care about protecting your digital life without giving up your smartphone, Cape makes that possible. Visit Cape.co/fire and use code FIRE for 33% off cape for 6 months today!

Are you selling an investment property in 2026? Before you list, you need to understand the hidden tax risks inside a 1031 exchange strategy. In this episode of the Mastering 1031 Exchange Series, Judy Casad and Qualified Intermediary Milissa Ormiston-Hall break down these key topics: • Cost segregation explained in plain English • Bonus depreciation and why it can backfire • Depreciation recapture and ordinary income tax • Why breaking even doesn't mean zero tax • Gain vs. equity (and why investors confuse them) • How prior 1031 exchanges lower your cost basis • Where to find your adjusted basis (IRS Form 8824) • The key questions to ask your CPA before selling Many investors assume if they don't walk away with much cash, they won't owe taxes. That assumption can be very expensive. If you own rental property, commercial property, or income-producing real estate, this conversation could protect you from a surprise tax bill. Explore the full Mastering 1031 Exchange Series here:

In this episode of the Investor Fuel podcast, Olivia interviews Russell Marsan, a leading expert on 1031 exchanges. Russell explains the intricacies of 1031 exchanges, emphasizing their role as a powerful wealth-building tool for real estate investors. He clarifies the concept of 'like-kind' properties, discusses how 1031 exchanges can be utilized for purchasing primary residences, and highlights the benefits of transitioning from rental properties to more passive income streams. The conversation also covers the federal nature of 1031 exchanges, the implications for flipping properties, and the importance of choosing reputable professionals in the industry.   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   —--------------------

Join Kay Properties & Investments Senior Vice Presidents Orrin Barrow and Matt McFarland as they discuss the role of Delaware Statutory Trusts in helping 1031 exchange investors meet the debt replacement requirement for full tax deferral.

In this episode, Anderson attorneys Amanda Wynalda, Esq., and Eliot Thomas, Esq., tackle listener questions on tax strategies for real estate investors and traders. They explain the tax implications of house flipping, including when to report income and how installment sales affect taxation. Amanda and Eliot discuss transitioning from a disregarded LLC to an S Corporation for managing rentals and flipping properties, emphasizing the importance of avoiding dealer status. They dive deep into 1031 exchange requirements, including timing constraints, qualified intermediaries, and the rules for converting investment property to a primary residence. Other topics include home office deductions versus reimbursements, deducting mileage for consultants with administrative offices, optimal business structures for active stock trading, differences between S and C Corporations, and the tax consequences of using corporate equipment for personal use. Tune in for expert guidance on maximizing tax savings while maintaining compliance! Submit your tax question to taxtuesday@andersonadvisors.com Highlights/Topics:   [00:00] Intro [06:26] I purchased a home for $12,000 in 2025 for flipping. Do I show it on my taxes at all or only after I flip? How do I calculate the taxes from flipping? If I want to sell a flip on installments – how does that change the tax? Report only after sale; calculate as ordinary income plus self-employment tax. [10:02[ What do you recommend to transition from a disregarded LLC to S Corp for managing rentals and doing house flipping as well? Use separate S or C Corporation to avoid dealer status. [14:10] I'd like to do a 1031 Exchange and eventually move into the property as my primary residence. How quickly can I do that? Wait 24 months with proper rental use before converting to residence. [19:03] What are some of the pitfalls of a 1031 exchange to focus on? Timing deadlines, qualified intermediary requirement, and boot recognition are critical pitfalls. [29:28] Can my S Corporation pay rent to me for my home office? And if so, is this considered personal income? Use accountable plan reimbursements instead to avoid taxable rental income. [33:32] If I am a consultant and take a gig at a company 35 miles from my S-Corporation's administrative office, can I write off the costs to get to the facility on the days I work there? Yes, with administrative office, mileage becomes deductible business travel expense. [36:41] What's the best business structure setup for active stock trading? Limited partnership with C Corporation general partner provides optimal tax benefits. [42:19] What are the differences between an S Corporation and a C Corporation for an LLC? S Corporation flows through; C Corporation pays flat 21 percent rate. [47:25] If I move equipment into my C corporation, can I still use it for personal use? Personal use over 50 percent creates taxable fringe benefit complications. Resources: Tax and Asset Protection Events https://andersonadvisors.com/real-estate-asset-protection-workshop-training/?utm_source=1031-exchange-pitfalls-real-estate-investors-must-know&utm_medium=podcast Schedule Your FREE Consultation https://andersonadvisors.com/strategy-session/?utm_source=1031-exchange-pitfalls-real-estate-investors-must-know&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  

