Podcasts about 1031 exchange

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   —--------------------

...will bring increased activity to the real estate market Home buyers and sellers create artificial deadlines every year New Years - Elections - Tax Season - End of School Year The "wait and see crowd" typically activate themselves the weeks before and after the April 15 tax season finish line its the time of year where most people have their greatest clarity of their financial picture and with this increased activity comes opportunity new homes will hit the market with greater frequency short term rentals may be sold or converted to long term rentals investors will adjust their portfolio holdings families will move to different school districts new "empty nesters" will downsize the recently retired will be making their relocation plans today's show provides and a road map to succeed and some tax strategies     

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

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  

 You own or want to own INCOME PRODUCING real estate? Do you know how to DEFER CAPITAL GAIN TAX when you're ready to sell?  Interestingly enough, lots or land may qualify.  You'll be surprised on how you just might qualify for a tax deferral.  Listen-In with our guest, an experienced qualified intermediary providing the many good-to-know variables that are mysterious and unknown.  Listen to the full series: Mastering 1031 Exchange – for qualifying properties and the important steps that are timely to succeed! Milissa Ormiston-Hall, A Qualified IPES Intermediary [QI]  Investment Property Exchange Services, INC   503-367-6701. Milissa.Ormiston@ipx1031.com Ep 87 - Mastering 1031 Exchange - For Real Estate Investors Ep 91 - Mastering 1031 Exchange • Short-Term Rental • Duplex Strategies Ep 90 - Mastering 1031 Exchange - Exit Strategies Ep 93 - Mastering 1031 Exchange • The Reverse Exchange Ep 95 - Mastering 1031 Exchange • Vacant Land • Farm Strategies Coming soon: Help Save 1031 Exchange • Income Producing Property FOLLOW this show to be informed of new episodes! Track your home's value and discover ways to leverage your equity.  Check out your complimentary Home Digest   My clients love it!  Check out your complimentary Market Explorer – Watch neighborhoods you are interested in potentially investing in property.  Completely free of charge with no obligation! Tap the Category that resonates with your life today Home Improvement  Maximize investment, Smart maintenance to-do's Buying To Invest  What to look for, Property Search, Get Pre-Approved! Selling Property  Home or Land, Senior adults downsizing, Value Report Homeowners Best Moves  Bonus episodes about Financial Planning, Market Updates, Trailers about the show and interviews with Real Estate Brokers. Support us by sharing this Podcast with your network of friends & family ~ We appreciate and value your comments to bring you information that resonates with you... and help us keep this Podcast alive! Facebook Homeowners Best Real Estate Moves Listen on your computer Podcast.JudyCasad.com Send me your feedback questions and topic suggestions. Who knows? You just might be a guest on our next show! We do not receive any compensation for mentioning or endorsing product or services discussed in the episode. My Brokerage compensation comes to me upon the closing of a sale. By using the Promo Code OWNHOME to start your own show, I do receive a small kick-back and you receive up to 2 months free service with Libsyn. I value your support and your feedback to keep this show continuing to bring You, a wealth of information!    

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

Welcome back to the Real Estate Investing School Podcast! In this Real Deal episode, host Brody Fausett engages in a detailed conversation with friend, business partner, and real estate investor, Mike Neubauer. The episode focuses on a property in Maui that came to Mike's attention through networking. It was an estate sale with unique circumstances involving the owners. Mike details the process of how the deal found him and the subsequent steps in evaluating, purchasing, and transforming the property into a short-term rental condo. The duo dives into the specifics of the deal, emphasizing the importance of learning from others' experiences in real estate. Neubauer details the property's purchase price of $450,000, a $40,000 investment in renovations, and the subsequent rental strategy, averaging $200 per night. The property's success in short-term rentals led to a year of positive cash flow of over $36,000. As the conversation unfolds, Neubauer reveals that after a year of ownership, they decided to sell the property for $650,000, showcasing a significant profit. The proceeds from the sale were then utilized in a 1031 exchange, transitioning into a new venture – partnering with Brody. Neubauer highlights the importance of having a clear investment strategy, mentioning their focus on smaller, manageable properties that catered specifically to their target market. Throughout the episode, Neubauer's insights emphasize the value of networking, targeted property selection, and adapting investment strategies to align with market trends and personal preferences. The conversation provides listeners with practical lessons and a glimpse into the diverse opportunities within the real estate landscape. Having a hard time finding deals in today's market? If so, 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 Joe's Instagram Mike's Instagram

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!

