Ep 31 - Proposed Tax Policy Changes Affecting 1031 Exchanges, Self-Directed IRAs, and 401(k) Plans
This is the 100th year anniversary of the 1031 Tax Deferred Exchange. Investors have been able to sell real estate held for rental, investment, or business use and defer the payment of Federal and most state taxes by reinvesting in other real estate also held for rental, investment, or business use for 100 years.
Retirement account investors have been able to use their Self-Directed IRAs and Individual 401(k) Plans to invest in non-traditional assets, often called “alternative investments” since 1974. This includes real estate and real estate related assets, including various regulated investment options that require the investor to be an “accredited investor.” Real estate related assets can include real estate, promissory notes secured by deeds of trust or mortgages, tax lien certificates, limited partnerships, limited liability companies, and more.
The “Build Back Better Act” (2021) continues to be advanced by the House Committee on Ways & Means, which may have a significant impact on your ability to use 1031 Exchanges, Self-Directed IRAs, and Individual 401(k) Plans. We’re Unravel the Mystery of the Proposed Tax Policy Changes Affecting 1031 Exchanges, Self-Directed IRAs, and Individual 401(k) Plans.
Email your 1031 Exchange, Self-Directed IRA, and/or Individual 401(k) Plan questions to ASK@exeterco.com and we’ll address them in our next episode.
Host:
William L. Exeter
Chief Executive Officer
Exeter Trust Company
(307) 222-8750
wexeter@exeterco.com
#TheExeterGroup #Exeter1031 #ExeterTrust #WilliamLExeter #1031Exchange #SDIRA #Individual401k
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EP 29 - Unraveling the Mystery of Choosing a 1031 Exchange Qualified Intermediary
Most 1031 Exchange Qualified Intermediaries have NO government or regulatory oversight. The industry just does not have a regulatory body that is authorized to oversee, license or regulate 1031 Exchange Qualified Intermediaries. Selecting a Qualified Intermediary for your 1031 Exchange transaction is complex and confusing. Qualified Intermediaries are not created equal. We demystify the due diligence needed for the careful selection of a 1031 Exchange Qualified Intermediary. Discussion includes a breakdown of the role of the Qualified Intermediary, identifying and evaluating the risks of using a Qualified Intermediary, technical issues, their internal policies, procedures and audit controls, the use of separated, segregated Qualified Trust Accounts, investment and safeguarding of client 1031 Exchange funds, errors and omissions insurance, fidelity bond coverage, financial institution insurance bond, suggested due diligence questions, and possible avenues to become licensed and regulated?
Email your 1031 Exchange questions to ASK@exeterco.com and we’ll address them in our next episode.
Host:
William L. Exeter
Chief Executive Officer
Exeter 1031 Exchange Services, LLC
(619) 239-3091
wexeter@exeterco.com
#TheExeterGroup #Exeter1031 #WilliamLExeter #1031Exchange #QualifiedIntermediary #QI #QualifiedTrustAccounts #QTA
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EP 26 - Unraveling the Mystery of Investing in Hard Money Loans inside Self-Directed IRAs
Hard money loans, private money loans, and other promissory notes secured by deeds of trust or mortgages can make great investments inside Self-Directed IRAs and Individual 401(k) Plans. What are hard money loans? Why would you invest in a hard money loan? How do you invest in a hard money loan inside your Self-Directed IRA? What are the risks of investing in hard money or private money loans and notes? Hard money loans and private money loans are often referred to as trust deeds, deeds of trust, mortgages, or simply as buying paper)?
Email your Self-Directed IRA and Individual 401(k) Plan or hard money loan questions to ASK@exeterco.com and we’ll address them in our next episode.
