Podcasts about 1031 exchange

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.

In this episode, host Dani sits down with 1031 exchange expert Bill Aster, CEO of Exiter 1031 Exchange Services and Exiter Trust Company, to unpack one of the most misunderstood areas of U.S. real estate investing: how foreign investors can successfully complete a 1031 exchange while navigating FIRPTA withholding rules.Bill explains the essential foundations of a 1031 exchange — from qualified use and like-kind requirements to reinvesting the full net sale price and keeping the same taxpayer on both sides of the transaction. From there, the conversation dives into the unique challenges facing foreign investors under FIRPTA, which typically requires 15% withholding of the gross sale price and can significantly limit available reinvestment funds.Listeners will learn practical strategies to work around FIRPTA hurdles, including applying for an IRS Certificate of Exemption, self-funding the withholding at closing, and structuring ownership through certain U.S. entities to avoid withholding altogether. Bill also stresses the importance of working with professionals experienced in FIRPTA and international tax rules, given the complexity and tight timelines involved.Whether you're a foreign investor buying U.S. property or an advisor working with global clients, this episode delivers clear guidance to help you plan, structure, and execute a fully tax-deferred 1031 exchange.

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   —--------------------

Save huge money when you sell investment real estate by talking to the experts about a 1031 Exchange. But do it BEFORE you sell any investment real estate. You will be amazed with the benefits and the amount of money you can keep in your pocket. Tell your investor friends too. 1031Specialists.com Sageintl.com

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  

In this episode, we dive into the fundamentals of the 1031 exchange, one of the most powerful tools real estate investors use to defer capital gains taxes and grow their portfolios. Whether you're new to real estate or exploring advanced tax strategies, understanding the 1031 exchange can unlock long-term financial benefits.We'll break down:What a 1031 exchange is and how it worksWho qualifies and what properties are eligibleCommon pitfalls and how to avoid themLearn how savvy investors use this strategy to sell investment properties and reinvest without paying capital gains taxes upfront.Perfect for beginner and intermediate real estate investors, tax-conscious entrepreneurs, and anyone looking to build generational wealth through real estate.Dave Foster1031exchange.comMy Men Richard/Richard Lesperance⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠richard.lesperance@gmail.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://linkedin.com/in/richardlesperance⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.youtube.com/@mymenrichard

Looking to master the DST and make the right choice in your 1031 exchange? This guide breaks down exactly how to select the best Delaware statutory trust for your needs, avoid common mistakes, and follow key 1031 exchange rules while getting the most out of your investment.In this episode, we'll walk you through everything from 1031 exchange strategies to understanding accredited investor requirements, plus how the qualified intermediary 1031 process works and why it matters. Whether you're comparing Delaware statutory trust 1031 options or evaluating Delaware statutory trust pros and cons, you'll get the insights you need to choose confidently.✅ What a DST is and why it works for certain investors✅ How to match the right Delaware statutory trust to your 1031 exchange goals✅ The role of a qualified intermediary 1031 in avoiding tax pitfalls✅ 1031 exchange strategies to maximize tax deferral✅ Key 1031 exchange rules every investor must know✅ Accredited investor requirements and how they affect DST eligibility✅ Understanding Delaware statutory trust pros and cons before you investIf you want to make the smartest move for your next 1031 exchange, this episode is your starting point.

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. 

Todd Rooker takes you through the details of how you can utilize your investment properties to put your taxes into a better position, and how to move from one investment to another without penalty, (and what to watch out for!)See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

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 Academyhttp://bit.ly/44RFQ2OThis 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

Send us a textEpisode Resources:Website: www.perchwealth.comCellphone Number: 818-269-4972Clark St Digital helps you grow your real estate company with:Amazing Overseas Talent who cost 80% less than their US equivalentsDone-For-You subscription servicesDone-For-You project servicesGo to ClarkStDigital.com to schedule your free strategy meeting. Additional Resources: Clark St Capital: https://www.clarkst.com Clark St Digital: https://www.clarkstdigital.com Keyholders Collective: https://www.keyholderscollective.com Podcast: https://bit.ly/3LzZdDx Find Us On Social Media: YouTube: https://www.youtube.com/@clarkstcapital LinkedIn: https://www.linkedin.com/company/clark-st-capital Twitter: https://twitter.com/clarkstcapital1 Facebook: https://www.facebook.com/ClarkStCapital Instagram: https://www.instagram.com/clarkstcapital