Enjoy this conversation with Ben Kogut, of Rooster Equity. Ben is focused on single tenant net lease properties in the retail, medical, and industrial space. He focuses on value add strategies by extending leases, capitalizing on rent bumps, and taking advantage of other value add strateiges to increase values. Connect with Ben:https://roosterequity.com/https://www.linkedin.com/in/benkogut/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.

Episode Title: From Hockey Glory to 1031 Stories: The Net Lease PlaybookEpisode Overview: In this episode, BJ and Isaiah tackle two seemingly unrelated topics—hockey memories and real estate—but bring them together in their signature style. The conversation ranges from reminiscing about seventh-grade choir trips and boarding school hockey days to a deep dive into the current state of 1031 exchanges and the net lease market. BJ and Isaiah use their industry insights to break down the basics of 1031 exchanges, analyze recent market data, and discuss how this niche part of real estate impacts everyone from individual investors to large institutions.Highlights:Seventh Grade Choir & Cherry Hill Trips:Isaiah kicks off with a humorous story from his childhood choir days, sharing a trip to Cherry Hill and the adventures that came with it. This sets a relaxed, relatable tone before diving into real estate insights.Hockey Banter and Boarding School Memories:The hosts swap stories about hockey culture, including BJ's kids' budding passion for hockey and Isaiah's memories of East Coast prep school. They touch on the significance of hockey in their lives and even suggest a hockey-themed episode someday!1031 Exchanges Explained:BJ breaks down 1031 exchanges, covering how this tax-deferral tool enables real estate investors to defer capital gains when they reinvest in “like-kind” properties. This section is great for listeners unfamiliar with 1031 exchanges or those wanting a refresher on its role in wealth building.Real Estate Data Debate:The hosts discuss the challenges in tracking accurate 1031 data. Referencing sources like CoStar, BJ and Isaiah critique the accuracy of self-reported data and highlight how real estate trends aren't always as they appear on paper. They also share their approach at Northmarq for analyzing transaction volume and 1031 trends.Interest Rates and Market Dynamics:With rising interest rates, the hosts discuss the impact on 1031 transaction volumes and cap rates. They share insights on how institutions are benefiting from current market conditions as private investors become more cautious.Looking Ahead: New Podcast Studio and Video Format:BJ and Isaiah wrap up the episode with excitement about their new office space, featuring a dedicated podcast studio and plans to incorporate video into future episodes. The new setup promises visual aids like whiteboards for deeper dives into data and analysis.Key Takeaways:1031 Exchanges Are Declining: Rising interest rates have reduced transaction volumes in the 1031 market, impacting private investors but creating new opportunities for institutional players.Tracking 1031 Data Is Tricky: Reliable data on 1031 transactions is challenging to find, making it essential for investors to question sources and take self-reported data with a grain of salt.Net Lease Properties as a Strategic Hold: For investors in 1031 exchanges, net lease properties offer a flexible option, acting as a “holding vehicle” with strong liquidity, making it easier to defer taxes while seeking new investment opportunities.Institutional Wins: With fewer 1031 buyers in the market, institutions face less competition, positioning them to acquire assets at attractive rates.Quotes of the Episode:“This episode might be about real estate, but the hockey talk might steal the show!” — BJ“Net lease is the only real estate asset you can underwrite in a night with confidence. That's why it's the go-to for 1031.” — Isaiah“We live in a world of made-up stats. Numbers lie and figures lie. It's all mumbo jumbo.” — IsaiahDon't Miss: The playful banter on Cherry Hill trips and hockey practice, the thoughtful analysis on real estate's biggest trends, and the teaser about the new studio setup for future episodes!Call to Action:If you enjoyed this episode, don't forget to subscribe, share, and leave a review! Follow us for more updates and industry insights on net lease, 1031 exchanges, and everything in between. Join us next week for more #NetTakeaways.