Host:
William L. Exeter
President and Chief Executive Officer
Exeter 1031 Exchange Services, LLC and Exeter Trust Company
(619) 239-3091
wexeter@exeterco.com
Special Guest:
Ted Przybylek
RanchoTed
(619) 647-1999
ted@ranchoted.com
#TheExeterGroup #ExeterTrust #WilliamLExeter #SelfDirectedIRA #Individual401k #SoloK #HardLoans #PrivateMoneyLoans #PromissoryNotes
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EP 24 - Unraveling the Mystery of Using Title Holding Trusts or Land Trusts
We unraveled the mystery of what Title Holding Trusts (Land Trusts) WILL DO in Episode 12 of Go Ahead, ASK, including the history, structure, parties involved, benefits, tax issues, financing considerations of holding real estate in Title Holding Trusts (Land Trusts), and we discussed what Title Holding Trusts (Land Trusts) WILL NOT DO. Today, we discuss how and why you would use a Title Holding Trusts (Land Trusts) with specific examples.
Email your Title Holding Trusts (Land Trusts) questions to ASK@exeterco.com and we’ll address them in our next episode.
Subscribe to our YouTube channel here: https://www.youtube.com/TheExeterGroupofCompanies/
Host:
William L. Exeter
President and Chief Executive Officer
Exeter 1031 Exchange Services, LLC and Exeter Trust Company
(619) 239-3091
wexeter@exeterco.com
#TheExeterGroup #ExeterTrust #WilliamLExeter #TitleHoldingTrusts #THT #LandTrusts
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EP 23 - Unraveling the Mystery of Buying Real Estate Inside Your Self-Directed IRA
Self-Directed IRAs and Individual 401(k) Plans are complicated and confusing and get even more complex when buying real estate related assets inside of the Self-Directed IRAs and Individual 401(k) Plans. Today we demystify how to buy real estate such as fee simple title (real estate), promissory notes secured by deeds of trust (generally referred to as Deeds of Trust), promissory notes secured by mortgages (generally referred to as Mortgages), tax lien certificates and entities such as LLCs, limited partnerships or corporations that own real estate inside of your Self-Directed IRAs and Individual 401(k) Plans.
Email your Self-Directed IRAs and Individual 401(k) Plans questions to ASK@exeterco.com and we’ll address them in our next episode.
Subscribe to our YouTube channel here: https://www.youtube.com/TheExeterGroupofCompanies/
Host:
William L. Exeter
President and Chief Executive Officer
Exeter 1031 Exchange Services, LLC and Exeter Trust Company
(619) 239-3091
wexeter@exeterco.com
#TheExeterGroup #ExeterTrust #WilliamLExeter #SelfDirectedIRA #Individual401k #SoloK
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EP22 - Unraveling the Mystery of the Closing & Settlement Process When Buying or Selling Real Estate
Buying and selling real estate can be complicated and confusing. Once you have signed a purchase and sale agreement for the purchase or sale of real property, are you prepared for the closing and settlement process? Who will handle the closing and settlement process? What exactly is the closing process? What are the roles of an escrow company, a title insurance company or a closing attorney? What is title insurance and who does it protect? Who pays for the various closing costs? We demystify these questions and more.
Email your escrow, title insurance, or closing process questions to ASK@exeterco.com and we’ll address them in our next episode.
Subscribe to our YouTube channel here: https://www.youtube.com/TheExeterGroupofCompanies/
Host:
William L. Exeter
President and Chief Executive Officer
Exeter 1031 Exchange Services, LLC and Exeter Trust Company
(619) 239-3091
wexeter@exeterco.com
Special Guest:
George Bosh
Oregon Escrow Services
(541) 530-0001
www.oregonescrowservices.com
#TheExeterGroup #Exeter1031 #ExeterTrust #WilliamLExeter #OregonEscrowServices #GeorgeBosch #1031Exchange #Escrow #RealEstate
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EP 21 - Unraveling the Mystery of Exit Strategies for Highly Appreciated Investment Real Estate
It’s easy to buy investment real estate. The tough part is deciding when to sell significantly appreciated investment property. Should you sell? When should you sell? What are your options if you do sell? Do you cash out and pay the taxes? Should you reinvest using a tax-deferred strategy? We demystify your options. Discussion includes a breakdown of the various tax strategies and investment options available to you. Should you just sell and pay your taxes or should you sell and structure a tax-deferred transaction such as a Seller Carry Back Note (Instalment Sale), 1031 Tax Deferred Exchange, 1033 Tax Deferred Exchange, Charitable Trust or a Qualified Opportunity Zone (QOZ) Investment Fund. If you structure a tax-deferred exchange, should you reinvest in active real estate or passive investment real estate and what type of real estate (asset classes) would be suitable for you?
