The 1031 Exchange Brothers
This podcast will cover all you need to know about the tax-deferred 1031 exchange, its history, and how to get started with one today. Rarely is it a question of whether an exchange can be done; it's a question of HOW.
Exchange... don't sell! Welcome to the 1031 Exchange.
The 1031 Exchange Brothers
TIC vs. DST — Which 1031 Exchange Structure Fits Your Strategy
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Most investors don't think about tax strategy until the day they list a property, but by then, the best options could be off the table. In this episode of The Exchange Brothers, David and Tom Moore break down why tax planning needs to start at acquisition, not disposition, and unpack two of the most misunderstood tools in a 1031 investor's toolkit: TIC and DST ownership structures, and mixed-use property conversions.
0:00 Welcome back, and the "no second-home changes" myth
3:34 Why planning is the whole game
6:57 Do you actually have a tax liability?
10:25 Facilitator vs. accommodator (and blending 1031 with IRA money)
13:24 Reddit case: a rental into a new primary home?
18:39 Converting a 1031 into a residence — why the "genius" move fails
33:46 "Exchange or sell," ADUs, and hold-period myths
43:25 Forever homes, the 121 exclusion debate, and vesting traps
57:25 TIC vs. DST, diversification, and the $500K deferral-cap threat
You can find every episode of this show on Apple Podcasts, Spotify or YouTube. For more, visit 1031exchange.com
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