The 1031 Exchange Brothers
David Moore
Publishing Details
About This Podcast
This podcast will cover all you need to know about the tax-deferred 1031 exchange, its history, and how to get started with one today. Rarely is it a question of whether an exchange can be done; it's a question of HOW.
Exchange... don't sell! Welcome to the 1031 Exchange.
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Recent Episodes
S2E11 Reverse 1031 Exchange: Parking, EAT, Timelines, and Risks
Intro (00:00). What is a reverse 1031 exchange and why it matters when you find the perfect property before you've sold your old one (00:58). The two reverse exchange structures — parking the…
S2E10 Can You Use a 1031 Exchange AND a Self-Directed IRA? (Rules, Risks & Strategies)
1031 + IRA + Airbnb + Reverse Exchanges Overview (00:26). Market Changes & New Tax Legislation (02:13). Can You Combine a 1031 Exchange with a Self-Directed IRA? (08:16). Deal Structuring:…
S2E9 From Flipping Houses at 19 to Navigating Oregon Rent Control | Guest Nicholas Cook
1:19 — F1 Experience & Japan Sabbatical7:14 — The Bear Encounter11:14 — Mentorship & Entrepreneurship15:30 — From Flipping Houses at 19 → Property Management18:36 — Oregon Rent Control &…
S2E8 Can You Flip Real Estate in an IRA? Rules, Risks & Tax Consequences
00:00 Intro: Flipping Properties with an IRA01:03 Prohibited Transactions & IRS Risks02:13 UBIT Tax: Why Flips Get Taxed03:24 Investor vs Dealer Status Explained05:22 Sweat Equity & Legal…
S2E7 Cash-Out Refinancing and 1031 Exchanges: How to Access Equity Without Triggering Taxes
00:00 – The BIG Myth: Do You Have to Replace Debt in a 1031?04:24 – How to Pull Cash Out Without Triggering Taxes04:43 – Cash-Out Refi Timing: What Triggers IRS Problems05:09 – The “Step Transaction”…
S2E6 1031 Exchange Identification Rules Explained: The 45-Day Deadline, 3 Property Rule, and More
In this episode, we break down one of the most misunderstood parts of a 1031 exchange: the identification rules.Many investors know about the 45-day identification deadline, but far fewer understand…
S2E5 1031 Exchange into a DST or 721: What Investors Need to Know (Part 2)
00:00 – Reddit Question: 1031 Exchange into a DST. 02:32 – DST vs 721 (UPREIT) Explained. 05:51 – 45-Day Rule Warning: DON'T LET IT CLOSE. 07:53 – Sponsor Risk & Why Experience Matters. 09:56 –…
S2E4 Reddit’s Top 1031 Exchange Questions: Mistakes, S-Corps & AI Myths
We answer the top 1031 exchange questions pulled from Reddit — including AI tax advice gone wrong (00:00–04:00), whether a partial 1031 exchange is worth it (07:38–14:08), the S-Corp mistake that…
S2E3 Student Housing Risks in 2025–2027: Insurance, Rent Control & 1031 Exit Strategies (Part 2)
1. Student housing market overview (0:00)2. Why governments misunderstand 1031 exchanges (2:45)3. Insurance carriers, drones & deal-killing inspections (5:00)4. Seller carry strategies inside a…
S2E2 Student Housing Supply Shock: The 2027 Pre-Leasing Update (Pt. 1)
The student housing game has changed, and if you’re waiting until spring to lease, you’re already behind.In this market update, David Moore (Equity Advantage) and student housing expert Rene Nelson…
S2E1 Paperwork Mistakes That Trigger Prohibited Transactions (DST, IRA & 1031 Pitfalls)
Season 2 Premiere • Overall Episode 26A quick paperwork review can save you from a prohibited transaction.In this episode, David and Tom explain the DST/IRA documentation mistakes that catch people…
S1E25 Self-Directed IRAs, RMDs, and the Real Risks of Investing Outside Wall Street
Self-directed IRAs give investors the ability to move beyond Wall Street and invest in real assets like real estate, private notes, and alternative investments—but that control comes with important…
S1E24 Year-End 1031 Exchange Planning: Deadlines, Boot, & Taxes
In this episode, David and Tom of the Exchange Bros discuss year-end planning for 1031 exchanges, focusing on deadlines, tax reporting, and strategies to manage multi-year tax exposure.They break…
S1E23 Looking for a New 1031 Replacement Option? Introducing the DTS
In our latest episode of the Exchange Brothers, David and Tom dive into Appreciation Homes and the Direct Title Security (DTS) model, a new approach that gives investors direct ownership of real…
S1E22 Understanding 721 Exchanges & DSTs: Real Estate Investing in 2025 with David Moore & Robert Smith
In this episode, David Moore (Equity Advantage) sits down with Robert Smith of Peregrine Private Capital to unpack the evolving world of 1031 exchanges, DSTs (Delaware Statutory Trusts), and 721…
S1E21 Santa Cruz Real Estate, Rent Control & Market Changes | Interview with Paul Locatelli
In this episode, we are catching up with Paul Locatelli, a Santa Cruz real estate veteran and old friend, with stories you won’t hear anywhere else! From Versace to navigating tricky appraisals,…
S1E20 What AI Gets Wrong About 1031 Exchanges
AI can deliver quick answers, but when it comes to 1031 exchanges, it doesn’t know the right questions to ask — and that can cost you big. In this episode, Dave and Tom break down why relying solely…
S1E19 1031 Exchange or Just Sell? The Tax Truth Investors Miss
From IRAs to 401(k)s to 1031s… what’s really legal, and what’s a tax trap? David and Thomas Moore answer real client questions: Can retirement accounts pay property debt? When is selling smarter than…
S1E18 Use Your IRA or 401(k) to Buy a Business (Self-Directed IRA, Checkbook IRA & ROBS Explained)
In this episode, David Moore from Equity Advantage and IRA Advantage breaks down how you can use retirement funds, including self-directed IRAs, checkbook IRAs, and 401(k) plans, to purchase a…
S1E17 Avoiding the Slippery Slope: Closing Costs, Capital Improvements & 1031 Exchange Pitfalls
In this episode, David Moore of Equity Advantage covers the complexities of 1031 Exchange closing cost deductions, providing a lighthearted reminder that one wrong step can derail your entire…
Frequently Asked Questions
The 1031 Exchange Brothers has published 36 episodes since July 2024, covering topics in Business, Education.
The 1031 Exchange Brothers is currently highly active with new episodes every 2 weeks. Average episode length is 47m.