It's tax season — and the rules have changed again. With new updates to the 1031 exchange and bonus depreciation, real-estate investors have more ways than ever to defer taxes and build wealth in 2025. In this episode, Brian Hamrick welcomes Dave Foster, one of the nation's top Qualified Intermediaries and founder of The 1031 Investor. Dave breaks down what the new "Big Beautiful Bill" means for real-estate owners, and how to use the latest tax provisions to maximize returns and preserve legacy wealth. You'll learn: What's new (and now permanent) in the 1031 exchange rules How bonus depreciation and cost segregation help you eliminate taxable income this year How to combine 1031 exchanges with bonus depreciation for massive savings Why the step-up value in basis creates tax-free generational wealth The difference between Section 179, Section 121, and 1031, and how each applies to real-estate owners The role of LLCs, trusts, and estate planning in preserving tax benefits Creative strategies like setting up a family foundation for charitable giving and tax deductions Whether you're an active investor, flipper, short-term-rental owner, or planning for retirement, this episode will help you understand how to protect your profits and plan smarter for the future. Find out more: Website: https://www.the1031investor.com/ YouTube: https://www.youtube.com/c/The1031Investor Facebook: https://www.facebook.com/DaveFoster1031  LinkedIn: https://www.linkedin.com/in/davefoster1031/ Twitter: https://twitter.com/DaveFoster1031  Instagram: https://www.instagram.com/davefoster1031/ Today's episode is brought to you by Green Property Management, managing everything from single family homes to apartment complexes in the West Michigan area. https://www.livegreenlocal.com And RCB & Associates, helping Michigan-based real estate investors and small business owners navigate the complex world of health insurance and medicare benefits. https://www.rcbassociatesllc.com

In this episode of the Real Estate Pros podcast, host Michelle Kesil welcomes Jeffrey Peterson, a Minnesota attorney and tax law professor specializing in 1031 exchange strategies. Jeffrey explains the intricacies of Section 1031 of the Internal Revenue Code, which allows real estate investors to defer taxes on gains from the sale of appreciated properties by reinvesting in similar properties. He emphasizes the importance of working with qualified intermediaries to navigate the complexities of these exchanges and avoid common pitfalls, such as receiving proceeds before setting up the exchange.   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   —--------------------

Send us a textFinal episode of Inside the Family Office: Live Investor PanelReal family office practitioners and allocators share how they structure deals, protect families, and think about wealth:  Investor Brian closes the panel with stories and principles from decades of real estate and business building – starting with an 8x return on a 4-H piglet as a kid. He breaks down how he bought distressed Phoenix property at a fraction of replacement cost, why you must “run into the burning building” when everyone else is fleeing, and how to avoid piling into yesterday's winners at today's low cap rates. Brian outlines his goal of seven super-pillars of passive income across real estate, private equity, syndicated deals, and options, and shares his non-negotiables for alignment: deep-pocketed partners, operators who only win after investors win, and real skin in the game. The panel ends with a strong reminder to respect other people's capital and only raise money if you're prepared to protect it.

Send us a textEpisode 4 of Inside the Family Office: Live Investor PanelReal family office practitioners and allocators share how they structure deals, protect families, and think about wealth:  Family office principal Mark Weinstein shares how he combines a $1.5B real estate portfolio with a deep commitment to philanthropy, including dedicating 25% of his estate to charitable causes. He explains why his operating companies focus on multifamily and student housing, what he learned owning thousands of beds across major universities, and how the asset class behaved through COVID. Mark details his new value-add student housing fund, diversification across campuses, and how he thinks about 1031s, depreciation, and long-term holds. Dr. Cook adds context from her vantage point as both professor and investor in student housing communities.

In this video, I break down how real estate investors use a 1031 exchange to trade up properties and grow their portfolio without triggering capital gains taxes. I walk through when a 1031 exchange makes sense, how it works in real life, and common mistakes investors make when trying to upgrade properties. If you're selling a rental, thinking about scaling, or want to understand how investors recycle equity into bigger deals, this breakdown will help you decide if a 1031 exchange is the right move.  

In this Real Estate Weekly Deal Breakdown, I walk through a real-life deal where I sold a problem rental and used a 1031 exchange to buy the neighbor's unit instead. This condo was a nightmare—bad tenant, eviction, major damage, a contractor who stole money, and numbers that no longer made sense. I break down why rehabbing it didn't work, why selling outright would've crushed me with taxes, and how a conversation with the neighbor led to the best possible outcome. If you're holding rentals and considering selling, this breakdown will help you think through your options before you make an expensive mistake.  

