Preview Mode Links will not work in preview mode

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

FOLLOW in your favorite podcast app!

Feb 29, 2024

What is your ultimate goal when buying a rental?  Make sure you understand the requirements to save money when it’s time to sell - AND - Make certain you know the requirements of what moving into your rental a few years down the road involves.  In this episode we dive deep into variables, examples and risks to consider.  Options assist with your estate planning - involving income producing real estate.   Stay tuned, rewind and take notes… Don’t miss out on a wealth of information!

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

Ep 87 - Mastering 1031 Exchange - For Real Estate Investors

Ep 90 Mastering 1031 Exchange - Exit Strategies

Watch for The Reverse Exchange and Vacant Land & Farm Strategies

Skip to what you need to know:

Episode Summary

  2:50 – Vacation homes & short-term rentals

  4:22 – ADU • Traveling nurses

  4:55 – How personal usage qualifies

  6:41 – Holding and intent explained

  7:58 – Requirements to buy now and live in later

  8:58 – Safe harbor intention

  9:26 – Accidental investment strategy

11:11 – Tax codes explained when moving into rental

13:35 – Example to avoid dangerous trap

15:39 – Problem explained

17:16 – Depreciation recaptured

19:25 – Example of equal or greater value

21:33 – Timeline

22:42 – When it’s too late to apply

24:37 – Duplex examples

28:27 – Free consultation

We really appreciate and value your Support by sharing this show with people you know ~

Track your home's value and discover ways to leverage your equity.  Check out your complimentary Home Digest   My clients love it!  Check out your complimentary Market Explorer – Watch neighborhoods you are interested in potentially investing in property.  Completely free of charge with no obligation!

Don't miss out on other helpful tips for homeownership. Visit the Category that resonates with your life today

FOLLOW anywhere you find your favorite Podcast - Search for Homeowners Best Real Estate Moves The show will stay in your Show Library for easy access while traveling 

Listen to Audio Player on your computer: click here

Facebook Page Homeowners Best Real Estate Moves

Listen on your computer

Send me your feedback, questions and topic suggestions. Who knows? You just might be a guest on our next show!

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, 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 -

We do not receive any compensation for mentioning or endorsing product or services discussed in the episode. My Brokerage compensation comes to me upon the closing of a sale. By using the Promo Code OWNHOME to start your own show, I do receive a small kick-back and you receive up to 2 months free service with Libsyn. I value your support and your feedback to keep this show continuing to bring You, a wealth of information!

If you are have been thinking about creating your own Podcast show, you can support us by using our unique promo code OWNHOME to get up to 2 months of free podcasting service with Libsyn!  Get your show on Apple Podcasts and Spotify -anywhere you want- get critical stats to help you grow, find all the tools and support you need to sound your very best - you can even do video!  Really bring your podcast to life with Libsyn. Use our unique Libsyn promo code OWNHOME and get podcasting today!

  Click HERE to start!