Email your 1031 Exchange questions to ASK@exeterco.com and we’ll address them in our next episode.
Subscribe to our YouTube channel here: https://www.youtube.com/TheExeterGroupofCompanies/
Host:
William L. Exeter
President and Chief Executive Officer
Exeter 1031 Exchange Services, LLC and Exeter Trust Company
(619) 239-3091
wexeter@exeterco.com
Special Guest:
Doug Taber, CCIM
Keller Williams Realty
www.rentalpropertybroker.com
Aubrey Morrow, CFP
The Financial Advisors
www.moneytalkradio.com
#TheExeterGroup #Exeter1031 #ExeterTrust #WilliamLExeter #RentalPropertyBroker #DougTaber #TheFinancialAdvisors #AubreyMorrow #1031Exchange #DST #DelawareStatutoryTrust
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EP 20 - Unraveling the Mystery of 1033 Exchanges due to Involuntary Conversions
Unraveling the Mystery of 1033 Tax Deferred Exchanges due to Involuntary Conversions or Natural Disasters.
What now? How does this affect you from a tax perspective? What are your options?
Involuntary conversions of real estate such as eminent domain or even natural disasters do not have to end badly.
We’re going to unravel this mystery today on Go Ahead, ASK!
1033 Exchanges due to Involuntary conversions from an eminent domain action (condemnation) by a government agency or from a natural disaster such as a fire, flood, hurricane, tornado, mudslide or other act of God are complex and confusing. There is little guidance from the IRS on 1033 Tax Deferred Exchanges. We demystify what qualifies and what doesn’t when an involuntary conversion occurs, and you are faced with structuring a 1033 Exchange. Discussion includes compliance issues such as what kind of real or personal property qualifies for 1033 Exchange treatment, what types of replacement property would be classified as Qualified Use and Like-Kind, what deadlines are involved, what and how much do you have to reinvest to satisfy the reinvestment requirements, how cash or equity that is not reinvested is treated for tax purposes and how a 1033 Exchange is reported.
Email your 1033 Exchange questions to ASK@exeterco.com and we’ll address them in our next episode.
Subscribe to our YouTube channel here: https://www.youtube.com/TheExeterGroupofCompanies/
Host:
William L. Exeter
President and Chief Executive Officer
Exeter 1031 Exchange Services, LLC and Exeter Trust Company
(619) 239-3091
wexeter@exeterco.com
#TheExeterGroup #Exeter1031 #ExeterTrust #WilliamLExeter #1031Exchange #DST #DelawareStatutoryTrust #1033Exchange
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EP 19 - Stayin’ Alive in Your 45
The rules for identifying and acquiring qualified use and like-kind replacement properties in a 1031 Exchange transaction are complex and confusing. Your 1031 Exchange 45 calendar days identification deadline can be exceptionally challenging, especially in fast-paced real estate markets. Today we discuss qualified use and like-kind replacement property requirements, including the type of real estate assets (asset classes) that can be identified and acquired as part of your 1031 Exchange strategy. You will be surprised at some of the real properties that are considered like-kind and qualify for tax-deferred exchange treatment under Section 1031 of the Internal Revenue Code. Discussion includes critical issues such as demonstrating intent to hold for rental, investment or business use, definition of qualified use and like-kind replacement property, strategies for listing and selling your relinquished property and making offers and acquiring replacement properties in a challenging and fast-paced real estate market, active vs. passive ownership of real property, and the various real property classes that qualify for 1031 Tax Deferred Exchange treatment.
Email your 1031 Exchange questions to ASK@exeterco.com and we’ll address them in our next episode.