Are you really leveling up or just running in circles with your real estate deals? If you've ever raced through a 1031 exchange, felt stuck chasing “passive” income that never arrives, or lost sleep over looming capital gains taxes, this episode is your game-changer.Host Kenny Bedwell sits down with Brett Swarts, renowned capital gains tax strategist, for a blunt, numbers-driven masterclass on using Deferred Sales Trusts (DSTs) to crush the limitations of traditional 1031 exchanges and unleash truly passive income. Together, they dismantle common myths, reveal jaw-dropping case studies, and map out the step-by-step moves to reclaim your time, freedom, and cash flow.Stop letting taxes and deadlines push you into the wrong deals. Listen now to discover how DSTs can hand you ultimate flexibility and real peace of mind. This exclusive episode is packed with proven strategies and insider tactics you won't find anywhere else. Tune in now before you overpay for your next deal!Timestamped Highlights[00:00] – The moment that launched Brett's obsession with beating capital gains taxes[00:04:07] – Why “chasing 1031s” is making investors poor (and what to do first instead)[00:07:45] – The “no-shoes, no-shirt, no problem” blueprint for replacing active headaches with true passive income[00:09:19] – The killer move: How to actually “sell high, buy low” (and why 1031 jail kills your returns)[00:12:39] – When you must set up your DST (miss this window and the tax man wins)[00:15:31] – The shocking truth about 1031 “boot,” negotiation power, and not overpaying[00:21:45] – Passive income math: The exact steps to multiplying your cash flow (with no toilets, trash, or termites)[00:29:44] – How to reinvest, defer, and build wealth—without the dreaded time crunchAbout the GuestBrett Swarts is the founder and lead trustee at Capital Gains Tax Solutions. A nationally recognized expert in capital gains tax deferral strategies, Brett Swarts specializes in helping high net worth investors unlock growth, time freedom, and generational wealth through Deferred Sales Trusts. His practical approach has made him a trusted advisor to real estate entrepreneurs, business sellers, and anyone ready to escape the tax treadmill for truly passive income.

988. This week, Laura reviews how to use a 1031 exchange to legally defer capital gains taxes when selling an investment property. You'll learn the strict IRS rules for "like-kind" properties, the critical deadlines you must meet, and how to keep 100% of your profits working for you. Find a transcript here. Have a money question? Send an email to money@quickanddirtytips.com or leave a voicemail at (302) 364-0308.Find Money Girl on Facebook and Twitter, or subscribe to the newsletter for more personal finance tips.Money Girl is a part of Quick and Dirty Tips.Links:https://www.quickanddirtytips.com/https://www.quickanddirtytips.com/money-girl-newsletterhttps://www.facebook.com/MoneyGirlQDT Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Are you scared of losing tens of thousands to the IRS on your next property sale? Wondering if a 1031 exchange is really the secret weapon for building unstoppable cash flow… or just a headache waiting to happen?This episode, Kenny Bedwell, no-fluff educator and the data-driven mind behind STR Insights, breaks down exactly how to prepare for a 1031 exchange the right way—using numbers, timelines, and real investor mistakes. From crushing the fear of tax bills to unlocking hidden strategies for short-term rental success, Kenny's frank approach is full of hard truths and simple steps.Listen now to sidestep costly errors, dodge timeline traps, and discover insider tactics you won't hear anywhere else. Miss this episode, and you risk making one of the most expensive mistakes in real estate. Tune in while the stakes are high and every dollar counts!Timestamped Highlights[00:00] The hidden 1031 pitfalls that even experienced investors miss[00:01:14] Why “waiting until closing” could wreck your 1031 dreams[00:02:12] The shocking impact of capital gains—the numbers that matter now[00:03:16] How to use the IRS rules to your advantage (and avoid a nightmare)[00:05:13] The #1 reason most investors lose money on STR furnishings[00:07:37] The uncommon truth about 1031 down payments and boot traps[00:11:03] Kenny's proven equity audit method: Should you sell or wait?[00:14:04] Mapping your cash flow and equity for a powerful portfolio move[00:16:50] When you should start hunting for your next market (spoiler: it's not what you think)[00:20:46] The 60-day strategy no one is teaching for stress-free 1031 shopping[00:22:03] The risky world of reverse 1031 exchanges—what you must knowMentioned ResourcesSTR Scale Summit (event)STR Insights softwareIRS Section 1031 (1031 exchange rules)QI / 1031 Intermediary servicesReturn on Equity (ROE) auditImportant LinksWant us to find the deals for you? https://strinsights.comGet Top Markers for STRs (2025) - https://rebrand.ly/28b1dfInstagram – @kenny_bedwellYouTube – Cash Flow...

Found a great investment opportunity but haven't sold your property yet? Learn how to use a Reverse 1031 Exchange to buy your next deal first and leverage Creative Financing for Real Estate to close fast.Discover the "Equity Swap" method using Cross Collateralization Real Estate to secure 100% funding without a massive cash down payment. If you are looking to Buy Before You Sell Real Estate, this is the ultimate strategy to keep your momentum going in a competitive market.Here's what you'll learn: ✅ Master the Reverse 1031 Exchange process to secure replacement properties before selling your relinquished assets. ✅ Utilize Private Money Loans for Real Estate to bypass traditional bank delays and close in as little as 72 hours. ✅ Explore No Doc Loans for Investment Property that allow you to qualify with minimal paperwork and credit scores as low as 500. ✅ Learn how a Blanket Loan Real Estate structure lets you use existing residential equity to fund commercial acquisitions. ✅ Understand exactly How to fund a 1031 exchange replacement property when your liquidity is tied up in other assets.This episode breaks down a real-world case study where an investor successfully moved equity from residential homes into a commercial auto body shop and an investment ranch. Stop letting great deals slip away while you wait for a buyer. By mastering the Reverse 1031 Exchange and creative leverage, you can strike while the iron is hot and defer capital gains taxes effectively.

