Listen "Secrets of 1031 Exchanges"
Episode Synopsis
Learn the secrets of 1031 tax deferred exchanges in High Point.
This class is Module 37 of 46 in a series called Real Estate Investing Secrets.
Topics covered in this module include:
What is a 1031 tax-deferred exchange?
What are the key aspects of a 1031?
The 4 types of 1031 tax-deferred exchanges and when we use each
Defining like-kind and understanding what you can sell and buy with exchanges
Specific exclusions with 1031 exchanges
Refinancing before or after you do a 1031 exchange to pull cash out
Why you can’t touch any of the money during the exchange
Who can’t be your intermediary
The strict time limits on 1031 exchanges
The 3 rules for identifying replacement properties in 1031 exchanges
3 examples: without a tax-deferred exchange, with a 1031 and a 1031 with boot
The danger to real estate investors of using a Qualified Intermediary (QI)
Considerations when selecting a QI
Questions to ask your prospective QI
3 sample contract provisions for required for completing a 1031 exchange
Post-exchange documentation
Adjusting basis when selling some of the properties you’ve 1031 exchanged into
Avoiding boot when dealing with closing costs
Typical costs for 1031 tax-deferred exchanges
Asset protection and title solutions with 1031 exchanges
How to 1031 out of a partnership when partnerships are not considered acceptable like-kind property
How to utilize 1031 proceeds to partner with others when partnerships are not acceptable like-kind property
Owner-occupying after completing a 1031 exchange to take advantage of the home sale exclusion
The complicated process of 1031 exchanges into REITs
How to invest in real estate and never pay capital gains or depreciation recapture taxes
Can you 1031 exchange and pay off mortgages on other properties with the proceeds?
Plus much more...
Check out the video and additional resources related to Secrets of 1031 Exchanges.
Free Real Estate Deal Analysis Spreadsheet: Download a copy of the newest version of The World's Greatest Real Estate Deal Analysis Spreadsheet™ by going to:https://RealEstateFinancialPlanner.com/spreadsheetImprove Cash Flow: Book a consultation to improve cash flow using our proprietary 88 cash flow improving strategies.Real Estate Agent & Lender Collaborators: Interested in collaborating with us on the High Point real estate investor podcast? Book a free consultation to discuss.
More episodes of the podcast High Point Real Estate Investing & Real Estate Financial Planning™ Podcast
Secrets of Financial Independence
01/08/2025
Secrets of Tax Optimization and Minimization
25/07/2025
Secrets of Cash on Cash ROI and Cap Rates
18/07/2025
Secrets of ROI versus Return on Equity
11/07/2025
Secrets of Partnerships
04/07/2025
Secrets of Being Preferred Client
27/06/2025
Secret Real Estate Investing Horror Stories
20/06/2025
Secrets of Analyzing Multi-Family Properties
13/06/2025
Secrets of Creative Financing
06/06/2025