1031 Exchange Step By Step Case Study

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  • Опубліковано 29 лис 2024

КОМЕНТАРІ • 86

  • @CommercialPropertyAdvisors
    @CommercialPropertyAdvisors  Рік тому +1

    Learn how to build wealth in real estate using a 1031 Exchange through our Protege Program: www.commercialpropertyadvisors.com/protege-program

  • @dexteryoon8892
    @dexteryoon8892 10 місяців тому +1

    Peter, Very Helpful! Your video provides Easy Explanation to understand complicating tax issues. 👍

  • @tiachan59
    @tiachan59 Рік тому +1

    The most clear explanation I have found on YT. Answered my lingering questions. Thank you!

  • @photojournalist1194
    @photojournalist1194 4 роки тому +12

    Peter, you ate a truly a great talented teacher. Thank you for your clear way of teaching us.

  • @nguye1971
    @nguye1971 2 роки тому +2

    Awesome tutorial. Thank you. What if you identified the replacement property, but cannot close due to unexpected issues or was outbid? Any good strategy used to ensure that you don’t fail the exchange rules? Thx

  • @ericeverson5956
    @ericeverson5956 3 роки тому

    Best 1031 explanation I have ever seen. Thanks Peter for this video.

  • @marvalaurie8760
    @marvalaurie8760 Рік тому

    THE INFO IS INVALUABLE HOWEVER I WOULD HAVE TO GO TO BED AND CONTINUE. TOMORROW. YOU ARE A GREAT MENTOR, TEACHER. I NEED TO DOWNLOAD THIS SESSON

  • @ELconomics101
    @ELconomics101 5 років тому +13

    I was just saying it would be cool if you did a video on 1031 and here we are lol

  • @koled354
    @koled354 4 роки тому +2

    Hey, great video! From what I understand the Depreciation does not restart especially if you have maximized your total depreciation, which for the single-family home is 27.5 years, and for the commercial building it is 39 years. So the original adjusted basis is what the depreciation is based upon. Please help me understand your situation. Thanks!

  • @LearnHustleGrow
    @LearnHustleGrow 4 роки тому

    Perfect! Exactly what I needed!

  • @3AmericanPie
    @3AmericanPie Рік тому

    TO START, IF YOU BUY YOUR 1ST RENTAL HOME, HOW LONG OR SOON CAN YOU SELL THAT SAME PROPERTY TO DO A 1031? DOES IT HAVE TO GROW EQUITY MEANING HAVE TO HOLD ON TO THAT 1ST PROPERTY FOR YEARS?
    GREAT VIDEO-- !🎉

  • @RICKDOEZ1
    @RICKDOEZ1 5 років тому +1

    Can you make a video of how to pay of a property in 7 years. I have a hard time understanding it from so many view points but you make everything much simpler!

  • @jessejamesjohnston
    @jessejamesjohnston Місяць тому

    You're a great teacher, thank you. I had a question in determining the "profit/gain". If I purchased a home at $500,000 with 30% down, and then sell it for $1,000,000 does my gain start at the $500,000 OR my loan amount of $350,000? I understand there is a calculation for upgrades , commission, and closing costs to offset some of that. Thanks in advance!

    • @CommercialPropertyAdvisors
      @CommercialPropertyAdvisors  22 дні тому

      Your gain in a 1031 exchange is calculated based on the purchase price of the original property, not the loan amount.

