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Learn More About Self-Storage TICS in NYC This Weekend

Wednesday, October 11

If you’re in the New York City area this weekend, please plan to join me at the Realty411 Real Estate Investors Conference & Expo at The Watson Hotel in Manhattan. I’ll be speaking on the topics of #1031 exchanges and the emerging investment market of self-storage tenancy in common (TIC) inve...


Yes, You Can Use Section 1031 for a Vacation Home Exchange

Tuesday, October 10

For many individuals, the sale and replacement of a second home will incur capital gains taxes. The good news is that, if appropriate rules are followed, these homeowners can benefit from the tax-deferral benefit of a #1031 exchange.The rules governing such transactions are explained in Revenue P...


Why Exchange Instead of Sell?

Sunday, October 08

When you do it right, a #1031 exchange allows you to defer paying all of the capital gains taxes, which equates to a long-term and interest-free loan from the IRS. Nice, right? In addition, you also have all your gross net equity available to reinvest so you can acquire bigger and better real est...


Key Vocabulary for 1031 Exchanges

Saturday, October 07

If you’re new to the world of section #1031 of the IRS Tax Code, the terminology that comes along with these tax-saving exchanges can be confusing. To help you understand the phrases you will undoubtedly hear if you choose to complete a tax-deferred 1031 exchange, here’s a list of the key terms y...


Stretching Section 1031 Beyond Its Breaking Point?

Thursday, October 05

I’ve been a qualified intermediary, facilitating section #1031 exchanges for nearly two decades. During that time I’ve helped thousands of clients complete successful exchanges of real estate and other business and investment property. I’ve also watched with interest as cryptocurrencies, like Bit...


DSTs & TICs: Comparing Apples to Apples

Wednesday, October 04

When it comes to investing in real estate, many savvy investors understand the benefits of fractional or co-ownership arrangements. Less day-to-day management responsibilities, bigger and better investment properties become available to them, and they can diversify their investment portfolios bey...