Episode 53: How 1031 Exchanges Preserve Wealth and Defer Taxes

Want more flexibility when selling an investment property?

On this episode of Jet Setting Wealth Advisory, David T. Yu speaks with Dave Foster, founder of The 1031 Investor and a qualified intermediary for 1031 exchanges, for a practical conversation on tax-efficient real estate investing. Dave shares how 1031 exchanges, Section 121 primary residence planning, partial exchanges, and Delaware statutory trusts can help investors defer capital gains taxes and reposition their portfolios with greater flexibility. As the author of Lifetime Tax-Free Wealth: The Real Estate Investor’s Guide to the 1031 Exchange, Dave explains why thoughtful planning must begin before a property is listed and how the right strategy can help investors preserve more capital for future opportunities.

Key Takeaways:

→ Start planning before a property sale to meet 1031 deadlines

→ A qualified intermediary is required to complete a 1031 exchange

→ Section 121 and 1031 planning can work together in certain situations

→ Partial exchanges can create flexibility while deferring part of the gain

→ Replacement property must be investment real estate and meet reinvestment rules

More from Dave Foster and The 1031 Investor:

Website: the1031investor.com

LinkedIn: linkedin.com/in/davefoster1031

Facebook: facebook.com/the1031investor