  • @J3ff415
    @J3ff415 5 років тому +3

    Hi Petter I’m very interested in getting into the commercial investing as well as becoming one of your students .. how do I go about that ?? Pls and thank you

  • @marvalaurie8760
    @marvalaurie8760 Рік тому

    I AM RENTING. SEEMS LIKE I MUST BUY SINGLE FAMILY HOME FOR EQUITY. GOODNIGHT BEDTIME WILL CONTINUE TOMORROW. THANK YOU SO VERY MUCH. GOD BLESS .
    THERE’S NO WAY TO COPY THIS INFO. I MUST PURCHASE THE BOOK

  • @Pseudify
    @Pseudify 10 місяців тому

    12:50. When calculating profit from the relinquished property, shouldn’t you also subtract the down payment you paid when purchasing that property? I assume that amount is not taxed as cap gains, so why would it be included in profit?
    20:27. Also, wouldn’t another benefit of this scenario be that the depreciation is not just reset, but actually greater than before? So your AGI is now smaller due to a higher cost-basis, no?

  • @jaypaladin-havesmartswilll5508
    @jaypaladin-havesmartswilll5508 3 роки тому

    Very informative video. This video was done in the best method for me, a person with some basics of real estate investment to understand.

  • @LavenderChocolates
    @LavenderChocolates 3 роки тому

    thank you for making commercial real estate easy to understand. very helpful. I have my reator license and not successful at getting clients and Im not really a agressive sales person. Maybe commercial will be more interesting then residential

  • @willcanbe
    @willcanbe Рік тому

    WOOWOO YEAH BABY PETER HARRIS KEEP UP THE GOOD WORK!!!!!!!

  • @joshbenjamins
    @joshbenjamins 5 років тому +1

    Can I do a 1031 Exchange of my single family home and use the proceeds to purchase an apartment building with partners or syndications? Would I have to purchase an apartment complex by myself?

  • @rosacontreras6161
    @rosacontreras6161 2 роки тому

    Thank you! Great information

  • @briank680
    @briank680 Рік тому

    Thank you for this video it is excellent nicely explained extremely helpful again thank you.

  • @nat.serrano
    @nat.serrano 2 роки тому

    All sounds beautiful. But where can I find a 16 unit building for 750?????

  • @basimahknowshow
    @basimahknowshow 4 роки тому

    Love your book on commercial real estate for beginners

  • @sambapasola3659
    @sambapasola3659 5 років тому +4

    Great video! If I have a 200k property with 50% equity and want to move the proceeds into a 1mn property would that be allowed to buy this by adding cash for the down payment?

    • @CommercialPropertyAdvisors
      @CommercialPropertyAdvisors  5 років тому +4

      Yes

    • @natimarivelez
      @natimarivelez 3 роки тому

      my grandma lived in our family home for over 50 years. In 2014, my grandpa transferred the deed into my name for $1. To avoid capital gains, can I do a 1031 exchange if I had tenants in the basement (claim it as investment property) while my grandma was also living there? I was not living there when we had tenants.

  • @shaneaaron179
    @shaneaaron179 3 роки тому

    You have to reduce the amount of the old properties capital gain from the amount of the new property for depreciation basis in the new property right?

  • @eronjordan7143
    @eronjordan7143 2 роки тому

    Hey Peter,
    I have some private investors(family ) that I need to pay off when I sell my house, do I have to move all of my equity into the 1031 exchange? I need about 30% of my equity to pay them back. Thanks

  • @michaelking42
    @michaelking42 5 років тому +2

    I really enjoy your videos Peter, but can I suggest a lapel microphone? Sound quality isn't great (content on the other hand is superb!). Please keep up with your informative videos, and thank you very much!

  • @johnmartelottiSINY
    @johnmartelottiSINY 2 роки тому

    brilliant strategy

  • @jaytrg
    @jaytrg 4 роки тому

    Great explanation. Thank you.

  • @terrencesatterfield9610
    @terrencesatterfield9610 3 роки тому

    If you own an investment property 50/50 w/ a sibling partner, can you sell and use a 1031 exchange to transfer only your proceeds (50%) into another property?

  • @jimmytrile459
    @jimmytrile459 3 роки тому

    Hi. So what happens if you net more than or less than 25% profit? Say if have 35% are you required to put down the whole 35% ? If not than what happens to the 10%?