What is a 1031 exchange in simple terms? How does it help grow wealth tax deferred? Who can use a 1031 exchange? What do the terms like kind and trade up mean in the 1031 exchange world? Why should some property owners consider doing one? That & more on this episode of the Real Estate Roundtable.

Click Here for the Show Notes In today's episode, we sit down with Dave to demystify one of the most powerful strategies in real estate investing: the 1031 exchange. From how it works, to why it's been around for more than a century, to the step-by-step process investors should follow before they sell a property—Dave breaks it all down in a way that's simple, practical, and surprisingly fun. We also dive into real client stories, financing hacks, timeline tips, and how the right team can save you tens or even hundreds of thousands of dollars in taxes. Whether you're a seasoned investor or just starting to build your portfolio, this episode is packed with game-changing takeaways you won't want to miss.  If you're thinking about exploring your own 1031 exchange strategy, be sure to reach out so we can help you run the numbers and connect you with the right experts. -------------------------------- Download your FREE copy of:  The Ultimate Guide to Passive Real Estate Investing. See our available Turnkey Cash-Flow Rental Properties. SUBSCRIBE on iTunes   If you missed our last episode, be sure to listen to TBT: Ask Marco - What Should We Pay Ourselves From Our Rentals? Our team of Investment Counselors has much more inventory available than what you see on our website.  Contact us today for more deals. -------------------------------------------------------- #LearningRealEstate #AskMarco #PassiveRealEstateInvesting #Turnkeyproperties #RealEstatePodcast #Investment #investors #RealEstateInvestors #RentalProperties #TurnkeyProperties #NoradaRealEstateInvestments

Today's episode is admittedly unsexy—but it's one of those things I wish someone had explained to me in plain language before I needed it. We're talking about 1031 exchanges, which you've probably heard of if you own investment property, but might not fully understand unless you're an accountant or deeply embedded in real estate. This is for the rest of us—the cabin owners who've never sold a property before but are considering it, or anyone who wants to understand their options when it comes to the tax implications of selling an investment property without needing a finance degree to decode it.I'm sharing our experience from this summer when we sold two properties and purchased one new property, intending to use a 1031 exchange to defer capital gains taxes and simplify our portfolio. The plan was straightforward: sell our cabin in Boone and our long-term rental in Durham, combine those funds, and buy a historic triplex in Boothbay Harbor, Maine—mortgage-free. Except two weeks before closing, I discovered something called "mortgage boot" that completely upended our strategy and forced us to restructure everything. We went from planning to own a property without debt that would generate significant monthly income, to taking on a mortgage we hadn't anticipated and dramatically changing our financial projections. If we had been relying on that rental income for monthly expenses, this would have been a crisis. Thankfully we weren't, but it was still a wake-up call about how much I didn't know.In this episode, I walk through what a 1031 exchange actually is, the incredibly tight timeline you're working with (45 days to identify properties, 180 days to close), what qualifies as "like-kind property," and most importantly, what boot is and why mortgage boot specifically can derail your entire strategy if you're trying to simplify rather than expand. I also get honest about the privilege that allowed me to invest in real estate in the first place, my complex feelings about capital gains taxes and wealth redistribution, and why real estate investing appealed to me over traditional stock market investments after watching my mom save diligently for a retirement she never got to enjoy. Whether you're actively considering selling a cabin or investment property, curious about tax strategies, or just want to understand these financial tools better, this episode breaks it all down without the jargon—and hopefully saves you from making the same mistakes I almost made.Instagram: @cozyrockcabin Cozy Rock Cabin: https://staycozycabin.holidayfuture.com/listings/311027Cozy Camp Sebec: https://staycozycabin.holidayfuture.com/listings/311051 Cozy Rock Website: http://www.staycozycabin.com YouTube Channel: https://www.youtube.com/channel/UC_FgMwAgvORd1IwlH1nlC9g