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

In this conversation, Dylan Silver interviews Raymond Johnson, a Texas attorney and real estate investor, about Delaware Statutory Trusts (DSTs). Ray explains the concept of DSTs, their advantages in real estate investment, including tax deferral and passive income, and how they can simplify estate planning. He also discusses the risks and considerations associated with investing in DSTs, emphasizing their conservative nature compared to other investment vehicles. 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 comprehensive Tax Tuesday episode, Anderson attorneys Amanda Wynalda, Esq., and Eliot Thomas, Esq., tackle complex tax strategies focusing heavily on 1031 exchanges and business deductions. They explain why fix-and-flip properties cannot use 1031 exchanges since they're considered inventory rather than investments, and suggest using C-corps or S-corps for tax savings instead. The attorneys dive deep into 1031 exchange mechanics, covering depreciation carryover basis, cost segregation complications, and state clawback rules in California, Oregon, Montana, and Massachusetts. In other topics, they discuss the heavy SUV deduction for vehicles over 6,000 pounds, explaining how to maximize depreciation through Section 179, bonus depreciation, and MACRS while requiring material participation. Other tips include strategic use of management C-corps for rental property mileage deductions through accountable plans, qualifying for 0% capital gains rates, handling Ponzi scheme losses through IRS safe harbor provisions, tax implications of timeshare deed-in-lieu transactions, and expatriation exit taxes for high-net-worth individuals renouncing US citizenship. Submit your tax question to taxtuesday@andersonadvisors.com   Highlights/Topics: "I own an LLC that I use to purchase a single-family house to fix and flip. Can I use a 1031 exchange to save on taxes while I look for my next property?" - No, fix-and-flip properties are inventory, not qualifying investments. "I have five years left of depreciation on rental property. I was looking into a 1031 exchange but didn't realize that the depreciation schedule remains. Can I do a 1031 to defer some capital gains but no longer depreciate and/or buy another property and get new depreciation schedule for that one?" - You get carryover basis plus new excess basis depreciation. "What are some of the rules regarding a 1031 exchange when selling a rental home in one state, but purchasing the replacement property in another state?" - Allowed, but watch for clawback rules in four states. "If I buy a car with a weight more than 6,000 pounds for my newly incorporated business and have not earned any income in the first year of business, can I use it to reduce taxes against my spouse's W2 income?" - Yes, through S-corp with material participation and 50% business use. "I own a rental house and a management corporation, which is a C corp. How do I deduct mileage for my rental activity?" - Use accountable plan reimbursements from C-corp for tax-free money. "How does one qualify for 0% capital gains?" - Single filers need taxable income of $48,350 or less. "I invested in an ATM syndication. It was a Ponzi scheme and all investment was lost. The K-1s I received for previous years were fraudulent. How do I file my taxes for those years that I received a fraudulent K-1?" - Use IRS safe harbor provision for 75-95% ordinary loss deduction. "What are the tax implications of doing a deed in lieu for a timeshare?" - Creates cancellation of debt income taxed at ordinary rates. "What happens to your real estate if when you move outside of the country, is it deemed disposition?" - Only if expatriating citizenship, then exit tax applies. Resources: Schedule Your Free Consultation https://andersonadvisors.com/strategy-session/?utm_source=1031-exchange-rules-when-buying-in-a-different-state&utm_medium=podcast Tax and Asset Protection Events https://andersonadvisors.com/real-estate-asset-protection-workshop-training/?utm_source=1031-exchange-rules-when-buying-in-a-different-state&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

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

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

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

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

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

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

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

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

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

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

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

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

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

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)