What happens when your sale gets delayed, your replacement property is ready to close, and your financing falls through? In this episode, David and Tom Moore from Equity Advantage dive into the complex world of reverse 1031 Exchanges and the creative financing strategies that can keep your deal alive.

This episode covers:

• What a reverse exchange is and why you can’t own both properties at once
• How seller financing can be a game-changer
• Why cash-out refis before a sale might land you in hot water
• Why calling your 1031 facilitator early can save you time, money, and headaches

Whether you’re a seasoned investor or new to like-kind exchanges, this conversation offers practical insight into making the most of your equity, even in today’s tricky market.

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In this episode of The Exchange Brothers, David and Tom delve into a crucial topic for real estate investors: determining dealer status and its impact on completing a 1031 exchange.

Using the Klarkowski Court Case, they walk through the 9 IRS factors that help identify whether a property is held for investment or resale, and what that means for your tax strategy.

• Common misconceptions about holding periods
• Why intention matters more than time
• Real-world scenarios of investors getting tripped up by dealer status
• The risk of converting capital gains into ordinary income
• How your business activities and property use can make or break a 1031 exchange

Whether you're flipping homes, holding rentals, or planning your next exchange, this episode is packed with practical insight and expert commentary.

📞 Have questions? Contact David and Tom at www.1031exchange.com

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Thinking of exiting real estate but dreading the capital gains tax? In this episode of the Equity Advantage podcast, we sit down with charitable planning expert Lon Dufek (CFP®, CPA) to explore how a Charitable Remainder Trust (CRT) can be a powerful exit strategy — especially for those tired of managing property or not interested in a 1031 exchange.

Topics Covered:

• What is a Charitable Remainder Trust (CRT)?
  
  
• CRT vs. 1031 Exchange: Key Differences
  
  
• How CRTs help you avoid capital gains tax
  
  
• Real-life case study: Turning $500K into $2M in benefits
  
  
• Using appreciated assets (real estate, stocks, crypto, antique autos) in a CRT
  
  
• How to ensure your children aren’t disinherited

🔗 Contact Lon Dufek:
📧 lon.dufek@gmail.com
📞 (503) 267-9702

🌐 Learn more at www.1031exchange.com
📞 Call us at: 800-735-1031

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