  • @flying4thrills
    @flying4thrills 5 років тому

    Great video Peter, Thanks! Did you have any depreciation recapture issues to deal with on the sale of the SFR?

  • @dronesphere1
    @dronesphere1 2 роки тому

    Great info! Do you have students in Los Angeles?

  • @Jeff-bl1rz
    @Jeff-bl1rz 3 роки тому

    I have a rental house in California that I manage myself with 500 K equity. I feel California is at the top of the market. Are there reputable companies that assist with buying one or multiple properties in up and coming markets in other states? Do these companies charge a one time advisor fee, or ongoing management fees or both? What is your opinion of 1031 into a DST?

  • @dianemai7439
    @dianemai7439 4 роки тому

    How is the property gain tax being applied when you sell a relinquished property and purchase 2 replacement properties?

  • @geoscapes7082
    @geoscapes7082 5 років тому

    If you sell your personal home free of capital gains, can you use the proceeds to buy an investment property?

  • @feruonlinestore4377
    @feruonlinestore4377 4 роки тому

    Great teacher! Wonderful video. I would want to know if the 1031 exchange can be implemented in other region of the world like Europe, Asia, Africa

  • @virginiatoupinkunze8521
    @virginiatoupinkunze8521 3 роки тому

    Thank you - great video

  • @mthokomashabane1696
    @mthokomashabane1696 4 роки тому

    Hi Peter, Does this 1031 exchange rule also applies to creative financing? I have noticed you are talking about 180 days taking a mortgaged? Please explain.

  • @vac2695
    @vac2695 3 роки тому

    Can I sell foreign & buy another foreign properrty do I need to report or have to use 1031 exchange?

    • @CommercialPropertyAdvisors
      @CommercialPropertyAdvisors  3 роки тому +1

      1031 Exchange is a US IRS code. You'll need to talk to your tax advisor as it pertains to non-US real estate.

  • @martinedwards7607
    @martinedwards7607 Рік тому

    I'm just asking what if you’re buying a 1031 Exchange property 16 bedroom building for the first time, what do I do, Sir? ☺️😊🤔

  • @TheBopbopbi
    @TheBopbopbi 3 роки тому

    Great video. Thank you ❤️

  • @zero9nine
    @zero9nine 5 років тому

    Is the amount that you move froward to the new deal the difference of what you bought your property for vs. what you sell it for? Or, the equity that you have in the property?
    Thanks
    John

    • @CommercialPropertyAdvisors
      @CommercialPropertyAdvisors  5 років тому +1

      If you don't file a second mortgage of the down payment when you originally purchased, when you organize your 1031, the intermediary will include your original down payment as well.

  • @foreverraining1522
    @foreverraining1522 2 роки тому

    I thought the 1031 had to be "like kind," so how is trading 5 small rentals for a big mix-used building with a starbucks "like kind"

  • @dirtysouthceo3856
    @dirtysouthceo3856 5 років тому +2

    This was a great video. How can I become one of your students? BTW I love your book!

  • @sarahcastelli6161
    @sarahcastelli6161 3 роки тому

    you with feerdom let me know if we are closing

  • @kevinwaller6796
    @kevinwaller6796 4 роки тому

    Most Excellent!

  • @darith770
    @darith770 5 років тому +1

    Do you have to pay back the depreciation after selling the first property?

    • @CommercialPropertyAdvisors
      @CommercialPropertyAdvisors  5 років тому +5

      If you continue to 1031 from property to property, you'll never have to pay any capital gains taxes nor will there be any depreciation recapture. However, if you ever sell (without doing a 1031), then there will be depreciation recapture.