The Ultimate Tax Shield: Mastering the 1031 Exchange for Exponential Wealth Growth Are you ready to use the most powerful tax loophole available to serious real estate investors? The 1031 Exchange (also known as a "like-kind exchange" or "Starker exchange") is a game-changing strategy found in Section 1031 of the IRS tax code that allows investors to defer capital gains taxes indefinitely. This episode dives deep into the mechanism that helps investors keep the government's money working for them, accelerate compounding, and build millions in net worth. Key Takeaways from This Episode: The Power of Tax Deferral and Compounding Discover how the 1031 exchange allows you to defer paying taxes on profits and the recapture of depreciation when selling an investment property. Learn why taxes deferred until tomorrow are superior to taxes paid today, allowing you to reinvest the full gain into your next deal. By continually using the 1031 exchange, investors can put the entire profit—including the money that would have been taxed—to work, which leads to greater wealth accumulation over time. See how investors who consistently use the 1031 exchange can accumulate millions more in wealth over a 25-year period compared to those who pay taxes after every sale. Understand the "end game": taxes can be avoided altogether by holding assets until death, passing them to heirs via the "stepped-up basis," which virtually eliminates the inherited tax consequences. Strict Rules You MUST Follow To successfully execute this powerful strategy, you must adhere to the six essential rules laid out by the IRS: Like-Kind Requirement: The property sold and the replacement property must be held for investment or trade (not personal residences or properties for quick resale/flipping). You can exchange nearly any investment real estate for another, such as swapping a duplex for an apartment complex, or raw land for a rental house. Required Value: The replacement property (or properties combined) must be of equal or greater value than the relinquished property's entire sale price. If you acquire a property of lesser value, the difference, known as "boot," is subject to normal capital gains taxes. 45-Day Identification Window: You have only 45 days from the date the relinquished property closes to officially identify potential replacement deals in writing. The IRS generally allows identification of up to three potential replacement properties. 180-Day Reinvestment Period: The acquisition of the replacement property must be fully completed and the title transferred within 180 days of the sale of the original property. Qualified Intermediary (QI): You may not touch the profit from the sale. A neutral third party, known as a Qualified Intermediary or accommodator, must hold and transfer the funds to maintain the tax-deferred status. Title Requirements: The title holder (taxpayer or entity) of the relinquished property must be the same as the buyer of the replacement property. Advanced Strategies and Flexibility Learn how the 1031 exchange enables investors to shift their focus—for example, moving from high-maintenance properties to low-maintenance commercial investments like triple-net (NNN) lease properties. Discover how investors can consistently "trade up" to larger, more passive assets, such as moving equity into a multimillion-dollar shopping mall syndication. Understand that while interests in standard LLC syndications typically do not qualify for a 1031 exchange, specialized structures like Tenancy in Common (TIC) or Delaware Statutory Trusts (DSTs) can qualify as "like-kind" property for investors seeking a passive route. ⚠️ Critical Advice: The 1031 exchange is complex, and any minor error in paperwork could result in disqualification and immediate tax liability. You should always consult with a qualified tax professional before undertaking this strategy to ensure compliance and proper execution.

On today's episode of The American Land Man Podcast, we are back in the studio with Jeff Fern. We discuss:Jeff recently closed two properties, showcasing his growing success in real estate.A standout property featured 83 acres with diverse features, including hunting amenities.The importance of 1031 exchanges for tax benefits in real estate transactions was discussed.Building relationships with buyers and sellers can lead to smoother transactions.Negotiating commissions can be tricky; value must be demonstrated to justify rates.The podcast emphasizes the significance of quality representation in real estate.Small hunting properties can be valuable investments for outdoor enthusiasts.The hosts share personal experiences and lessons learned from recent transactions.The conversation highlights the potential for land appreciation and investment opportunities.And So Much More!Connect:-https://bit.ly/NeilHaugerWhitetailProperties-https://bit.ly/NeilHaugerFacebook-https://bit.ly/NeilHaugerYouTube-https://bit.ly/NeilHaugerInstagram

Check the episode transcript hereABOUT DUGAN KELLEYDugan P. Kelley co-founded Kelley Clarke, PC, to provide big-firm expertise locally. The firm operates nationally and specializes in securities and real estate. Mr. Kelley, who chairs the firm's related practice groups, has facilitated real estate transactions over $2 billion. His experience spans 20 years in trial and litigation. Additionally, he served as an adjunct law professor and has been recognized as a “Super Lawyer Rising Star.” Mr. Kelley is also a best-selling author and active in non-profit work, including efforts against human trafficking. He lives with his wife, Michelle, and their three sons, participating actively in their church and community.  THIS TOPIC IN A NUTSHELL: Dugan's Journey to Real EstateUnderstanding 1031 ExchangesDrop & Swap ExplainedTenant in Common (TIC) structures Qualified Intermediaries & Safe HarborIntegrating TICs into SyndicationsSeasoning Requirements & Best PracticesHandling Investor Exits & Boot Fees and Sponsor CompensationEntity Structures & Disregarded EntitiesTransfers, Conveyance & Operating AccountsFinal Takeaways from Dugan   KEY QUOTE: “Remember: a 1031 exchange is a tax deferral, not a tax waiver.”  ABOUT THE WESTSIDE INVESTORS NETWORK   The Westside Investors Network is your community for investing knowledge for growth. For real estate professionals by real estate professionals. This show is focused on the next step in your career... investing, for those starting with nothing to multifamily syndication.     The Westside Investors Network strives to bring knowledge and education to real estate professionals that is seeking to gain more freedom in their life. The host AJ and Chris Shepard, are committed to sharing the wealth of knowledge that they have gained throughout the years to allow others the opportunity to learn and grow in their investing. They own Uptown Properties, a successful Property Management, and Brokerage Company. If you are interested in Property Management in the Portland Metro or Bend Metro Areas, please visit www.uptownpm.com. If you are interested in investing in multifamily syndication, please visit www.uptownsyndication.com.    #1031Exchange #RealEstateSyndication #RealEstateInvesting #CREInvestor #TaxDeferral #CommercialRealEstate #InvestmentStrategy #WealthBuilding #PassiveIncome #FinancialFreedom #TaxStrategy #RealEstatePortfolio #MultifamilyInvesting #AssetProtection #WealthStrategy #SmartInvesting #LongTermWealth #BuildWealth #CashFlowRealEstate #RealEstateEducation #RecessionProof #EconomicResilience #InvestorEducation #GenerationalWealth #RealEstateTaxBenefits #RealEstateInvestorTips #CapitalGainsTax #InvestorMindset #SyndicationStrategy #EntrepreneurMindset CONNECT WITH DUGAN:Website: https://kelleyclarkelaw.comLinkedIn: https://www.linkedin.com/company/kelleyclarkelaw/ IG: https://www.instagram.com/kelleyclarkelaw FB: https://www.facebook.com/kelleyclarkelaw YT: https://www.youtube.com/@KelleyClarkeLaw   CONNECT WITH US   For more information about investing with AJ and Chris:  ·    Uptown Syndication | https://www.uptownsyndication.com/  ·    LinkedIn | https://www.linkedin.com/company/71673294/admin/   For information on Portland Property Management:  ·    Uptown Properties | http://www.uptownpm.com  ·    Youtube | @UptownProperties     Westside Investors Network  ·    Website | https://www.westsideinvestorsnetwork.com/  ·    Twitter | https://twitter.com/WIN_pdx  ·    Instagram | @westsideinvestorsnetwork  ·    LinkedIn | https://www.linkedin.com/groups/13949165/  ·    Facebook | @WestsideInvestorsNetwork  ·    Tiktok| @WestsideInvestorsNetwork  ·    Youtube | @WestsideInvestorsNetwork  

