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.
Episodes
34 episodes
From Flipping Houses at 19 to Navigating Oregon Rent Control | Guest Nicholas Cook
1:19 — F1 Experience & Japan Sabbatical7:14 — The Bear Encounter11:14 — Mentorship & Entrepreneurship15:30 — From Flipping Houses at 19 → Property Management18:36 — Oregon Rent Control & Market Reality24:28 — Inv...
Can You Flip Real Estate in an IRA? Rules, Risks & Tax Consequences
00:00 Intro: Flipping Properties with an IRA01:03 Prohibited Transactions & IRS Risks
Cash-Out Refinancing and 1031 Exchanges: How to Access Equity Without Triggering Taxes
00:00 – The BIG Myth: Do You Have to Replace Debt in a 1031?04:24 – How to Pull Cash Out Without Triggering Taxes04:43 – Cash-Out Refi Timing: What Triggers IRS Problems05:09 – The “Step Transaction” Rule (What Can Get You Audited)<...
1031 Exchange Identification Rules Explained: The 45-Day Deadline, 3 Property Rule, and More
In this episode, we break down one of the most misunderstood parts of a 1031 exchange: the identification rules.Many investors know about the 45-day identification deadline, but far fewer understand how the three identif...
1031 Exchange into a DST or 721: What Investors Need to Know (Part 2)
00:00 – Reddit Question: 1031 Exchange into a DST. 02:32 – DST vs 721 (UPREIT) Explained. 05:51 – 45-Day Rule Warning: DON'T LET IT CLOSE. 07:53 – Sponsor Risk & Why Experience Matters. 09:56 – How 721 Lets You Sell Through Basis. 14:43 – D...
Reddit’s Top 1031 Exchange Questions: Mistakes, S-Corps & AI Myths
We answer the top 1031 exchange questions pulled from Reddit — including AI tax advice gone wrong (00:00–04:00), whether a partial 1031 exchange is worth it (07:38–14:08), the S-Corp mistake that eliminated future planning flexibility (14:08–19...
Student Housing Risks in 2025–2027: Insurance, Rent Control & 1031 Exit Strategies (Part 2)
1. Student housing market overview (0:00)2. Why governments misunderstand 1031 exchanges (2:45)3. Insurance carriers, drones & deal-killing inspections (5:00)4. Seller carry strategies inside a 1031 exchange (7:00)5. Wrap no...
Student Housing Supply Shock: The 2027 Pre-Leasing Update (Pt. 1)
The student housing game has changed, and if you’re waiting until spring to lease, you’re already behind.In this market update, David Moore (Equity Advantage) and student housing expert Rene Nelson (Park West Commercial) break down the ...
Paperwork Mistakes That Trigger Prohibited Transactions (DST, IRA & 1031 Pitfalls)
Season 2 Premiere • Overall Episode 26A quick paperwork review can save you from a prohibited transaction.In this episode, David and Tom explain the DST/IRA documentation mistakes that catch people off guard, why your retirement a...
Self-Directed IRAs, RMDs, and the Real Risks of Investing Outside Wall Street
Self-directed IRAs give investors the ability to move beyond Wall Street and invest in real assets like real estate, private notes, and alternative investments—but that control comes with important rules and risks.In this episode, we bre...
Year-End 1031 Exchange Planning: Deadlines, Boot, & Taxes
In this episode, David and Tom of the Exchange Bros discuss year-end planning for 1031 exchanges, focusing on deadlines, tax reporting, and strategies to manage multi-year tax exposure.They break down boot, debt relief, ...
Looking for a New 1031 Replacement Option? Introducing the DTS
In our latest episode of the Exchange Brothers, David and Tom dive into Appreciation Homes and the Direct Title Security (DTS) model, a new approach that gives investors direct ownership of real property with the passive benefits of a triple-ne...
