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.

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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

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