Send us a textCaleb David shares his unique journey from nonprofit humanitarian work to commercial real estate, revealing how his people-first approach has shaped his success despite market challenges. His background in international aid work provides a refreshing perspective on property transactions, emphasizing relationship-building, authenticity, and community service over quick profits.• Half East Indian, half American background with significant childhood time in India• Led nonprofit Table Initiative taking people overseas to understand social issues firsthand• Made nearly 30 trips to Ethiopia working with anti-trafficking organizations• Transitioned to commercial real estate after nonprofit burnout about 11 years ago• Focuses on education and setting small businesses up for long-term success• Starts with understanding client goals before working backward to find solutions• Emphasizes the importance of broker-client moral alignment and ethical practices• Advocates for supporting minority businesses, particularly in the Hispanic community• Currently building a team at Keller Williams Commercial in Colorado Springs• Values authenticity as his guiding principle in business and personal lifeFollow Caleb on Instagram and Facebook @CalebDavid or visit davidcommercial.com. Check out his podcast "Commercial Real Estate Unfiltered" on all major platforms. Support the showThanks again for listening. Don't forget to subscribe, share, and leave a FIVE-STAR review.Head to Dwanderful right now to claim your free real estate investing kit. And follow:http://www.Dwanderful.comhttp://www.facebook.com/Dwanderfulhttp://www.Instagram.com/Dwanderful http://www.youtube.com/DwanderfulRealEstateInvestingChannelMake it a Dwanderful Day!

Welcome back to The Cashflow Project! In this episode, host Steve Fierros chats with Jon Hilley, co-founder of 1031 Specialists, a tech-driven platform transforming the world of 1031 exchanges. Jon shares his path from Goldman Sachs analyst to real estate innovator, explaining how technology and top-tier service have helped his firm become a leader in this niche market. He breaks down how 1031 exchanges can help investors preserve capital, defer taxes, and scale faster, while clearing up common misconceptions about the process. Whether you're a seasoned investor or just starting, you'll learn how to leverage compounding gains and smart reinvestment strategies to accelerate your wealth-building journey. Tune in to uncover how innovation, mindset, and the right strategy can help you keep more of your profits and grow your real estate portfolio. [00:00] "1031 Expertise & Background" [04:46] "Blue Ocean Industry Leadership" [08:16] "Building Through Market Challenges" [10:29] Marketplace Opportunities for Investors [14:40] "Tech for Better Client Service" [17:02] "Leveraging AI for Client Service" [22:28] Breaking Investment Barriers Beyond Hawaii [26:15] "Investing Opportunities in Hawaii" [27:54] "Soft Market, Contingent Offers" [33:15] "Practical Tools for Financial Freedom" [35:32] Innovative 1031 Exchange Strategies [36:45] "Investing Info & Networking Resources" Connect with Jon Hilley! Website LinkedIn C5Summit Connect with The Cashflow Project! Website LinkedIn YouTube Facebook Instagram