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   ——  

Another exciting episode as we have Greg Schowe with Asset Preservation Inc, in the studio discussing the Top 10 Reasons to use a 1031 Exchange.  Greg has a great list of the most important reasons their company engages with buyers and sellers in the tax deferred space and shares his insight on our show.  Guaranteed to provide GREAT information if you sell investment property.   ASSET PRESERVATION

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   ----  

In this episode of the Know Your Why Podcast, Dr. Jason Balara sits down with Ken Gee, founder of KRI Partners, to explore his journey into real estate and the strategies that have fueled his success. Ken shares how he began by investing in small multifamily properties in Cleveland, focusing on properties that could be operated like a business. His introduction to value-add investing came when he upgraded a property and significantly increased rents, demonstrating the power of this approach. Key Highlights: - Start Small, Think Big: Begin with small multifamily properties that can be operated like a business, focusing on efficiency and growth. - Value-Add Investing: Value-add strategies are essential for increasing cash flow and property value by making strategic improvements. - Debt Management: Manage debt carefully, avoid over-leveraging, and maintain discipline through various market cycles. - Self-Management vs. Third-Party Management: Self-managing properties can lead to better control and results, but it requires hands-on involvement. Third-party management comes with its own set of challenges. - Vertical Integration: Having a vertically integrated operation allows for direct communication with on-site staff, providing a clearer view of property performance and better problem-solving. - Neighborhood Insights: A deep understanding of the neighborhoods where properties are located is crucial for making informed decisions and ensuring long-term success. - Ken's Why: Ken's 'why' has evolved from prioritizing family to a broader goal of helping others succeed in real estate, offering both passive and active investment opportunities through KRI Partners. This episode provides a wealth of knowledge for anyone interested in real estate investing, especially those looking to learn more about value-add strategies, debt management, and the benefits of vertical integration. Ken Gee's extensive experience and his dedication to helping others make this a must-listen for both aspiring and seasoned real estate investors. Tune in to learn actionable insights and discover how to get involved in real estate through both passive and active opportunities. Get in touch with Ken: LinkedIn:  https://www.linkedin.com/in/geekennetha/ Facebook: https://www.facebook.com/people/Ken-Gee-KRI/100086519510719/ YouTube: https://www.youtube.com/@KenGee_KRI Instagram: https://www.instagram.com/kengee_KRI/ Twitter: https://twitter.com/i/flow/login?redirect_after_login=%2Fkengee_kri TikTok: https://www.tiktok.com/@ken_gee_kri?lang=en If you want to know more about Dr. Jason Balara and the Know your Why Podcast: ⁠⁠https://linktr.ee/jasonbalara⁠⁠   Audio Track: Back To The Wood by Audionautix is licensed under a Creative Commons Attribution 4.0 license.⁠⁠ https://creativecommons.org/licenses/⁠⁠ Artist:⁠⁠ http://audionautix.com/

You've heard us tslk 1031 exchanges in previous episodes, but today we are diving deep and discussing everything you need to know about this investing tool. --To learn more about our full-service turnkey operations, check us out online at www.spartaninvest.comConnect with Spartan!Facebook: @spartaninvestInstagram: @spartaninvestTwitter: @spartaninvestConnect with Lindsay!Facebook: @spartanlindsaydavis

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.

