1031 Exchange

August 3, 2021

1031 Exchange has become a HOT topic in the current real estate market. This allows investors to defer the capital gains tax from a sale of a property and invest the proceeds into another property. Although, there are a strict set rules that must be followed in order to complete a successful 1031 exchange. So while 1031 exchanges can be a powerful tool for building wealth, there are some drawbacks if not used properly.

1:12 What is the 1031 Exchange? What type of property is it for?

3:58 Tradition 1031 Exchanges and timeframes.

6:50 Timing of 1031 - How early do I need to prepare?

9:40 Need for Qualified Intermediary (QI).

11:59 Identifying the correct property to qualify 1031 and what does QI do?

14:26 What is ‘like-kind” and new construction on new lot?

19:15 Exchange property for another rental property?

22:50 State tax.

26:07 Tax impact of 1031.

29:28 Calculating the gain of the property.

39:13 Opportunity zones

42:12 What determines capital gains tax rate

44:24 Reverse 1031


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