1031 Exchange Tips to Avoid Unexpected Taxes
Learn when boot is taxable and how filing timing affects your 1031 Exchange. Expert advice from Tom Moore to protect your tax deferral....
Video 1031 Exchange
1031 Exchange Year-End Tax Planning Strategies
David and Tom Moore explain year-end 1031 Exchange planning, including boot, seller carry, cash-out refi timing, and Section 121 strategies....
Maximize 1031 Exchange Benefits with High Leverage DSTs
Learn how high leverage DSTs can help investors achieve full tax deferral in a 1031 Exchange while preserving capital and reducing tax liability....
Why Using AI for 1031 Exchanges Is a Bad Idea
David and Tom Moore explain why AI cannot replace professional guidance when planning a 1031 Exchange....
Maximize Investment Flexibility with a Partial 1031 Exchange
Learn how partial 1031 Exchanges let you take cash, reduce debt, and defer taxes while keeping your Exchange valid....
Direct Title Securities: A 1031 Exchange Alternative Focused on Control, Liquidity, and Passive Income
A look at Direct Title Securities and how they provide 1031 investors improved control, liquidity and dependable passive income options....
Smarter 1031 Exchanges with a Direct Title Security (DTS)
Discover how Direct Title Security (DTS) gives 1031 Exchange investors control, predictable income, and long-term stability in residential real estate....
Appreciation Homes Master Lease vs DST Explained
Discover the benefits of the Appreciation Homes master lease vs DSTs, including control, quadruple net protection, and monthly rent stability....
Santa Cruz Housing Market Changes and Impacts of Prop 19
Paul Locatelli explains Santa Cruz housing market changes and how Prop 19 impacts long-time homeowners and property taxes....
Don’t Start Renovations Before Your Home Appraisal
Real estate investor Paul Locatelli shares a hard-learned lesson from his first home purchase: why you should never renovate before the appraisal....