    • @dannymcclinton3761
      @dannymcclinton3761 3 роки тому

      @@CommercialPropertyAdvisors Thank you for the great content, I had a question... In your example with the single-family house, the original down payment that was put on the single-family house, would that have to get rolled into the new property? Being that it's not technically profit

  • @marvalaurie8760
    @marvalaurie8760 Рік тому

    THANKS FOR THE VERY VALUABLE INVESTMENT IDEA. WITH. A SBA LOAN I CAN FIND OUT HOW TO GET A LOAN TO PARK RVS MOBILE VEHICLES. BUT HOW CAN I. DO THIS WITHOUT COLLATERAL OR A HOME. MAYBE TAX LIEN PROPERTIES? I CAN ACQUIRE A HOME FOR COLLATERAL FOR RV PARK RV RENTALS?

  • @balrajvishnu
    @balrajvishnu 4 роки тому

    Ur videos are great, where to look for commercial real estate property, what is the starting point ?

  • @tomwodavi5124
    @tomwodavi5124 5 років тому

    Is there a 1031 equivalent in Canada?

  • @stayblackinamerica.263
    @stayblackinamerica.263 2 роки тому

    I want to sale small grocery store, with a mortgage, and high taxes in Washington DC, worth 3.5 million, into four properties, with no mortgage, and increased income by 45 percent.

  • @sarahcastelli6161
    @sarahcastelli6161 3 роки тому

    we are closing down the shoolls for a cove 19 out

  • @chinhtran896
    @chinhtran896 3 роки тому

    Thank you for the education, it is extremely valuable. I have a question that hopefully you can answer. I purchase a rental in California in 2019 for $470, sold it for $569K and I did a 1031. I want to buy a million dollar home with a partner where the partner will own 30% which is 300K and I own 70% which is $700K, is this possible to do this?

  • @corteyd8785
    @corteyd8785 2 роки тому

    Great

  • @Frogskinman
    @Frogskinman Рік тому

    Do you pay tax on the cash flow ?

  • @mskeakitty
    @mskeakitty 4 роки тому

    Why can't I sell what used to be my residence (over 5 years ago) to buy a new residence if currently renting in a different state?

    • @CommercialPropertyAdvisors
      @CommercialPropertyAdvisors  4 роки тому +1

      You passed the "primary residence 2 out of the last 5 years" rule and so therefore, when you sell your rental property (your former residence), you have to pay capital gains taxes. Further, you can't do a 1031 into a primary residence.

  • @beautyandplay
    @beautyandplay 4 роки тому

    What happens if the three properties you identify get sold before you can close on any one of them?

  • @musclemanmovingpianoexpert9962
    @musclemanmovingpianoexpert9962 5 років тому

    What about developing from scratch? Can I sell a property and 1031 exchange it in a new build?

  • @MichaelBarayev
    @MichaelBarayev 4 роки тому

    Is it smart to go into a JV as your first deal?

  • @chantzireland909
    @chantzireland909 4 роки тому +1

    Where are you finding a property thats cashflowing 33k a year at only 750k..?
    A 9 cap is solid

  • @juanjome2
    @juanjome2 4 роки тому

    How do you protect this asset in case of an incident or you been sued?

    • @CommercialPropertyAdvisors
      @CommercialPropertyAdvisors  4 роки тому +1

      Can you be more specific? What asset?

    • @juanjome2
      @juanjome2 4 роки тому

      My personal assets or my properties under the 1031, and how can set this properties under a LLC?

  • @beowulf555
    @beowulf555 3 роки тому

    Where do you get 16 Apartments for $750k?

  • @NiceandEasyASMR
    @NiceandEasyASMR 3 роки тому

    45 days isn't very long to identify. I wish it was 90 days

  • @brennanrichardson4711
    @brennanrichardson4711 5 років тому

    Could I have a $500,000 house and exchange into two $300,000 houses?

  • @marvalaurie8760
    @marvalaurie8760 Рік тому

    SEE YOU TOMORROW. THANKS SO MUCH. I AM LEARNING A LOT, I AM A DIABETIC MUST GO TO BED.

  • @scalderafy
    @scalderafy 3 роки тому

    Great explanation. Thank you.