Ep 90 - Mastering 1031 Exchange • Exit Strategies

Curious about how an exit strategy works? Our guest shares the nuances and benefits of options to let go of responsibilities. For investors with income producing real estate. DST vs REIT explained, and Ultimate Exit Strategy: Leaving your investments with your heirs. Milissa Ormiston-Hall, A Qualified IPES Intermediary [QI], Investment Property Exchange Services, INC. 503-367-6701 Milissa.Ormiston@ipx1031.com http://www.ipx1031.com/ormiston Contact Judy Casad Real Estate to work with you on selling your investment - start planning today... Mastering 1031 Exchange episodes with Milissa for a tax deferral opportunity Ep 87 - Mastering 1031 Exchange For Real Estate Investors Ep 90 - Mastering 1031 Exchange • Exit Strategies Ep 91 - Mastering 1031 Exchange • Short-Term Rental • Duplex Strategies Ep 93 - Mastering 1031 Exchange • The Reverse Exchange Ep 95 - Mastering 1031 Exchange • Vacant Land • Farm Strategies Skip to what you need to know: Episode Summary :46 – Investor's Introduction to 1031-Exit Strategy 3:08 – Letting responsibilities go and options presented 3:58 – Delaware Statutory Trust (DST) benefit explained 4:11 – DST vs REIT (Real Estate Investment Trust) 4:52 – Ultimate exit strategy – Step-up-in-basis 5:05 – Estate evaluation 5:39 – Capital Gain vs Estate Taxes 15:39 – Consult with QI and Financial Advisor Support us by sharing this Podcast with people you know ~ We appreciate and value your comments to bring you information that resonates with you... and keep this Podcast alive! Track your home's value and discover ways to leverage your equity. Check out your complimentary Home Digest My clients love it! Check out your complimentary Market Explorer – Watch neighborhoods you are interested in potentially investing in property. C ompletely free of charge with no obligation! Don't miss out on other helpful tips for homeownership. Visit the Category that resonates with your life today Home Improvement Maximize investment, Smart maintenance to-do's Buying To Invest What to look for, Property Search , Get Pre-Approved! Selling Property Home or Land, Senior adults downsizing, Value Report Homeowners Best Moves Bonus episodes about Financial Planning, Market Updates, Trailers about the show and interviews with Real Estate Brokers. FOLLOW anywhere you find your favorite Podcast - Search for Homeowners Best Real Estate Moves The show will stay in your Show Library for easy access while traveling Listen to Audio Player on your computer: click here Facebook Page Homeowners Best Real Estate Moves Listen on your computer Podcast.JudyCasad.com Send me your feedback , questions and topic suggestions. Who knows? You just might be a guest on our next show! Your Go-To Podcast! Created for Property Owners - to maximize your investment - even if you do not plan to sell. Selling your home tips. Buyers learn many aspects of home ownership and the buying process. Senior adults learn about downsizing and financial support. Guests offer sound advice, tips and experience. Your Host, Judy Casad Real Estate | ABR, SRES, Top Producer, Certified Negotiator, Member of Multi-Million Dollar Club of Lane County, Affiliated with Windermere Real Estate, Lane County, Licensed to help you Buy or Sell in the State of Oregon. Call Judy to start planning your next move! 541-968-2400 judy@windermere.com - www.judycasad.com HOMEOWNERS: SHOULD YOU SELL - Anywhere in the United States! Get a better understanding of your selling position through the 'Should You Sell' feature. Sell at the right time. There's so much that goes into this decision, whether your market is in demand, how much appreciation you've had in your property over time, and of course the equity position and how much you could be making from the sale of your property… If you have questions or if you're interested in potentially listing your home, connect with me by giving me a call or text and I'll be happy to send you an analysis to help you make good decisions. Smart Moves For Homeowners! Kn

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