Discover the truth about the 1031 exchange holding period requirement! Many real estate investors are misinformed about this crucial aspect of tax-deferred exchanges. Join David and Tom Moore, the Exchange Brothers, as they break down the myths—like the 5-year holding period—and dive into IRS rules and regulations to uncover the real requirements for a successful 1031 exchange.

From exchange timelines and related parties to partnerships and the consolidation of ownership, this podcast delivers expert insights with real-world applications. Whether you're a seasoned investor or just getting started, this essential information will help you avoid costly mistakes and maximize your tax savings.

Stay ahead with the latest from the Exchange Brothers.

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Want to keep more of your hard-earned real estate profits? In this episode, we’re diving into powerful tax-saving strategies that savvy investors use to build and preserve wealth. Join us as Rene Nelson of Pacwest Commercial Real Estate breaks down 1031 Exchanges, Section 121 exclusions, and Delaware Statutory Trusts (DSTs)—what they are, how they work, and how you can leverage them to defer taxes, maximize gains, and grow your real estate portfolio.

Whether you're a seasoned investor or just getting started, this episode is packed with must-know insights to help you make smarter financial moves.

🔹 How can a 1031 Exchange help you defer capital gains taxes?
🔹 What is the Section 121 exclusion, and who qualifies?
🔹 Why are DSTs becoming a game-changer for passive investors?

Don’t miss this expert conversation that could save you thousands in taxes and unlock new real estate opportunities!

Guest: Rene Nelson, CCIM
Website: https://www.eugene-commercial.com
LinkedIn: / renenelsonpacwestcommercialrealestate

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In this episode, David and Tom Moore, better known as The Exchange Brothers from 1031exchange.com, tackle the most pressing topics in real estate and tax planning.

We’ll break down:

• C Corps vs. S Corps: Which structure is right for you?
• HELOCs: How they fit into your financial strategy.
• Improvement Exchanges: When are they worth it?
• IRS Disaster Extensions: What California fire victims need to know.
• Drop and Swap vs. Swap and Drop: Partnership dissolutions explained.
• What Happens When Both Parties Can’t Agree on an Exchange.
• Holding Period Requirements: Why timing matters in 1031 exchanges.
• Equity and Gains: Do you need equity to realize gains in a 1031 exchange?

Join us as we unpack these critical topics, share expert insights, and provide actionable advice to help you navigate the complex world of real estate and tax strategy.

Whether you’re a seasoned investor or just getting started, this episode is packed with practical tips and strategies to help you grow your wealth in 2025 and beyond. Tune in now!

Thanks for listening! Subscribe to get all of the latest tax news and information.