All Forum Posts by: Jeff Nash

Sure, there are different ways that might be accomplished.  I'll connect with you.

There will be some interplay between the 121 exclusion for primary residences (lived and used 2 out of 5 years) so I would discuss with your tax advisor and evaluate your options based on your goals and intentions.

It would be a little hard for me not to recommend my wife, @Whitney Nash!  She is constantly out and about educating the real estate community and doing exchanges soup to nuts.

I can connect you with a few potential resources to figure it out. 

@Denver McClure and I would be happy to discuss with you as more details are needed.  

@Stanley J Black can help shop for you. 

@Cory Carrigan if your CPA or tax professional is not real estate focused he/she just might not be familiar with certain aspects of the tax code.  Tax professionals are similar to attorneys and everyone has their niche and specialty.  

You can’t use a traditional custodian (Vanguard, Merrill, Schwab, Pershing, Fidelity, Interactive Brokers, etc) to self-direct and invest in real estate and other alts.  There are specific rules you have to be aware of (prohibited transactions and disqualified persons) before you invest. I’ll message you. 

@Brian Perlman might be able to address this question.  

@Denver McClure  @Harrison Sharp and @Bruce Lynn would be good resources to ask.