Are you leveraging the power of a 1031 exchange to maximize your real estate investments? While this tax-deferral strategy can be a game-changer for building long-term wealth, a single mistake can trigger unexpected tax liabilities. In this episode, we break down the biggest risks, common misconceptions, and essential strategies to ensure a smooth and successful exchange.

Key Takeaways:

- What is a 1031 exchange? A simple breakdown of how this powerful tax-deferral tool works.

- Common mistakes investors make and how to avoid having your exchange invalidated.

- Understanding “like-kind” exchanges—why you don’t have to replace multifamily with multifamily.

- 1031 exchange timelines explained—how to properly structure your deal within IRS deadlines.

- Using 1031 exchanges for generational wealth—how top investors defer taxes indefinitely.

- Alternative options: Comparing Delaware Statutory Trusts (DSTs) and other tax strategies.

- Current market trends—where 1031 exchange activity is happening and what it signals for real estate investors.

If you're a real estate investor looking to optimize your portfolio and reduce tax burdens, this episode is packed with practical insights you can't afford to miss.

Connect with Mike Auerbach:

Email: [email protected]

Call: 631-438-1031

LinkedIn: Mike Auerbach

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Learn more about growing your wealth, strengthening your portfolio, and scaling to the next level at www.bluelake-capital.com.

To reach Ellie & the Blue Lake team, email them at [email protected] or complete our investor form at www.bluelake-capital.com/new-investor-form and they'll connect with you.

Credits

Producer: Blue Lake Capital

Strategist: Syed Mahmood

Editor: Emma Walker

Opening music: Pomplamoose

#1031exchange #explained

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