Subscribe to our YouTube channel here: https://www.youtube.com/TheExeterGroupofCompanies/
Host:
William L. Exeter
President and Chief Executive Officer
Exeter 1031 Exchange Services, LLC and Exeter Trust Company
(619) 239-3091
wexeter@exeterco.com
Special Guest:
Charles A. Jensen
Senior Vice President
Inland Securities Corporation
#TheExeterGroup #Exeter1031 #ExeterTrust #WilliamLExeter #InlandSecuritiesCorporation #CharlesJensen #CharlesAJensen #1031Exchange #DST #DelawareStatutoryTrust
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The Future of the 1031 Exchange - Legislative Update (June 2021)
The Future of the 1031 Exchange
Legislative Update
President Biden released The American Families Plan in late April 2021. Among many other changes, it includes provisions to:
Eliminate the 1031 Exchange on certain transactions.
Eliminate the step-up in cost basis on inherited properties for certain taxpayers.
Increase the top tax rate on the wealthiest Americans to 39.6 percent.
and more
This webinar will quickly update you regarding the changes that directly affect investment real estate contained in The American Families Plan. Join William L. Exeter, Chief Executive Officer, Exeter 1031 Exchange Services, LLC and Exeter Trust Company; Charles A. Jensen, Senior Vice President, Inland Securities Corporation; Dan Wagner, Senior Vice President of Government Affairs, The Inland Real Estate Companies.
To take action, visit these sites:
https://1031buildsamerica.org/
https://www.ipa.com/1031s/
Host:
Charles A. Jensen
Senior Vice President
Inland Securities Corporation
Panelist:
William L. Exeter
President and Chief Executive Officer
Exeter 1031 Exchange Services, LLC and Exeter Trust Company
wexeter@exeterco.com
Dan Wagner
Senior Vice President of Government Relations
The Inland Real Estate Companies
wagner@inlandgroup.com
#InlandSecuritiesCorporation #CharlesJensen #CharlesAJensen #DanWagner #TheExeterGroup #Exeter1031 #ExeterTrust #WilliamLExeter #1031Exchange #DelawareStatutoryTrust
Recorded: 2021.06.04
Stayin’ Alive in Your 45
STRATEGIES FOR LOCATING AND IDENTIFYING REPLACEMENT PROPERTY IN YOUR 45 DAY ID PERIOD
Are you having difficultly finding and identifying suitable replacement properties for your 1031 Exchange in your 45-calendar day identification period? Then this webinar Stayin' Alive in Your 45 is for you! Discussion will include qualified use and like-kind property requirements, including what type of real estate qualifies (asset classes). Join us to get identification strategies and ideas for your own 1031 Exchange.
Join William L. Exeter, Chief Executive Officer, Exeter 1031 Exchange Services, LLC and Exeter Trust Company and Charles A. Jensen, Senior Vice President, Inland Securities Corporation as they explore your strategies, options and choices for Stayin’ Alive in Your 45.
Host:
William L. Exeter
President and Chief Executive Officer
Exeter 1031 Exchange Services, LLC and Exeter Trust Company
wexeter@exeterco.com
Charles A. Jensen
Senior Vice President
Inland Securities Corporation
#TheExeterGroup #Exeter1031 #ExeterTrust #WilliamLExeter #InlandSecuritiesCorporation #CharlesJensen #CharlesAJensen #1031Exchange #DST #DelawareStatutoryTrust #RealEstate
Recorded: 2021.05.27
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EP 18 - Unraveling the Mystery of FIRPTA Withholding and 1031 Exchanges
1031 Exchange transactions are complex and confusing, especially when adding a foreign seller to the equation that falls under the mandatory Federal FIRPTA withholding requirements. Our guest expert Michael W. Brooks, Esq., helps us demystify the mandatory Federal FIRPTA withholding requirements when a 1031 Exchange is involved. Discussion includes a breakdown of who falls under the mandatory Federal FIRPTA withholding requirements, how much FIRPTA withholding is required, how to obtain a Certificate of Exemption to the FIRPTA withholding requirements, and how FIRPTA withholding can complicate a 1031 Exchange transaction.
