In this episode of Commercial Connections: Investing with Confidence, host René Nelson, a Commercial Real Estate Broker in Eugene, Oregon, sits down with guest David Moore, CEO of Equity Advantage Incorporated, a nationally recognized leader in 1031 Exchange facilitation. David dives deep into the complexities and strategies of 1031 exchanges, discussing its role as an investment tool beyond tax deferment. The conversation covers the financial and legal intricacies involved, from the napkin test and continuity of investing to tackling phantom gains and leveraging Delaware Statutory Trusts (DSTs). The episode is an invaluable resource for anyone in real estate looking to make informed decisions and navigate the nuances of 1031 exchanges effectively.
EPISODE THEMES 📝
00:00 Introduction: The Communication Shift
00:05 Planning and Investment Strategies
00:54 Guest Introduction: David Moore
02:29 Understanding 1031 Exchanges
03:22 The Importance of Planning in 1031 Exchanges
04:27 Navigating Tax Liabilities and Investment Decisions
07:08 Rules and Requirements of 1031 Exchanges
17:03 Challenges and Solutions in 1031 Exchanges
26:42 Tax Implications of Real Estate Transactions
27:11 Understanding DSTs and 721 Exchanges
28:03 Holding Periods and Investment Strategies
29:04 Navigating Complex Real Estate Scenarios
30:42 Challenges in Real Estate Transactions
33:21 Market Trends and Economic Factors
39:38 Foreclosure and Phantom Gain
42:00 Strategies for Managing Real Estate Investments
50:58 Final Thoughts and Resources
STAY AHEAD IN CRE 💌
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👉Subscribe Now: https://mailchi.mp/1031guru/s9ue8qa0d4
GIVEAWAYS 💰
➡️ Due Diligence Giveaway:https://docs.google.com/document/d/1WVvYPiwASy76exh2tludjyeZ9Sfuvpl4QqD20V_HHRw/edit?usp=drive_link
➡️ Free Pro Forma Template: https://drive.google.com/file/d/12x1eUtdEUySKsrbQ0ELpCw3X79TPFh3Z/view?usp=sharing
CONNECT WITH DAVID MOORE 🔗
Website: 1031exchange.com
YouTube: https://www.youtube.com/channel/UCbyThSCgw2mJwyIn30aCVEg
Apple Podcasts: https://podcasts.apple.com/us/podcast/the-1031-exchange-brothers/id1760054257
Spotify: https://open.spotify.com/show/2YG7vhSKjcNybTPKArtkbU?si=e169c480f6194e9a
Instagram: https://www.instagram.com/equity_advantage/ Phone: 800-735-1031
CONNECT WITH RENÉ NELSON 🎙️
Website: https://www.eugene-commercial.com/
Youtube: https://www.youtube.com/@renenelsonccim1031/videos
LinkedIn: https://www.linkedin.com/in/renenelsonpacwestcommercialrealestate/
Facebook: https://www.facebook.com/profile.php?id=61574316732608
Book a 15 min Complimentary Discovery Call with René: https://callwithrene.as.me/InitialCall