Understanding 721 Exchanges & DSTs: Real Estate Investing in 2025 with David Moore & Robert Smith
In this episode, David Moore (Equity Advantage) sits down with Robert Smith of Peregrine Private Capital to unpack the evolving world of 1031 exchanges, DSTs (Delaware Statutory Trusts), and 721 UPREITs in today’s unpredictable real estate mark...
Santa Cruz Real Estate, Rent Control & Market Changes | Interview with Paul Locatelli
In this episode, we are catching up with Paul Locatelli, a Santa Cruz real estate veteran and old friend, with stories you won’t hear anywhere else! From Versace to navigating tricky appraisals, Paul’s seen it all — and yes, Tom’s swim r...
What AI Gets Wrong About 1031 Exchanges
AI can deliver quick answers, but when it comes to 1031 exchanges, it doesn’t know the right questions to ask — and that can cost you big. In this episode, Dave and Tom break down why relying solely on AI can lead to missed opportun...
1031 Exchange or Just Sell? The Tax Truth Investors Miss
From IRAs to 401(k)s to 1031s… what’s really legal, and what’s a tax trap? David and Thomas Moore answer real client questions: Can retirement accounts pay property debt? When is selling smarter than exchanging? And what “tax-free” really means...
Use Your IRA or 401(k) to Buy a Business (Self-Directed IRA, Checkbook IRA & ROBS Explained)
In this episode, David Moore from Equity Advantage and IRA Advantage breaks down how you can use retirement funds, including self-directed IRAs, checkbook IRAs, and 401(k) plans, to purchase a business. Learn the differences between investing p...
Avoiding the Slippery Slope: Closing Costs, Capital Improvements & 1031 Exchange Pitfalls
In this episode, David Moore of Equity Advantage covers the complexities of 1031 Exchange closing cost deductions, providing a lighthearted reminder that one wrong step can derail your entire transaction.Learn why timing, documentatio...
Unlocking Self-Directed IRAs: Real Estate, Rules & Retirement
In this special edition of the Exchange Bros, David and Tom dive deep into the world of self-directed IRAs — what they are, how they work, and how you can take control of your retirement dollars to invest in real estate, private loans, a...
2025 Real Estate Tax Strategies & New Laws Explained: Opportunity Zones, Cost Seg, 1031 & More
In this episode, David Moore of Equity Advantage sits down with CPA and tax strategist Jonathan McGuire of Aldrich Advisors to unpack the sweeping real estate tax changes brought about by Trump's One Big Beautiful Bill. From the latest on Oppor...
The One Big Beautiful Bill - 1031s, OZs & Tax Changes Explained
The new One Big Beautiful Bill Act (OBBBA) just passed, and it's set to transform the real estate landscape. From permanent Opportunity Zones to critical updates on 1031 exchanges, bonus depreciation, and SALT deductions, this legislation could...
Rent Control Refugees, the Terrible T’s & Senior Living DSTs
Tired of government overreach, rent control chaos, and the Terrible T’s (tenants, toilets, trash)? You’re not alone, and you do have options. In this episode, David Moore and Robert Smith sit down with DST veteran Scott Dixon of ...
Behind the Deal: Reverse Exchanges, Seller Financing & Smart Equity Moves
What happens when your sale gets delayed, your replacement property is ready to close, and your financing falls through? In this episode, David and Tom Moore from Equity Advantage dive into the complex world of reverse 1031 Exchanges and...
Do You Invest in Real Estate? Here Are 9 Reasons the IRS Might Call You a Dealer
In this episode of The Exchange Brothers, David and Tom delve into a crucial topic for real estate investors: determining dealer status and its impact on completing a 1031 exchange.Using the Klarkowski Court Cas...
Help Your Favorite Charity and Bypass Capital Gain
Thinking of exiting real estate but dreading the capital gains tax? In this episode of the Equity Advantage podcast, we sit down with charitable planning expert Lon Dufek (CFP®, CPA) to explore how a Charitable Remainder Trust (CRT) can be a po...
