Ep 90 - Mastering 1031 Exchange • Exit Strategies

Homeowner’s Best Moves

Curious about how an exit strategy works? Our guest shares the nuances and benefits of options to let go of responsibilities. For investors with income producing real estate. DST vs REIT explained, and Ultimate Exit Strategy: Leaving your investments with your heirs.

Milissa Ormiston-Hall, A Qualified IPES Intermediary [QI], Investment Property Exchange Services, INC. 503-367-6701 [e-mail] http://www.ipx1031.com/ormiston

Contact Judy Casad Real Estate to work with you on selling your investment - start planning today...

Mastering 1031 Exchange episodes with Milissa for a tax deferral opportunity

Ep 87 - Mastering 1031 Exchange For Real Estate Investors

Ep 90 - Mastering 1031 Exchange • Exit Strategies

Ep 91 - Mastering 1031 Exchange • Short-Term Rental • Duplex Strategies

Ep 93 - Mastering 1031 Exchange • The Reverse Exchange

Ep 95 - Mastering 1031 Exchange • Vacant Land • Farm Strategies

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Episode Summary

:46 – Investor’s Introduction to 1031-Exit Strategy

3:08 – Letting responsibilities go and options presented

3:58 – Delaware Statutory Trust (DST) benefit explained

4:11 – DST vs REIT (Real Estate Investment Trust)

4:52 – Ultimate exit strategy – Step-up-in-basis

5:05 – Estate evaluation

5:39 – Capital Gain vs Estate Taxes

15:39 – Consult with QI and Financial Advisor

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