Email your 1031 Exchange questions to ASK@exeterco.com and we’ll address them in our next episode.
Host:
William L. Exeter
President and Chief Executive Officer
Exeter 1031 Exchange Services, LLC and Exeter Trust Company
(619) 239-3091
wexeter@exeterco.com
Mark Turok
Business Development Office
Exeter 1031 Exchange Services, LLC
(619) 764-6332
mturok@exeterco.com
Special Guest:
Michael Brooks, Esq
DIRECTs
(760) 989-3413
michael@directsllp.com
#TheExeterGroup #Exeter1031 #ExeterTrust #WilliamLExeter #MarkTurok #DIRECTs #MichaelBrooks #1031Exchange #FIRPTA
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The Future of the 1031 Exchange - Featuring Evan M. Liddiard
The Future of the 1031 Exchange
Featuring Evan M. Liddiard, Director of Federal Tax Policy National Association of Realtors
With the changing political landscape, many are asking about the future of the 1031 exchange. Evan Liddiard, Director of Tax for National Association of Realtors, and an all-star industry panel will explore possible changes to the 1031 exchange and what to anticipate with an incoming Congress and Biden administration.
To take action, visit these sites:
https://1031buildsamerica.org/
https://www.ipa.com/1031s/
Host:
Charles A. Jensen
Senior Vice President
Inland Securities Corporation
Panelist:
William L. Exeter
President and Chief Executive Officer
Exeter 1031 Exchange Services, LLC and Exeter Trust Company
wexeter@exeterco.com
Steve Decker
Senior Vice President
IPX 1031
stephen.decker@ipx1031.com
Dan Wagner
Senior Vice President of Government Relations
The Inland Real Estate Companies
wagner@inlandgroup.com
Colin Cosgrove
Senior Vice President - Executive VP of National Sales Manager
Keith Lampi
President
Inland Private Capital
#InlandSecuritiesCorporation #CharlesJensen #CharlesAJensen #DanWagner #ColinCosgrove #KeithLampi #TheExeterGroup #Exeter1031 #ExeterTrust #WilliamLExeter #IPX1031 #Steve Decker #1031Exchange #DelawareStatutoryTrust
Recorded: 2021.01.29
Recorded: 2021.03.25
Recorded: 2021.03.25
Save the 1031 Exchange with Congressman David Schweikert
Save the 1031 Exchange with Congressman David Schweikert
Inland Security hosted an hour-long panel discussion with United States Congressman David Schweikert from the House Ways and Means Committee, the chief tax-writing committee of the United States House of Representatives, regarding the future of the IRS Section 1031 Exchange. Watch the following video to learn about the IRS Section 1031 Exchange, how the upcoming election may affect this important investment strategy, and ways in which it may be protected.
To take action, visit these sites:
https://1031buildsamerica.org/
http://www.ipa.com/1031s/
Host:
Charles A. Jensen
Senior Vice President
Inland Securities Corporation
Panelist:
William L. Exeter
President and Chief Executive Officer
Exeter 1031 Exchange Services
LLC and Exeter Trust Company
wexeter@exeterco.com
Steve Decker
Senior Vice President
IPX 1031
stephen.decker@ipx1031.com
Dan Wagner
Senior Vice President of Government Relations
The Inland Real Estate Companies
wagner@inlandgroup.com
Colin Cosgrove
Senior Vice President - Executive VP of National Sales Manager
Rahul Sehgal
Chief Investment Officer
Inland Private Capital
#InlandSecuritiesCorporation #CharlesJensen #CharlesAJensen #DanWagner #ColinCosgrove #RahulSehgal #TheExeterGroup #Exeter1031 #ExeterTrust #WilliamLExeter #IPX1031 #Steve Decker #1031Exchange #DelawareStatutoryTrust
Recorded: 2020.10.13
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The Future of the 1031 Exchange - Legislative Update (May 2021)
The Future of the 1031 Exchange
Legislative Update
President Biden released The American Families Plan in late April 2021. Among many other changes, it includes provisions to:
Eliminate the 1031 Exchange on certain transactions.
