1031 Exchanges Explained: How to Avoid Taxes (Legally) and Keep Investing

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Commercial Connections: Investing with Confidence

René Nelson - CCIM

24 episodes

1 week ago

Welcome to my channel, where I share quick, actionable insights on commercial real estate, market trends, and investment strategies. Whether you're an investor, broker, or property owner, you'll find valuable tips to maximize property value and stay ahead in the market. — René Nelson, CCIM

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Investing

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1031 Exchanges Explained: How to Avoid Taxes (Legally) and Keep Investing

Commercial Connections: Investing with Confidence

53 minutes 53 seconds

9 months ago

1031 Exchanges Explained: How to Avoid Taxes (Legally) and Keep Investing

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If you’re a family-owned apartment owner in Oregon, you don’t have to navigate your next move alone. From 1031 exchanges to retirement planning, I help owners protect equity and plan for the future. Schedule a strategy call

🎙️EPISODE SUMMARY

In this episode of Commercial Connections: Investing with Confidence, I’m joined by David Moore, CEO of Equity Advantage Incorporated and a nationally recognized expert in 1031 Exchange facilitation.

David walks us through:

⦿ The strategic role of 1031 exchanges beyond tax deferment

⦿ The napkin test, continuity of investing, and phantom gain

⦿ How to approach complex scenarios with Delaware Statutory Trusts (DSTs) and 721 exchanges

⦿ Tax liabilities, holding periods, and planning ahead

⦿ Legal and financial nuances that shape real estate investment outcomes

If you're looking to make smarter, tax-savvy real estate decisions, this conversation is packed with expert insight.

📝 EPISODE THEMES

00:00 – Introduction: The Communication Shift

00:05 – Planning and Investment Strategies

00:54 – Guest Introduction: David Moore

02:29 – Understanding 1031 Exchanges