Go Ahead, ASK! Podcast

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.

Permissible vs. Non-Permissible 1031 Exchange Expenses 1031 Exchange transactions are complex and confusing. We demystify what qualifies and what doesn’t. Discussion includes a breakdown of what permissible 1031 Exchange expenses are, what non-permissible 1031 Exchange expenses are, and how to avoid creating taxable boot by inadvertently paying non-permissible 1031 Exchange expense out of your relinquished property sale proceeds? Email your 1031 Exchange questions to ASK@exeterco.com and we’ll answer them in the next podcast.

Unraveling the Mystery of 1031 Exchanges – “The Taxpayer” 1031 Exchange transactions are complex and confusing. We demystify what qualifies and what doesn’t. Discussion includes whether you have to own your relinquished property sold and your replacement property acquired in the exact same name in a 1031 Exchange? Email your 1031 Exchange questions to ASK@exeterco.com and we’ll answer them in the next podcast.

Unraveling the Mystery of 1031 Exchanges – Part 2. Exchange transactions are complex and confusing. We demystify what qualifies and what doesn’t. Discussion includes how and when to identify replacement properties, how much do you have to reinvest, permissible and non-permissible 1031 Exchange expenses, partial 1031 Exchanges, and more. Email your 1031 Exchange questions to ASK@exeterco.com and we’ll answer them in the next podcast.

Real Estate Values to be Hit Hard by California Propositions 15 and 21 There are two propositions on the California General Ballot in November 2020 that could have a significant impact on real estate values. California Propositions 15 and 21. California Proposition 15 – Tax on Commercial and Industrial Properties for Education and Local Government Funding Initiative. California Proposition 21 – Local Rent Control Initiative. Our panel of experts, including Bill Exeter, Chief Executive Officer, Exeter 1031 Exchange Services, LLC and Exeter Trust Company; Mark Turok, Business Development Officer, Exeter 1031 Exchange Services, LLC and Exeter Trust Company; Doug Taber, CCIM, Rental Housing Group, Keller Williams Realty; Carl DeMaio, Chairman of Reform California; and Molly Kirkland, Southern California Rental Housing Association; will discuss the real issues and purpose hidden behind California Props 15 and 21 and the horrible impact they each could have on real estate values in California if passed in November. Email your 1031 Exchange questions to ASK@exeterco.com and we’ll answer them in the next podcast.

1031 Exchanges Threatened Again Presidential candidate Joe Biden has announced he intends to eliminate 1031 Exchanges should he become President. Hosts Bill Exeter and Lauren Speidel discuss with Daniel Wagner, Senior Vice President, Government Relations, with The Inland Real Estate Group, LLC the proposal to eliminate 1031 Exchanges and the effect it would have on the real estate industry and the U.S. economy. Email your 1031 Exchange questions to ASK@exeterco.com and we’ll answer them in our next Podcast.

Unraveling the Mystery of 1031 Exchanges – Part I. 1031 Exchange transactions are complex and confusing. We demystify what qualifies and what doesn’t. Discussion includes how to choose a Qualified Intermediary, what qualifies for tax-deferred exchange treatment under Section 1031, Qualified Trust Accounts, and what properties are considered like-kind. Email your 1031 Exchange questions to ASK@exeterco.com and we’ll answer them in Part II.