Eliminate the step-up in cost basis on inherited properties for certain taxpayers.
Increase the top tax rate on the wealthiest Americans to 39.6 percent.
and more.
This webinar will quickly update you regarding the changes that directly affect investment real estate contained in The American Families Plan. Join William L. Exeter, Chief Executive Officer, Exeter 1031 Exchange Services, LLC and Exeter Trust Company; Charles A. Jensen, Senior Vice President, Inland Securities Corporation; Dan Wagner, Senior Vice President of Government Affairs, The Inland Real Estate Companies; and other experts.
To take action, visit these sites:
https://1031buildsamerica.org/
http://www.ipa.com/1031s/
Host:
Charles A. Jensen
Senior Vice President
Inland Securities Corporation
Panelist:
William L. Exeter
President and Chief Executive Officer
Exeter 1031 Exchange Services, LLC and Exeter Trust Company
wexeter@exeterco.com
Greg Burns
Senior Vice President
IPX 1031
stephen.decker@ipx1031.com
Dan Wagner
Senior Vice President of Government Relations
The Inland Real Estate Companies
wagner@inlandgroup.com
#InlandSecuritiesCorporation #CharlesJensen #CharlesAJensen #DanWagner #TheExeterGroup #Exeter1031 #ExeterTrust #WilliamLExeter #IPX1031 #GregBurns #1031Exchange #DelawareStatutoryTrust
Recorded: 2021.05.06
EP 17 - Unraveling the Mystery of Delaware Statutory Trusts (DSTs)
1031 Exchange transactions are complex and confusing. Finding, identifying, and acquiring like-kind replacement property as part of a 1031 Exchange can be challenging. This episode explores the Delaware Statutory Trust (DST) as a replacement property option for 1031 Exchanges. Discussion will include the definition of a Delaware Statutory Trust, the structure of a Delaware Statutory Trust, why an investor would invest in a Delaware Statutory Trust, the benefits, risks, pros and cons of a Delaware Statutory Trust, and who can sell Delaware Statutory Trusts or DSTs.
Email your 1031 Exchange questions to ASK@exeterco.com and we’ll address them in our next episode.
Host:
William L. Exeter
President and Chief Executive Officer
Exeter 1031 Exchange Services, LLC and Exeter Trust Company
(619) 239-3091
wexeter@exeterco.com
Lauren Speidel
Regional Manager
Exeter 1031 Exchange Services, LLC
(630) 828-5200
lspeidel@exeterco.com
Special Guest:
Rob Johnson
Head of Wealth Management
REALIZED
(512) 871-0312
https://www.realized1031.com/about-us/rob-johnson
#TheExeterGroup #Exeter1031 #ExeterTrust #WilliamLExeter #LaurenSpeidel #REALIZED #RobJohnson #1031Exchange #LikeKind #DST #DelawareStatutoryTrust
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EP16-Unraveling the Mystery of Investing in Notes inside Self-Directed IRAs&Individual 401(k) Plans
Navigating the business of investing in promissory notes inside Self-Directed IRAs and Individual 401(k) Plans. What does that mean? What are the benefits of buying notes in a retirement account? How can you get started? Our guest describes it as “Dancing between property and paper.” Dawn Rickabaugh is the owner of NQ Capital (NoteQueen.com), a small, family-operated investment company that buys both property & paper. She buys seller-financed notes across the country and helps others get started investing in notes. She also buys & sells real estate in Carson City, Nevada (Reno-Tahoe area), and consults in real estate transactions that involve owner financing.
Self-Directed IRA and Individual 401(k) Plan account owners have become increasingly frustrated with Wall Street. Real estate investors want to invest in what they know, understand, and love – real estate. And yet, so many IRA Custodians only allow stocks, bonds, and mutual funds as investment vehicles. Investors want options, choices, especially when it comes to real estate. Investing in promissory notes secured by real estate – often referred to as buying paper – inside of a Self-Directed IRA and Individual 401(k) Plan is one such option. You can buy real estate, deeds of trust, mortgages, promissory notes and other “paper” inside Self-Directed IRAs and Individual 401(k) Plans. Join Dawn Rickabaugh and host Bill Exeter as they unravel this mystery today!