In this episode of Tax Tuesday with Anderson Advisors attorneys Eliot Thomas, Esq., and Amanda Wynalda, Esq., we dive into essential real estate investment strategies and tax implications for property owners. Discover why selling a rental property to your LLC is considered a prohibited transaction and learn how to protect capital gains from your primary residence using the 121 exclusion. We discuss the limitations of 1031 exchanges for properties flipped within a year and outline how to determine a reasonable salary from your S-Corp while considering payroll taxes. Additionally, we clarify the requirements for maintaining real estate professional status, the treatment of capital gains within an S-Corp, and the nuances of deductions for short-term rentals. Tune in for valuable insights to optimize your investments! Submit your tax question to taxtuesday@andersonadvisors.com Highlights/Topics: I just purchased a property through a self-directed IRA and LLC. I own a rental property. Will I be able to sell the rental property to my LLC? - No, you cannot personally benefit, this is a prohibited transaction. How can I protect the capital gains from selling my primary residence after adjusting the cost basis? And after taking the 121 exclusion and utilizing that money for investment purposes. - If the home was used as a personal residence for two of the last five years, you might be able to take some money off - it's 250,000 if you're single, 500,000 married filing joint. Can I use the 1031 exchange when flipping properties under one year of ownership? - The IRS looks at the property as “inventory.” So although it is being used in a ‘trade or business' you can't use the 1031. How do you determine the right pay for yourself? Is it worth the taxes you pay into Medicare and Social Security? So far, we've paid $30,000 in payroll taxes. Will that go towards our tax bill at the end of the year? - You have a ‘reasonable salary requirement' from an S-Corp. It ranges from 38% to 60%. What minimum must you do to maintain your real estate professional status and not be considered a dealer if you intend to flip a house? - REP status is when you spend 50% of your personal services time and at least 750 hours in your real estate trade or business. What happens with the capital gain from stocks or from the sale of a rental property when inside of an S-Corp? - It is not ‘ordinary income'- the building is under “separately stated”. What is the list of deductions with a STR that's a short-term rental for those of you in the know in the REI, as passive income when material participation is not met compared to a list of deductions when material participation is met? - There is no difference between passive and non-passive deductions. Google IRS PDF Schedule E. If I volunteer my work or time at a nonprofit, is this tax-deductible? - the short answer is no, but you can deduct things like mileage I have a W-2 and 1099 income. Bought a house to flip. How can I best take advantage of this financially to save on tax? - you may be able to run certain deductions against your income. How does rental property via an LLC affect personal taxes? - we get this question all the time recently. Set up in a disregarded LLC, no impact at all on your personal taxes. Resources: Schedule Your FREE Consultation https://andersonadvisors.com/ss/ Tax and Asset Protection Events https://andersonadvisors.com/live-tax-and-asset-protection-workshops/ Anderson Advisors https://andersonadvisors.com/  

Today Clint Coons, Esq., speaks with Aaron Kancevicius, the Lead 1031 Advisor/Director of Lending at Plenti Financial. Aaron takes us through the ins and outs of navigating the IRS' 1031 exchange guidelines for investment properties. Aaron and Clint discuss the essentials of setting up a 1031 exchange, the importance of consulting with a CPA, and the necessity of a qualified intermediary. Aaron clarifies the complexities of depreciation, depreciation recapture, and the "like-kind" property rule. He outlines the critical timelines, including the 45-day identification and 180-day closing periods, offering tips for effective portfolio diversification. Additionally, you'll hear advanced strategies like standard and reverse exchanges and transitioning properties to personal residences, making this episode invaluable for serious real estate investors. Aaron Kancevicius is from Plenti Financial, a leading 1031 exchange consulting firm in Southern California with over 20 years of experience in real estate finance. Aaron has helped countless real estate investors evaluate deals from as little as $100K to over $100 million. Highlights/Topics: Clint's introduction of guest Aaron Kancevicius How you can arrange for a 1031 exchange When in the process do you need to apply for a 1031? Debt, loans, timing Parameters for avoiding capital gains taxes Are there complications with cost segs on properties? Complexities of the “Like/Kind” IRS regulation Diversifying with a 1031, limitations Working with contractors on improvements Related party transactions Cash-out refi's Considering exchanges from US to International Drop-n-Swaps, reverse exchanges, selling multiple properties, combo exchanges Can you use a 1031 to purchase a primary residence vs. an investment properties? Other uncommon situations, mistakes Aaron has witnessed Closing comments - contact an expert before you embark on a 1031 exchange Resources: Plenti Financial https://www.startmyexchange.com/anderson Schedule Your FREE Consultation https://andersonadvisors.com/strategy-session/?utm_source=1031-exchange-for-real-estate-Investors-HUGE-TAX-SAVINGS&utm_medium=podcast Tax and Asset Protection Events https://andersonadvisors.com/live-tax-and-asset-protection-workshops/ Anderson Advisors https://andersonadvisors.com/ Anderson Advisors Podcast https://andersonadvisors.com/podcast/ Clint Coons YouTube https://www.youtube.com/channel/UC5GX-U6VbvMkhSM1ONBiW8w