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S2E10 - LuAnn Blough: 1031 Exchange Masterclass: Basis, Boot, Debt, + the 200% Rule
Welcome to another episode of How Real Estate Changed My Life! In this episode, we’re joined by LuAnn Blough, a Regional Development Director at Exchange Resource Group, LLC.
She’s on a mission to make the 1031 exchange simple, safe, and accessible—so everyday investors can defer taxes legally, preserve equity, and scale from one door to many.
Luann breaks down the rules (in plain English), shares real-world examples, and shows you how to avoid the costly mistakes that can derail an exchange—covering basis, boot, debt, ID methods (3-Property vs. 200% Rule), timelines (45/180 days), reverse exchanges, DSTs, TICs, and more.
If you’re a landlord, agent, or curious investor who wants to trade up without triggering taxes, this episode is packed with practical steps, checklists, and pro tips.
About ERG1031 Exchanges:
We strive to help maximize our client’s investment security and build future wealth preservation with tax deferred 1031 exchanges. As a nationwide Qualified Intermediary, we are dedicated to providing exceptional service in planning, structuring and facilitating your exchange. Providing all QI functions (document prep, secure holding of funds, timeline tracking, transaction support and education), we ensure our clients are comfortable and confident using a 1031 exchange while providing guidance through the 1031 exchange process.
Timestamps:
[00:00 - 02:41] Introduction
[02:42 - 06:00] Understanding 1031 Tax Deferred Exchanges
[06:01 - 09:01] Calculating Capital Gains and Tax Implications
[09:02 - 11:47] The Process of a 1031 Exchange
[11:48 - 15:00] Identifying Replacement Properties
[15:01 - 17:47] Reinvestment Goals and Tax Deferral
[17:48 - 20:45] Reverse Exchanges Explained
[20:46 - 23:53] Real-Life Examples and Success Stories
[23:54 - 26:53] The Importance of Professional Guidance
[26:54 - 38:48] Conclusion and Contact Information
Resources:
Regional Development Director at Exchange Resource Group, LLC
https://www.linkedin.com/in/luannblough/
Phone number: 972863 1031
Email: [email protected]
Connect with Kyle and his team!
Apple: https://bit.ly/HRECMLApple
Spotify: https://bit.ly/HRECMLSpotify
iHeart: https://bit.ly/HRECMLiHeart
Podbean: https://bit.ly/HRECMLPodBean
YouTube: https://www.youtube.com/@McCawPropertyManagement
#podcast #1031Exchange #RealEstateInvesting #TaxStrategy #CapitalGains #DepreciationRecapture #QualifiedIntermediary #Reverse1031 #DST #TIC #WealthBuilding #LandlordTips #PassiveIncome #StepUpBasis #LikeKindExchange
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By Kyle McCawWelcome to another episode of How Real Estate Changed My Life! In this episode, we’re joined by LuAnn Blough, a Regional Development Director at Exchange Resource Group, LLC.
She’s on a mission to make the 1031 exchange simple, safe, and accessible—so everyday investors can defer taxes legally, preserve equity, and scale from one door to many.
Luann breaks down the rules (in plain English), shares real-world examples, and shows you how to avoid the costly mistakes that can derail an exchange—covering basis, boot, debt, ID methods (3-Property vs. 200% Rule), timelines (45/180 days), reverse exchanges, DSTs, TICs, and more.
If you’re a landlord, agent, or curious investor who wants to trade up without triggering taxes, this episode is packed with practical steps, checklists, and pro tips.
About ERG1031 Exchanges:
We strive to help maximize our client’s investment security and build future wealth preservation with tax deferred 1031 exchanges. As a nationwide Qualified Intermediary, we are dedicated to providing exceptional service in planning, structuring and facilitating your exchange. Providing all QI functions (document prep, secure holding of funds, timeline tracking, transaction support and education), we ensure our clients are comfortable and confident using a 1031 exchange while providing guidance through the 1031 exchange process.
Timestamps:
[00:00 - 02:41] Introduction
[02:42 - 06:00] Understanding 1031 Tax Deferred Exchanges
[06:01 - 09:01] Calculating Capital Gains and Tax Implications
[09:02 - 11:47] The Process of a 1031 Exchange
[11:48 - 15:00] Identifying Replacement Properties
[15:01 - 17:47] Reinvestment Goals and Tax Deferral
[17:48 - 20:45] Reverse Exchanges Explained
[20:46 - 23:53] Real-Life Examples and Success Stories
[23:54 - 26:53] The Importance of Professional Guidance
[26:54 - 38:48] Conclusion and Contact Information
Resources:
Regional Development Director at Exchange Resource Group, LLC
https://www.linkedin.com/in/luannblough/
Phone number: 972863 1031
Email: [email protected]
Connect with Kyle and his team!
Apple: https://bit.ly/HRECMLApple
Spotify: https://bit.ly/HRECMLSpotify
iHeart: https://bit.ly/HRECMLiHeart
Podbean: https://bit.ly/HRECMLPodBean
YouTube: https://www.youtube.com/@McCawPropertyManagement
#podcast #1031Exchange #RealEstateInvesting #TaxStrategy #CapitalGains #DepreciationRecapture #QualifiedIntermediary #Reverse1031 #DST #TIC #WealthBuilding #LandlordTips #PassiveIncome #StepUpBasis #LikeKindExchange