Email your Self-Directed IRAs and Individual 401(k) Plans questions to ASK@exeterco.com and we’ll address them in our next episode.
Host:
William L. Exeter
Chief Executive Officer, Chief Trust Officer and President
Exeter Trust Company
205 Storey Boulevard, Suite 200
Cheyenne, WY 82009
(307) 222-8750
wexeter@exeterco.com
Special Guest:
Dawn Rickabaugh
Owner
NQ Capital
Nevada
(775) 291-2009
support@notequeen.com
notequeen.com
#TheExeterGroup #ExeterTrust #WilliamLExeter #NoteQueen #DawnRickabaugh #PromissoryNote #SelfDirectedIRA #Individual401k
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EP 15 - Unraveling the Mystery of California Proposition 19
Property taxes get more and more complicated, especially in the state of California. California Proposition 19 was passed by voters in November 2020. Proposition 19 has significant effects on the transfer of real estate – both primary residences and rental or investment property – to children and grandchildren. Discussion includes how California Proposition 19 primary impacts current California property tax laws, including the Parent to Child (Prop 58), Grandparent to Grandchild (Prop 193) and Senior Exclusion from Reassessment (Prop 60 and Prop 90). Join expert guests Tony Krvaric, President and CEO, Krvaric Capital, and Jordan Marks, Esq., Taxpayer Advocate, San Diego County Assessor/Recorder/County Clerk for an in-depth discussion of California Proposition 19.
Email your questions to ASK@exeterco.com and we’ll address them in our next episode.
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EP 14 - Unraveling the Mystery of Commercial Real Estate in Illinois and Beyond
1031 Exchanges and commercial real estate investments are complex topics. Questions like what type of investment real estate should you buy? What geographic areas should you explore? What commercial real estate asset classes are doing well and those that are not doing well? We demystify these questions and focus on the commercial real estate investment markets in Illinois. Discussion includes commercial real estate investment areas/sectors in Illinois, asset classes/geographic areas seeing the most growth and those that are underperforming in Illinois, commercial real estate trends in Illinois and beyond, using Delaware Statutory Trusts (DSTs) in a real estate investors portfolio, and why investors might want to consider investing in commercial real estate in Illinois.
Email your 1031 Exchange and commercial real estate questions to ASK@exeterco.com and we’ll address them in our next episode.
Host:
William L. Exeter
President and Chief Executive Officer
Exeter 1031 Exchange Services, LLC and Exeter Trust Company
(619) 239-3091
wexeter@exeterco.com
Lauren Speidel
Regional Manager
Exeter 1031 Exchange Services, LLC
(630) 828-5200
lspeidel@exeterco.com
Special Guest:
Alex Ruggieri
CCIM, Licensed Real Estate Broker
SVN/Ramshaw Real Estate
(217) 841-4382
ruggieriteam.com
#TheExeterGroup #Exeter1031 #ExeterTrust #WilliamLExeter #LaurenSpeidel #SVN #RamshawRealEstate #AlexRuggieri
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EP 13 - Unraveling the Mystery of Net Lease Properties (NNN)
1031 Exchange transactions are complex and confusing, especially when trying to locate, identify and acquire like-kind replacement properties for your 1031 Exchange. Investors often get tired of property management headaches and look for passive income properties such as net lease properties (NNN or Triple Net Lease Properties). Podcast discussion includes a breakdown of what is a net lease property, types of net lease properties such as net lease, net-net lease, triple net lease, absolute net lease, ground lease, and more, examples of tenants and analysis of tenants, lease guarantees, and net lease analysis as an investment or replacement property for your 1031 Exchange.
Email your 1031 Exchange or Net Lease Property questions to ASK@exeterco.com and we’ll address them in our next episode.
