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Can You 1031 Exchange One Property for Multiple Properties?

Thursday, March 02

Section #1031 of the IRS code is surprisingly flexible when it comes to the number and types of properties you can exchange. There are constraints of course, because after all this is the IRS. Still, investors will find they have many choices when it comes to quantity and type of properties to ex...


What Are 1031 Exchange Safe Harbor Provisions?

Wednesday, March 01

When the concept of #1031 exchanges were first introduced in the early 1920s, the original intent was to aid two parties in the simultaneous exchange of real estate. Party A and Party B simply exchanged real estate with each other and contributed cash (that would be taxed) if the selling and purc...


Beware Hidden Boot In Prepaid Rent & Security Deposits

Thursday, February 23

When it comes to #1031 exchanges, the key to full tax-deferral of capital gains is avoiding any real or constructive receipt of sale proceeds or other income related to the overall transactions. It sounds easy enough in theory, but many investors unwittingly violate this rule – and end up with ta...


How Soon Can I Refi After a 1031 Exchange?

Wednesday, February 22

One question I often field from my clients is when and how they can refinance their replacement property without triggering IRS attention (and potential tax liabilities).The good news is, that with a bit of pre-planning, you can complete a tax-free 1031 exchange and then refinance immediately aft...


Who Is a Related Party In a 1031 Exchange?

Sunday, February 19

It’s no secret that the IRS carefully scrutinizes every #1031 exchange. However, there is one situation that triggers an extra level of scrutiny – when “related parties” conduct the transactions.Why? Because the IRS believes that widespread abuse exists when certain individuals or entities exchan...


The Basics of NNN Lease Properties

Saturday, February 18

As an investor becomes more savvy in real estate and adds more properties to their portfolio, the day-to-day involvement may begin to be too much. These investors are often looking for better ROI and less responsibility. Which is why many investors eventually turn their attention to Triple Net Le...