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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
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…
S1E16 Unlocking Self-Directed IRAs: Real Estate, Rules & Retirement
In this special edition of the Exchange Bros, David and Tom dive deep into the world of self-directed IRAs — what they are, how they work, and how you can take control of your retirement dollars to…
S1E15 2025 Real Estate Tax Strategies & New Laws Explained: Opportunity Zones, Cost Seg, 1031 & More
In this episode, David Moore of Equity Advantage sits down with CPA and tax strategist Jonathan McGuire of Aldrich Advisors to unpack the sweeping real estate tax changes brought about by Trump's One…
S1E14 The One Big Beautiful Bill - 1031s, OZs & Tax Changes Explained
The new One Big Beautiful Bill Act (OBBBA) just passed, and it's set to transform the real estate landscape. From permanent Opportunity Zones to critical updates on 1031 exchanges, bonus…
S1E13 Rent Control Refugees, the Terrible T’s & Senior Living DSTs
Tired of government overreach, rent control chaos, and the Terrible T’s (tenants, toilets, trash)? You’re not alone, and you do have options. In this episode, David Moore and Robert Smith sit down…
S1E12 Behind the Deal: Reverse Exchanges, Seller Financing & Smart Equity Moves
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…
S1E11 Do You Invest in Real Estate? Here Are 9 Reasons the IRS Might Call You a Dealer
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…
Frequently Asked Questions
The 1031 Exchange Brothers has published 30 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 48m.