Subscribe to our YouTube channel here: https://www.youtube.com/TheExeterGroupofCompanies/
Host:
William L. Exeter
President and Chief Executive Officer
Exeter 1031 Exchange Services, LLC and Exeter Trust Company
(619) 239-3091
wexeter@exeterco.com
Special Guest:
Joel Owens
Owner
NNN Invest
nnninvest.com
#TheExeterGroup #Exeter1031 #ExeterTrust #WilliamLExeter #NNNInvest #JoelOwens #NNN #TripleNetLease
22
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EP 12 - Unraveling the Mystery of Title Holding Trusts (Land Trusts)
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 ASK@exeterco.com and we’ll address them in our next episode.
Subscribe to our YouTube channel here: https://www.youtube.com/TheExeterGroupofCompanies/
Host:
William L. Exeter
Chief Executive Officer, Chief Trust Officer and President
Exeter Trust Company
(307) 222-8750
wexeter@exeterco.com
#TheExeterGroup #ExeterTrust #WilliamLExeter #TitleHoldingTrust #LandTrust #FloridaLandTrust #IllinoisLandTrust
34
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EP 11 - Unraveling the Mystery of Delaware Statutory Trusts or DSTs
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 ASK@exeterco.com and we’ll address them in our next episode.
You can RSVP for the webinar here: http://www.exeter1031.com/Seminars.aspx
Host:
William L. Exeter
President and Chief Executive Officer
Exeter 1031 Exchange Services, LLC and Exeter Trust Company
(619) 239-3091
wexeter@exeterco.com
Lauren Speidel
Regional Manager
Exeter 1031 Exchange Services, LLC
(630) 828-5200
lspeidel@exeterco.com
Special Guest:
Daniel Raupp
Co-Founder and Managing Partner
Fortitude Investment Group
(631) 474-1610 ext. 130
draupp@fortitudeinvestments.com
fortitudeinvestments.com
#TheExeterGroup #Exeter1031 #ExeterTrust #WilliamLExeter #LaurenSpeidel #FortitudeInvestmentGroup #DanielRaupp #1031Exchange #LikeKindaExchange #DST #DelawareStatutoryTrust
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EP 10 - Unraveling the Mystery of Self-Directed IRAs – An Introduction to SDIRAs
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 ASK@exeterco.com and we’ll address them in our next episode.
Subscribe to our YouTube channel here: https://www.youtube.com/TheExeterGroupofCompanies/
Host:
William L. Exeter
President and Chief Executive Officer
Exeter 1031 Exchange Services, LLC and Exeter Trust Company
(619) 239-3091
wexeter@exeterco.com
#TheExeterGroup #Exeter1031 #ExeterTrust #WilliamLExeter #SDIRA #SelfDirected #SelfDirectedIRA #IRACustodian #AlternativeInvestments #ExeterTrust #ExeterTrustCompany #DeedsofTrust #Mortgages #RealEstate #TaxLiens
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EP 09 - Unraveling the Mystery of 1031 Exchanges – “Failed 1031 Exchanges”
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 ASK@exeterco.com and we’ll address them in our next episode.
Subscribe to our YouTube channel here: https://www.youtube.com/TheExeterGroupofCompanies/
EP 07 - Unraveling the Mystery of “Qualified Opportunity Zone Investment Funds”
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 ASK@exeterco.com and we’ll address them in our next episode.
Follow our Facebook page here: https://www.facebook.com/GoAheadAskExeter/
Host:
William L. Exeter
President and Chief Executive Officer
Exeter 1031 Exchange Services, LLC and Exeter Trust Company
(619) 239-3091
wexeter@exeterco.com
Special Guest:
David Levinson
American Trust Investment Services, Inc.
(949) 903-3455
levinsonsmith@amtruinvest.com
#TheExeterGroup #Exeter1031 #ExeterTrust #WilliamLExeter #AmericanTrustInvestment #DavidLevinson #1031Exchange #OpportunityZone #QualifiedOpportunityZoneInvestment