Secrets of 1031 Exchanges

Secrets of 1031 Exchanges

Update: 2025-05-30
Share

Description

Learn the secrets of 1031 tax deferred exchanges in Fort Collins.



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/spreadsheet

Improve 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 Fort Collins real estate investor podcast? Book a free consultation to discuss.

Comments 
00:00
00:00
x

0.5x

0.8x

1.0x

1.25x

1.5x

2.0x

3.0x

Sleep Timer

Off

End of Episode

5 Minutes

10 Minutes

15 Minutes

30 Minutes

45 Minutes

60 Minutes

120 Minutes

Secrets of 1031 Exchanges

Secrets of 1031 Exchanges

James Orr