Welcome to the land podcast, a platform for people looking to educate themselves in the world of land ownership, land investing, staying up to date with current land trends in the Midwest, and hearing from industry experts and professionals. On today's episode, we are back in the studio with Jared Van Hees of The Habitat Podcast. We discuss: Jared shares his land real estate journey and experiences since his last podcast appearance. He bought a 15-acre piece, sold it, and then acquired a 70-acre conservation easement property. The importance of learning from past transactions, especially with 1031 exchanges. Jared discusses the challenges of finding new land in a competitive market. He emphasizes the value of good communication with conservation easement authorities. Habitat improvement projects are crucial for enhancing deer populations and land value. The impact of logging on land management and the importance of sunlight for growth. Jared reflects on the differences in deer behavior between Michigan and out-of-state hunting. He highlights the significance of hands-on experience in land ownership and management. Future plans include more habitat work and improving the land for better wildlife management. And so much more! ⁠⁠⁠⁠⁠⁠Get Pre-Approved to Purchase a farm with Buck Land Funding ⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.whitetailmasteracademy.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Use code '⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠HOFER' to save 10% off at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠www.theprairiefarm.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Massive potential tax savings: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ASMLABS.Net⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ -Moultrie: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://bit.ly/moultrie_⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ -Hawke Optics: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://bit.ly/hawkeoptics_⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ -OnX: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://bit.ly/onX_Hunt⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ -Painted Arrow: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://bit.ly/PaintedArrow

In this episode of the Investor Fuel podcast, host Michelle Kesil speaks with Scott Saunders, an expert in 1031 exchanges and tax strategies for real estate investing. Scott shares insights on how to keep more money, store it effectively, and deploy it into passive income through real estate. He emphasizes the importance of community support in achieving financial freedom and discusses strategies for optimizing real estate portfolios and understanding tax benefits. Listeners are encouraged to engage with resources and communities that can help them on their journey to financial independence.   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 of the Investor Fuel podcast, host Michelle Kesil interviews Joe Livesay, a seasoned investor with a diverse portfolio including self-storage and industrial properties. Joe shares insights on his journey in real estate, emphasizing the importance of education, mentorship, and making informed investment decisions. He discusses his current focus on self-storage investments, the significance of long-term financing, and the value of building a strong network. Joe also offers practical advice for new investors, highlighting the need for strategic planning and understanding market dynamics.   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   —--------------------

Many Real Estate Investors built their businesses from the ground up. Their hard work has brought them success, but also a lot of tiredness. And some want to retire. Others just want to be more hands-off. But how does this happen while making sure you still maintain the profit you desire?Ben Carmona of Perch Wealth shares ways for Real Estate and other investors to Increase Passive Income. There are ways that you can make more profit as a successful investor with less hassle that wears you out. Forget the midnight calls from tenants complaining about a furnace going out, or a water-pipe bursting, or any other myriad of problems you don't want to deal with.Ben's team at Perch Wealth specializes in 1031 Exchanges & DSTs to help strategically and safely invest your money for satisfying returns. They offer various financial advice and provide solutions for real estate investors who are ready to take the next step in life, so they can slow down and relax more.BEN'S WEBSITE: https://perchwealth.com/BEN'S PHONE: 818-269-4972

In this episode, Pedro Pereira interviews Cory Carlson, the owner of Constant Commercial Real Estate, who discusses his unique hybrid brokerage model that serves both residential and commercial clients. Cory emphasizes the importance of relationships and communication in navigating the volatile real estate market, particularly for smaller investors. He shares insights on overcoming challenges in real estate transactions, including 1031 exchanges, and outlines his future goals for scaling the business while maintaining a focus on client trust and quality service.   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   —--------------------

This month's Portfolio of the Month isn't just about property selection, it's about tax deferment and leverage.JWB Co-Founder Gregg Cohen and host Pablo Gonzalez break down how property selection goes when you use a 1031 Exchange.You'll see:- Why you need an easy way to pick properties to meet the 45-day and 180-day rules - How “like-kind” requirements shape your next purchase- What type of mistakes can cost you hundreds of thousands of dollars in a 1031 exchange If you own an investment property, this episode will show you how to multiply your returns without multiplying your tax bill in one easy to understand case study.Listen NOW!Chapters:00:00 Introduction to 1031 Exchange01:24 Meet the Hosts: Pablo Gonzalez and Gregg Cohen01:43 Understanding the Importance of 1031 Exchange03:21 How 1031 Exchange Works05:41 Real-Life Example: California Property06:44 Maximizing Tax Savings with 1031 Exchange09:14 Interactive Q&A: Alex Diaz's Scenario11:07 JWB's Portfolio Generator Explained15:34 Selecting Properties for 1031 Exchange16:08 Key Players and Timelines in 1031 Exchange20:40 Financial Engineering: Optimizing Your Investment25:13 Interest Rates and Down Payments29:48 Investment Down Payment Strategy30:13 Maximizing Tax Savings30:50 Adjusting Down Payments for Optimal Returns33:14 Exploring Additional Property Investments36:08 Handling Unexpected Scenarios40:04 Q&A Session42:46 Community Engagement and Future PlansStay connected to us! 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  

