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March 9, 2022

Do I Need an Agent for a 1031 Exchange?

One of the biggest mistakes people make with a 1031 exchange is trying to do it without an independent exchange agent. The IRS actually requires
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Video Resources

Before real estate valuation, Charles Wilson spent five years as a recording engineer at Motown Records. Charles Wilson, CCIM, MAI · Director, Eisner Advisory Group Full episode: https://youtu.be/Rl4LJxVC53Q The whole series: https://www.youtube.com/playlist?list=PLPXGv7_yfO9M #CCIM #1031Exchange #StoriesFromTheCCIMForum
Before appraisals: five years at Motown. | Charles Wilson #Shorts
Touring properties for a nonprofit client, Candis Pressley found a former veterans hall she wanted for herself. She bought it, ran the renovation and financed it with no partners. Candis Pressley, CCIM, CRE · Founder & CEO, Trinity Property Advisors Full episode: https://youtu.be/BUy5kTsnIMU The whole series: https://www.youtube.com/playlist?list=PLPXGv7_yfO9M #CCIM #1031Exchange #StoriesFromTheCCIMForum
Showing a client space, she found her own HQ. | Candis Pressley #Shorts
Robby Eaves on how Tesla, Samsung and Army Futures Command reshaped the Austin to San Antonio corridor. Robby Eaves · Principal, Commercial Industrial Properties Full episode: https://youtu.be/kpmERScTuRo The whole series: https://www.youtube.com/playlist?list=PLPXGv7_yfO9M #CCIM #1031Exchange #StoriesFromTheCCIMForum
Tesla. Samsung. Austin is booming. | Robby Eaves #Shorts
Two investors, same $50,000 gain. John pays Uncle Sam $7,500 at closing. Jane uses a 1031 exchange, defers the tax and keeps that equity working for her. Chris Peterson, attorney and founder of WealthBuilder 1031, explains why that matters more as the numbers grow. Full video: https://youtu.be/R1gYunRM8aQ The whole series: https://www.youtube.com/playlist?list=PLSTXbKtiuMu8 General education only, not tax or legal advice. #Shorts #1031Exchange #RealEstateInvesting
What Does a 1031 Exchange Accomplish? Explained Simply #Shorts
Marion Williams works Atlanta's inner city as a land broker, helping clients find each property's highest and best use. Marion Williams · Broker, Adams Commercial Real Estate Full episode: https://youtu.be/FXVcegayuJI The whole series: https://www.youtube.com/playlist?list=PLPXGv7_yfO9M #CCIM #1031Exchange #StoriesFromTheCCIMForum
Tear it down. Build something better. | Marion Williams #Shorts
People often ask me: what is the point of doing a 1031 exchange? What does it accomplish? I like to answer with a story about two investors, John and Jane. Each has $100,000 of tax basis in a property and sells it for $150,000, so each has a $50,000 capital gain. • John sells the usual way. At the closing table there's an invisible third party, Uncle Sam, and John writes him a $7,500 check (at a 15% tax rate). • Jane uses Section 1031. She follows the IRS rules and puts all of the sale money into replacement property, so she defers the tax. • Jane keeps that $7,500 as equity in her new property, where it can keep appreciating and producing cash flow. John has lost that opportunity for good. • Now add a zero: a $500,000 gain means a $75,000 check. Add another zero: a $5 million gain means a $750,000 check. That's real money. That's the value of a 1031 exchange: keeping your equity working for you so you can grow and build wealth over time. Chapters 0:00 Intro 0:05 What does a 1031 exchange accomplish? 0:19 John sells and makes a $50,000 gain 0:38 Uncle Sam at the closing table 1:20 Jane and Section 1031 2:22 What Jane gets that John doesn't 3:16 "Is it really a big deal?" 3:37 Add a zero, then another 4:11 Why we do 1031 exchanges 1031 Questions, Answered is a WealthBuilder 1031 series with plain-English answers to the questions investors ask us most. Subscribe so you don't miss the next one. Have a question about your sale? Start at https://wealthbuilder1031.com or call 888-508-1901. This video is for general educational purposes only and is not tax, legal or investment advice. Tax rates vary by situation. Talk with your own advisors about your situation.
What Does a 1031 Exchange Accomplish? | 1031 Questions, Answered
A mentor told Christopher Morris that to be an expert in commercial real estate, he needed CCIM courses. That started his journey. Christopher Morris, CCIM · SVP, Northview Company Full episode: https://youtu.be/fRuTHaZ2fuE The whole series: https://www.youtube.com/playlist?list=PLPXGv7_yfO9M #CCIM #1031Exchange #StoriesFromTheCCIMForum
The mentor who sent me to CCIM. | Christopher Morris #Shorts
Asked what she would tell herself starting out, Helen Chong says join a team and find the right mentor. It would have gotten her there faster. Helen Chong, CCIM · Founder & CEO, HAYLEN Group Full episode: https://youtu.be/FTpfn08baEA The whole series: https://www.youtube.com/playlist?list=PLPXGv7_yfO9M #CCIM #1031Exchange #StoriesFromTheCCIMForum
Advice to my younger self: find a mentor. | Helen Chong #Shorts
Chris Peterson and Charles Wilson on why heirs should re-appraise inherited property, and the one case where you may not need to. Charles Wilson, CCIM, MAI · Director, Eisner Advisory Group Full episode: https://youtu.be/Rl4LJxVC53Q The whole series: https://www.youtube.com/playlist?list=PLPXGv7_yfO9M General education only, not tax, legal or investment advice. #CCIM #1031Exchange #StoriesFromTheCCIMForum
Inherited property? Get it re-appraised. | Charles Wilson #Shorts
Sell investment real estate, buy qualifying replacement property, and defer the capital gains tax. Chris Peterson, attorney and founder of WealthBuilder 1031, explains how a 1031 exchange works: set it up before closing, a qualified intermediary holds the money, identify in 45 days, buy in 180 days. Full video: https://youtu.be/CdbHZSOEUv8 The whole series: https://www.youtube.com/playlist?list=PLSTXbKtiuMu8 General education only, not tax or legal advice. #Shorts #1031Exchange #RealEstateInvesting
What Is a 1031 Exchange? Explained Simply #Shorts

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