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1031 Exchange Explained: Your Guide to Avoid Costly Mistakes & Understanding Your Options

Missed our webinar on the 1031 Exchange, where we will guide you through one of the most powerful tax mitigation tools available to real estate investors? Whether you're a seasoned investor or new to this tax-deferral strategy, this session will help you avoid costly mistakes and maximize the benefits of your real estate investments.

Previously Recorded:
October 29th, 2024 11:00am ET

What we discussed:

  • How to avoid common pitfalls in the 1031 Exchange process, such as understanding timelines, identifying replacement properties, and maintaining proper documentation
  • A step-by-step guide to the exchange process, from selling your current property to purchasing a replacement
  • Key rules and requirements to ensure compliance, including like-kind property exchanges and equity/debt replacement
  • Available investment options such as DSTs, 721s, NNN and TICs, and how to choose the best one for your goals
  • Strategies to defer taxes and grow your portfolio through tax-efficient real estate investments

 

Presenters:

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Paulo Aguilar, CAIA
Partner | Senior Investment Advisor
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Lou-Headshot
Louis Tucci
Partner | Senior Investment Advisor
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Disclosure: Securities offered through Arkadios Capital. Member FINRA/SIPC. Advisory services offered through Arkadios Wealth. Wealthstone Group and Arkadios are not affiliated through any ownership.
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An accredited investor is an individual or entity that is allowed to invest in certain higher-risk, unregistered securities that are not available to the general public. The U.S. Securities and Exchange Commission (SEC) defines accredited investors based on specific financial criteria:

Income: An individual must have an annual income of at least $200,000 (or $300,000 together with a spouse) for the last two years, with a reasonable expectation of maintaining the same income level.

Net Worth: Alternatively, an individual must have a net worth exceeding $1 million, either alone or with a spouse, excluding the value of their primary residence.