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Utilizing a 1031-Exchange to Gift Your Heirs More Property #realestate #1031exchange
Utilizing the 1031-Exchange to Gift Your Heirs More Property. A Common Strategy Utilized by Experienced Investors.

💡 Discover the Power of 1031 Exchanges! 🏢✨

One of IPX’s clients in El Segundo was ready to sell his large office building, worried that his three sons might clash over the inheritance. Instead of cashing out, they suggested a smarter route: sell the building, do a 1031 exchange, and let each son pick their own property within a set budget.

🌟 The Result: Each son chose a property, reducing potential conflicts and setting them up for success. The properties were placed in trusts, making each son a beneficiary and trustee. This way, when the father passes, the sons inherit their chosen properties with a step-up in basis, eliminating taxes and family disputes.

📈 Why It Worked: Allowing each son to pick their own property ensured fairness and personal accountability. If one property outperforms another, it’s no one’s fault but the son who chose it.

Link to the full video: https://youtu.be/dfawO-71cqc

Contact:
Greg Burns
Senior Vice President
Investment Property Exchange Services, Inc. (IPX1031)
(626) 233-2773
https://ift.tt/bga4vJG

#RealEstate #1031Exchange #SmartInvesting #FamilyFirst #EstatePlanning #WealthManagement #PropertyInvestment #FinancialFreedom
via YouTube 

1031-Exchange Rule 3: The 95% Exception #realestate #realestateinvesting #1031exchange
The Various Strategies to Utilize in a 1031-Exchange. Did You Know This Option?

📊 Diving deeper into 1031 exchange rules! 🏢 The rarely used Rule Three, known as the 95% Exception, allows flexibility in property identification:

✨ You can identify any number of properties without value restrictions.
✨ However, you must purchase at least 95% of the total value of what you’ve identified.

This rule is uncommon due to its stringent purchase requirement. For most scenarios:

Selling one property and buying one property? Consider the Three Property Rule.
Selling one property and diversifying? Opt for the 200% Rule.
Navigating these rules with a strategic approach ensures compliance and maximizes your investment potential. 🌟

Link to the full video: https://youtu.be/dfawO-71cqc

Contact:
Greg Burns
Senior Vice President
Investment Property Exchange Services, Inc. (IPX1031)
(626) 233-2773
https://ift.tt/cEvnLyp

#1031Exchange #RealEstateInvesting #TaxStrategy #PropertyDiversification
via YouTube 

The 3 Key Rules of a 1031-Exchange #realestate #realestateinvesting #1031exchange #1031explained
The Three Key Rules of a 1031-Exchange. The Flexibility Lies Within The Confines of These Rules.

🏢 Understanding 1031 exchange rules for property identification is crucial! 📜 You have flexibility with three key rules:

1️⃣ Three Property Rule: Identify up to three properties, regardless of their total value.
2️⃣ 200% Rule: Identify any number of properties as long as their combined value does not exceed 200% of the property you sold.
3️⃣ Stay tuned…

These rules offer strategic options whether you’re focusing on a single investment or diversifying your portfolio. Remember, careful planning within the 45-day window is key to optimizing your exchange. 🌟

Link to the full video: https://youtu.be/dfawO-71cqc

Contact:
Greg Burns
Senior Vice President
Investment Property Exchange Services, Inc. (IPX1031)
(626) 233-2773
https://ift.tt/a9dtVOu

#1031Exchange #RealEstateInvesting #TaxStrategy #DiversifyYourPortfolio
via YouTube 

Why Risk an IRS Audit? #realestate #1031exchange #irsaudit #realestateinvesting #irs
Why Risk an IRS Audit? Choose a Company That Will Protect You From Liability.

🚫 Beware of the risks in 1031 exchanges! ⚠️ Choosing a reputable accommodator is crucial. Some may promise flexibility with timelines, but altering dates or backdating documents can lead to severe consequences, including IRS scrutiny and potential disqualification of your exchange. Trustworthiness and compliance are non-negotiable when securing your financial future. Choose wisely, choose integrity. 🌟

Link to the full video: https://youtu.be/dfawO-71cqc

Contact:
Greg Burns
Senior Vice President
Investment Property Exchange Services, Inc. (IPX1031)
(626) 233-2773
https://ift.tt/DdmLCJ1

#InvestmentIntegrity #1031Exchange #TaxCompliance #ChooseWisely
via YouTube 

Planning is key in the 1031 exchange process! ⏳ #realestate #1031exchange #realestateinvesting
Do Not Enter a 1031-Exchange Blindly. Understand the Timelines and Requirements.

📅 Planning is key in the 1031 exchange process! ⏳ Understand the critical timelines: Within 45 days of closing escrow, you must identify a replacement property. This phase demands foresight and strategy to ensure your exchange is seamless and compliant. Don’t wait until the last minute—prepare with a solid, executable plan to navigate the market effectively. Your success hinges on proactive planning! 🌟

Link to the full video: https://youtu.be/dfawO-71cqc

Contact:
Greg Burns
Senior Vice President
Investment Property Exchange Services, Inc. (IPX1031)
(626) 233-2773
https://ift.tt/DdmLCJ1

#1031Exchange #InvestmentStrategy #RealEstatePlanning #PlanAhead
via YouTube 

Choosing the Right 1031 Exchange Accommodator is Crucial #realestate #1031exchange
In A 1031-Exchange You Personally Never Touch the Proceeds… You Can Rest Assured That Your Money is Safe.

💼 Choosing the right 1031 exchange accommodator is crucial for safeguarding your investment. 🛡️ With IPX, you’re not just paying for a service — you’re securing peace of mind. Backed by 27 years of expertise and the robust support of Fidelity National Financial, we offer unparalleled protection with a $50,000,000 performance guarantee, $100,000,000 fidelity bond, and $30,000,000 in omissions coverage. Trust in experience, reliability, and a commitment to ensuring your exchange is handled with utmost care. Your investment deserves nothing less. 🌟

Link to the full video: https://youtu.be/dfawO-71cqc

Contact:
Greg Burns
Senior Vice President
Investment Property Exchange Services, Inc. (IPX1031)
(626) 233-2773
https://ift.tt/F4ysdwi

#1031Exchange #InvestmentSecurity #RealEstateExpertise #ChooseWisely
via YouTube 

Unlocking the Power of 1031 Exchanges #realestate #realestateinvesting #1031exchange
Why The Right Accomodator Matters in a 1031-Exchange… An Experienced Intermediary Makes the Process Smooth.

💼 Unlocking the power of 1031 exchanges with IPX! 🏢💰 When selling property, ensure compliance and maximize your investment potential by working with a qualified intermediary like IPX. IPX keeps your funds secure in escrow, navigating the exchange process seamlessly so you can identify and close on your next property without the hassle of handling funds directly. Let’s optimize your investments together! 🌟

Link to the full video: https://youtu.be/dfawO-71cqc

Contact:
Greg Burns
Senior Vice President
Investment Property Exchange Services, Inc. (IPX1031)
(626) 233-2773
https://ift.tt/07yEvRi

#1031Exchange #InvestmentStrategy #QualifiedIntermediary #RealEstateInvesting
via YouTube