Are you selling an investment property in 2026? Before you list, you need to understand the hidden tax risks inside a 1031 exchange strategy.

In this episode of the Mastering 1031 Exchange Series, Judy Casad and Qualified Intermediary Milissa Ormiston-Hall break down these key topics:

• Cost segregation explained in plain English • Bonus depreciation and why it can backfire • Depreciation recapture and ordinary income tax • Why breaking even doesn't mean zero tax • Gain vs. equity (and why investors confuse them) • How prior 1031 exchanges lower your cost basis • Where to find your adjusted basis (IRS Form 8824) • The key questions to ask your CPA before selling

Many investors assume if they don't walk away with much cash, they won't owe taxes. That assumption can be very expensive.

If you own rental property, commercial property, or income-producing real estate, this conversation could protect you from a surprise tax bill.

Explore the full Mastering 1031 Exchange Series here: 👉 bit.ly/mastering-1031-exchange

Milissa Ormiston-Hall, A Qualified IPES Intermediary [QI], Investment Property Exchange Services, INC 503-367-6701. [email protected] http://www.ipx1031.com/ormiston

Choose A Category Below To Find Episodes Most Helpful For You

THINKING ABOUT SELLING?

Don't list your property until you listen to these episodes:

Ep 62 - Life Of Escrow For Sellers

The process you can expect from an escrow officer and the tasks provided for a successful closing.

Ep 146 – Mastering 1031 Exchange • The Tax Surprises

Know the game BEFORE you list to sell.

Ep 145 - How Tourism Works In McKenzie River • Weddings, Events & Overnight Stays

For investors that choose to hold events, short-term rentals and more…

Ep 143 - All About Home Insurance • Union County Oregon

Review your policy on an annual basis. What's covered, what's not, and how to make sure your policy actually fits your home and your risks. Helpful for homeowners anywhere!

Ep 141 - Do I Need to Stage My Home? • Tips for Faster, Higher-Value Sale

First impressions matter.

Ep 136 - Create "Luxury Appeal" When Selling Your Home

Tips that may push your property above the competition.

Ep 75 - Benefits of a Pre-Listing Inspection: A Must Have For Home Sellers

Why it's important to be prepared before an offer to close on time.

Ep 25 - Pricing Right For The Real Estate Market

Key insight into how the real estate market works.

These resources will help you position your home for maximum value and a smoother transaction:

• Track Your Home's Value — Receive a free monthly home report
• Request a CMA (Comparative Market Analysis) — Understand your home's current market value – neighborhood perspective by your Broker
• Financial Assistance for Home Improvements — Access funds for pre-sale updates, repaid at closing – Applies with a Windermere Real Estate Broker

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About Your Host

Judy Casad is a Broker & Luxury Advisor with Windermere Real Estate Lane County, serving clients across Oregon, including Union County and the McKenzie River Corridor.

She is also the host of Homeowners Best Real Estate Moves, where she shares practical insights to help buyers, sellers, and investors make confident real estate decisions.

Connect with Judy

Judy Casad Broker & Luxury Advisor Windermere Real Estate Lane County Licensed in the State of Oregon – Serving McKenzie River Corridor, Union County and beyond 541-968-2400 [email protected] www.judycasad.com

Facebook Listen on your computer Podcast.JudyCasad.com

Tap the Category that resonates with your life today:

• Home Improvement Maximize investment, Smart maintenance to-do's
• Buying To Invest Get Pre-Approved! What inspectors look for, Property Search
• Selling Property Understand value, How to prepare, Financial assistance to maximize value, Escrow process, Value Report
• Homeowners Best Moves Bonus episodes about Market Updates, Financial Planning, Senior Adults learn about Downsizing & Financial Assistance and more...