Ep 93 - Mastering 1031 Exchange • The Reverse Exchange

Mar 14, 2024

How to Buy First and Sell After the purchase of your income producing Real Estate Investment. Savvy investors unlock the power of tax-deferred investment growth with The Reverse 1031 Exchange.  Discover how The Reverse 1031 Exchange empowers you to optimize your portfolio's potential and achieve financial flexibility.  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  [e-mail]  http://www.ipx1031.com/ormiston

Contact Judy Casad Real Estate to work with you on selling your investment - start planning today...

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

 

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Episode Summary

  2:57 – Market volatility, lack of inventory 

  3:58 – Investors fear to find replacement

  5:19 – Details of how The  Reverse Exchange works

  6:34 – Must engage with QI through entire process

  6:59 – Exchange Accommodator Titleholder (EAT)

  7:55 – When timeline starts

  8:17 – Vacate Tenant timeline 

  8:44 – Relinquished Value is less than Replacement

10:20 – Opposite • Cash Boot

10:43 – Pay Tax on Boot, OR use $ to buy a Forward Exchange

11:33 – Timeline for 2^nd Replacement property

11:48 – Financing Challenge

13:18 – Cost Challenge

15:59 – Ideal Exit Strategy

15:37 – DST

18:31 – Taxes

19:06 – Options to consider

19:52 – Seek Advice

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