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Homeowners Best Real Estate Moves

Created for Property Owners - to maximize your investment - even if you do not plan to sell.  Tips on the Buying and Selling process. Learn about homeownership.  Senior Transition topics for downsizing and financial support.

Guests offer sound advice and experience.

Episodes are designed to be informative, entertaining and presented in a way to listen in short, easy to understand topics.

"I take furthering education seriously, and enroll in on-going courses to serve you better.  I wish you the best financial success on your investment!"

Your Host, Judy Casad Real Estate

Top Producer with Windermere Real Estate | Lane County | Oregon State


Suggestions for topics are welcome!

If you would like to be a Guest on this show Email Judy

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Feb 1, 2024

Own Real Estate?  Planning to sell?  Are you familiar with how you can defer capital gain taxes from a 1031 Exchange?  Interestingly enough Lots or Land may qualify!  We have a Qualified Intermediary as our guest, ready to guide us through the process, provide answers to questions and present many variables that are mysterious and unknown.  You’ll be surprised on how you just might qualify for a tax deferral ~

Guest: Milissa Ormiston-Hall, A Qualified IPES Intermediary [QI], Investment Property Exchange Services, INC,  503-367-6701

Milissa Ormiston-Hall, a seasoned professional with over 26 years of sales experience, serves as a 1031 Exchange Qualified Intermediary. Her diverse background includes 12 years in corporate business-to-business sales, where she excelled as a regional sales manager for Fortune 500 companies. Additionally, she spent 14 years as a realtor in both Oregon and Washington. In her role as a third-party Qualified Intermediary (QI), Milissa educates and facilitates exchanges to ensure compliance with IRS regulations.

Mastering 1031 Exchange episodes with Milissa for a tax deferral opportunity

Ep 87 - Mastering 1031 Exchange For Real Estate Investors

Ep 90 - Mastering 1031 Exchange • Exit Strategies

Ep 91 - Mastering 1031 Exchange • Short-Term Rental • Duplex Strategies

Ep 93 - Mastering 1031 Exchange • The Reverse Exchange

Ep 95 - Mastering 1031 Exchange • Vacant Land • Farm Strategies


Skip to what you need to know:

Episode Summary

  1:34 – Required Qualified Intermediary (QI)

  2:27 – Definition Of A 1031 Exchange. Relinquished To Replacement Property

  3:28 – Capital Gain Explained

12:13 – “Like-Kind” Explained

13:15 – Land Exchange

14:18 – Real Estate That Qualifies

15:39 – What Doesn’t Qualify

16:25 – Mixed-Use

16:50 – Duplex 

17:06 – Primary Residence

19:00, 47:51 – Depreciation Deferral

20:56 – How Many Fail?

21:14, 23:17 – Timeline

22:34 – Prepare Poa And Trusts

24:00 – When It’s Too Late To Apply

25:22 – 45 Day, 180 Day Explained

25:46 – How To Identify Replacement Property

28:48 – 200% Rule - Multiple

31:32 – Cost For QI

34:30 – NIIT, Net Investment Income Tax

36:01 – Process Of Relinquished To Replacement

39:09 – Access To Funds From Sale

41:19 – What Happens To Your Money If You Can't Find A Replacement Property

43:45 – Can I Sell Multiple, And Replace With One? Helpful Tips To Know

49:08 – Portion Of Depreciation Taxed Explained

51:19 – Exit Strategy

52:50 – Estate Planning

53:29 – Estate Taxes

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Your Go-To Podcast!  Created for Property Owners - to maximize your investment - even if you do not plan to sell.  Selling your home tips.  Buyers learn many aspects of home ownership and the buying process.  Senior adults learn about downsizing and financial support.  Guests offer sound advice, tips and experience. 

Your Host, Judy Casad Real Estate   |  ABR, SRES, Top Producer, Certified Negotiator, Member of Multi-Million Dollar Club of Lane County, Affiliated with Windermere Real Estate, Lane County, Licensed to help you Buy or Sell in the State of Oregon.  Call Judy to start planning your next move!   541-968-2400 -

HOMEOWNERS: SHOULD YOU SELL - Anywhere in the United States!

Get a better understanding of your selling position through the 'Should You Sell' feature. Sell at the right time.

There's so much that goes into this decision, whether your market is in demand, how much appreciation you've had in your property over time, and of course the equity position and how much you could be making from the sale of your property…

If you have questions or if you're interested in potentially listing your home, connect with me by giving me a call or text and I’ll be happy to send you an analysis to help you make good decisions.

Smart Moves For Homeowners!

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