AI tools when used tactically can help you enhance decision-making, uncover insights faster, and amplify your capabilities.  In this episode Jon Hilley, cofounder of 1031Specialists.com, explains how specialized AI tools can guide you through the 1031 exchange process. Their AI search engine will not only answer any questions you may have about the 1031 Exchange process, but will allow you to print or save a PDF of the answers it generates.   To get started with an exchange or to see if your property qualifies 1031Specialists.com has a 10 step process that is fast, friendly, and simple.  This powerful tool can help real estate investors defer capital gains taxes when they sell an investment property and reinvest the proceeds into a "like-kind" property. Simply put AI is a cheat code to building wealth. The 1031 exchange process is not just for deferring federal taxes – state taxes, investment income taxes, alternative minimum taxes, and depreciation recapture taxes may also be deferred. It's like an interest-free loan from the US Government – one that may never require repayment.   Additionally, they have domain expertise in every single state. their U.S.-based team is available around the clock to answer or clarify any questions. Bottom line is their process is fast, friendly, and simple. You choose which properties to buy and sell—1031 Specialists handle the rest. 

In this episode of the Real Estate Pros podcast, host Kristen Knapp interviews Lon Welsh, a seasoned real estate entrepreneur and CEO of Iron Town Capital. They discuss Lon's extensive background in real estate, his transition from active to passive investing, and the unique approach of Iron Town Capital in helping busy professionals invest in real estate. Lon shares insights on risk management, market opportunities, and the importance of diversification in investment portfolios. He also reflects on his experiences selling two companies and offers valuable mindset tips for entrepreneurs. The conversation concludes with a look at Lon's upcoming book on 1031 exchanges and how new tax laws impact real estate strategies. 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   —--------------------

What's a 1031 exchange and how can you use it to make money in real estate? In this episode of Retail Retold, Chris Ressa sits down with 1031 exchange expert David Foster to demystify one of real estate's most powerful wealth-building tools. David, a seasoned Qualified Intermediary (QI), breaks down how 1031 exchanges allow investors to legally defer capital gains taxes when selling and reinvesting in real estate. From common pitfalls (don't call after the sale!) to best practices and market trends, David shares insider knowledge gleaned from decades of experience and thousands of transactions.Takeaways:A 1031 exchange allows investors to defer taxes on profits from real estate sales.Qualified intermediaries (QIs) are essential for facilitating 1031 exchanges.Documentation and compliance with IRS regulations are critical in 1031 exchanges.The best time to involve a QI is when a property is under contract for sale.Costs for QIs are generally reasonable and vary by location.Market conditions can significantly impact the effectiveness of 1031 exchanges.Investors should be aware of depreciation and its impact on taxable gains.The 1031 exchange has historical roots in supporting agricultural growth.Strategic asset selection is key to successful 1031 exchanges.Over-leveraging can lead to challenges in executing a 1031 exchange.Chapters00:00 Introduction to 1031 Exchanges04:57 Understanding the Role of a Qualified Intermediary09:32 The Process of a 1031 Exchange14:42 Cost and Value of 1031 Exchanges19:14 Market Trends and 1031 Exchanges24:19 Challenges and Lessons from 1031 Exchanges27:02 Fun Questions and Conclusion

Click HERE to learn how to earn $10K/month in rental income & access 50% discount on RTR Academyhttps://landing.renttoretirement.com/evg-masterclass-replayThis episode is sponsored by…NCH:Set up an LLC to protect your investments! – ⁠https://nchinc.com/rtr⁠BLUPRINT HOME LOANS:Get pre-approved with one of RTR's preferred lenders at https://bluprinthomeloans.com/renttoretirement/ FIGURE:Access your home equity in minutes—no refinance needed! https://go.figure.com/renttoretirementIGNITE FUNDING:Earn 10%-12% fixed annual returns backed by real property, without the hassle of owning and managing rentals.https://lp.ignitefunding.com/2025/5mis-rtr/signup/?sl=rtr&utm_source=rtr&utm_medium=podcast&utm_content=podcast_1Is it really possible to defer capital gains taxes and continue building your real estate portfolio tax-free?In this episode, Adam Schroeder sits down with Aristotle from Excel 1031 to explore the ins and outs of 1031 exchanges. They cover everything from the basic structure and timeline to advanced strategies like using a Delaware Statutory Trust (DST) when your original plans fall through. Whether you're new to 1031 exchanges or looking to refine your tax strategy, this episode has everything you need to know to navigate the process with confidence.Plus, find out when a 1031 doesn't make sense and the key mistakes that cause investors to fail the exchange.⏱️ Timestamps:00:00 – Intro to Aristotle & Excel 103101:00 – What is a 1031 exchange?03:00 – Rules for full capital gains deferral07:10 – 3-property rule vs. 200% rule vs. 95% rule11:10 – What happens if a property falls through?13:35 – Timeline: 45-day identification & 180-day close15:45 – Using DSTs (Delaware Statutory Trusts) as backup18:47 – How long do you need to hold the new property?21:00 – When a 1031 exchange might not make sense23:40 – Common pitfalls that cause exchanges to fail27:42 – Updates to 1031 exchange laws & regulations30:00 – Title issues & co-ownership complications32:00 – When to start working with a qualified intermediary35:00 – Final thoughts & how to get in touch with Aristotle