Go Ahead, Ask

Owning real estate involves many complex issues, especially if confidentiality and privacy are important to you. Buying, holding, exchanging, and selling real property in a confidential and private manner through Title Holding Trusts (Land Trusts) can be a powerful tool. There are many benefits to owning and holding real estate through a Title Holding Trust (Land Trust). There is also lots of misinformation on Title Holding Trusts (Land Trusts). We demystify the Title Holding Trust (Land Trust). Discussion includes a breakdown of what is a Title Holding Trust (Land Trust), how can you use them, what are the benefits, and just as important what do they not do that many people claim they will do.

Email your Title Holding Trust (Land Trust) questions to Exeter Trust Company at [email protected] and we’ll address them in our next episode.

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On episode 11 of Go Ahead, Ask - 1031 Exchange transactions are complex and confusing. Locating like-kind replacement properties can be challenging. The Delaware Statutory Trust or DST can help. We demystify how the Delaware Statutory Trust can help you with your 1031 Exchange replacement property needs. Discussion includes a breakdown of what is a Delaware Statutory Trust, what is like-kind property, why would you want to purchase a Delaware Statutory Trust or DST, and what are the benefits of a DST?

Email your 1031 Exchange questions to [email protected] and we’ll address them in our next episode.

You can RSVP for the webinar here: http://www.exeter1031.com/Seminars.aspx

Subscribe to our YouTube channel here: https://www.youtube.com/TheExeterGroupofCompanies/

Self-Directed IRAs and Self-Directed Individual 401(k) Plans or Solo Ks are complex and confusing self-directed retirement account strategies. We demystify the Self-Directed IRA and Self-Directed Individual 401(k) Plan. Discussion includes a breakdown of what is a Self-Directed IRA, the type of Self-Directed IRAs, what you can invest in through a Self-Directed IRA or Solo-K such as Alternative Investments like real estate, promissory notes secured by real estate, deeds of trust, mortgages, tax lien certificates, limited partnerships, limited liability companies (LLCs), how to safely transfer your Self-Directed IRA to another IRA Custodian, how to set-up your Self-Directed 401(k) Plan, what are permissible investments vs. prohibited transactions, the valuation issues involved in a Self-Directed IRA, how IRA Custodians are different, how to buy real estate in a Self-Directed IRA or Self-Directed 401(k) Plan or Solo K Plan, and more.

Email your Self-Directed IRAs or Self-Directed 401(k) Plan questions to [email protected] and we’ll address them in our next episode.

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1031 Exchange transactions are complex and confusing. We demystify what happens when a 1031 Exchange transaction is not completed. Discussion includes: When is a failed 1031 Exchange taxable? What taxes will be due when a 1031 Exchange fails? Are there any penalties for a failed 1031 Exchange? Can a partial 1031 Exchange qualify? Is there any way that I can still defer my taxes if I can’t complete my 1031 Exchange?

Email your 1031 Exchange questions to [email protected] and we’ll address them in our next episode.

Subscribe to our YouTube channel here: https://www.youtube.com/TheExeterGroupofCompanies/

1031 Exchange transactions are complex and confusing and may not always be the best solution for the investor. We demystify the various tax-deferred and tax-exclusion strategies that might be a better solution under certain circumstances. Discussion includes a breakdown of IRC Sections 121 (Primary Residence), Section 453 (Installment Sale), Section 721 (upREIT or 1031/721), Section 1031 (Rental, Investment or Business Use Property), Section 1032 (corporate stock), Section 1033 (involuntary conversion, eminent domain, natural disasters), Section 1034 (primary residence, repealed), Section 1035 (exchange of annuities), Qualified Opportunity Zone Investments (Episode 7), and Charitable Remainder Trusts (CRTs). Email your 1031 Exchange questions to [email protected] and we’ll address them in our next episode.

Subscribe to our YouTube channel here: https://www.youtube.com/TheExeterGroupofCompanies/

Qualified Opportunity Zone Investment transactions are complex and confusing. Go Ahead, ASK! demystifies what qualifies and what doesn’t. Join us for a discussion with David Levinson, 1031 Property Specialist, American Trust Investment, Inc., which includes the history and background and benefits of Qualified Opportunity Zone Investments, the differences between Qualified Opportunity Zone Investment Funds and 1031 Exchanges, how the QOZ works, property types available through a QOZ Fund, and selecting OpZone Funds for investment including a hypothetical case study. Email your investment real estate questions to [email protected] and we’ll address them in our next episode.

Subscribe to our YouTube channel here: https://www.youtube.com/TheExeterGroupofCompanies/

1031 Exchange transactions are complex and confusing. We demystify what qualifies and what doesn’t. Discussion includes a breakdown of what permissible 1031 Exchange expenses are, what non-permissible 1031 Exchange expenses are, and how to avoid creating taxable boot by inadvertently paying non-permissible 1031 Exchange expense out of your relinquished property sale proceeds? Email your 1031 Exchange questions to [email protected] and we’ll address them in our next episode.

Subscribe to our YouTube channel here: https://www.youtube.com/TheExeterGroupofCompanies/

1031 Exchange transactions are complex and confusing. We demystify what qualifies and what doesn’t. Discussion includes whether you have to own your relinquished property sold and your replacement property acquired in the exact same name in a 1031 Exchange? Email your 1031 Exchange questions to [email protected] and we’ll address them in our next episode.

Subscribe to our YouTube channel here: https://www.youtube.com/TheExeterGroupofCompanies/

Unraveling the Mystery of 1031 Exchanges – Part 2. Exchange transactions are complex and confusing. We demystify what qualifies and what doesn’t. Discussion includes how and when to identify replacement properties, how much do you have to reinvest, permissible and non-permissible 1031 Exchange expenses, partial 1031 Exchanges, and more.

Email your 1031 Exchange questions to [email protected] and we’ll answer them in the next podcast.

Subscribe to our YouTube channel here: https://www.youtube.com/TheExeterGroupofCompanies/

There are two propositions on the California General Ballot in November 2020 that could have a significant impact on real estate values. California Propositions 15 and 21. California Proposition 15 – Tax on Commercial and Industrial Properties for Education and Local Government Funding Initiative. California Proposition 21 – Local Rent Control Initiative. Our panel of experts, including Bill Exeter, Chief Executive Officer, Exeter 1031 Exchange Services, LLC and Exeter Trust Company; Mark Turok, Business Development Officer, Exeter 1031 Exchange Services, LLC and Exeter Trust Company; Doug Taber, CCIM, Rental Housing Group, Keller Williams Realty; Carl DeMaio, Chairman of Reform California; and Molly Kirkland, Southern California Rental Housing Association; will discuss the real issues and purpose hidden behind California Props 15 and 21 and the horrible impact they each could have on real estate values in California if passed in November.

Email your 1031 Exchange questions to [email protected] and we’ll answer them in the next podcast.