Episodios

  • Rent Control Refugees, the Terrible T’s & Senior Living DSTs
    Jul 1 2025

    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 with DST veteran Scott Dixon of Inspired Healthcare Capital to break down how Delaware Statutory Trusts (DSTs), especially in the senior living space — are helping investors escape high-maintenance real estate, preserve wealth, and capitalize on one of the most powerful demographic shifts of our lifetime.

    With over $1B in assets and a full-cycle track record, Scott shares what every real estate investor must know now before the coming senior housing supply crunch hits full force. Miss this, and you may miss the next wave of passive income.

    Chapters:

    00:00 – Why Real Estate Investors Are Looking for a Better Way

    05:10 – DSTs Explained: The Structure, Strategy & Advantages

    11:40 – Why Senior Housing Is the Standout Asset Class Right Now

    15:30 – Real Numbers: Risk, Return, and What Investors Actually Earn

    22:10 – The Tax Angle: 1031s, Cost Segregation & Shelter Strategies

    26:05 – Exit Strategies, Hold Periods & Reinvestment Options

    33:00 – Who DSTs Are (and Aren’t) Right For

    44:00 – Financing, Leverage & Risk Management in DSTs

    57:00 – Time, Trust & Legacy – What DSTs Free You to Do


    The contents of this communication: (i) do not constitute an offer of securities or a solicitation of an offer to buy securities, (ii) offers can be made only by the confidential Private Placement Memorandum (the “PPM”) which is available upon request, (iii) do not and cannot replace the PPM and is qualified in its entirety by the PPM, and (iv) may not be relied upon in making an investment decision related to any investment offering by the issuer, or any affiliate, or partner thereof ("Issuer"). All potential investors must read the PPM and no person may invest without acknowledging receipt and complete review of the PPM. With respect to any “targeted” goals and performance levels outlined herein, these do not constitute a promise of performance, nor is there any assurance that the investment objectives of any program will be attained. All investments carry the risk of loss of some or all of the principal invested. These “targeted” factors are based upon reasonable assumptions more fully outlined in the Offering Documents/ PPM for the respective offering. Consult the PPM for investment conditions, risk factors, minimum requirements, fees and expenses and other pertinent information with respect to any investment. These investment opportunities have not been registered under the Securities Act of 1933 and are being offered pursuant to an exemption therefrom and from applicable state securities laws. All offerings are intended only for accredited investors unless otherwise specified. Past performance is no guarantee of future results. All information is subject to change. You should always consult a tax professional prior to investing. Investment offerings and investment decisions may only be made on the basis of a confidential private placement memorandum issued by Issuer, or one of its partner/issuers. Issuer does not warrant the accuracy or completeness of the information contained herein. Thank you for your cooperation.

    Securities through Emerson Equity LLC Member: FINRA/SIPC. Only available in states where Emerson Equity LLC is registered. Emerson Equity LLC is not affiliated with any other entities identified in this communication.

    Thanks for listening! Subscribe to get all of the latest tax news and information.

    Más Menos
    1 h y 21 m
  • Behind the Deal: Reverse Exchanges, Seller Financing & Smart Equity Moves
    Jun 12 2025

    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.

    Thanks for listening! Subscribe to get all of the latest tax news and information.

    Más Menos
    23 m
  • Do You Invest in Real Estate? Here Are 9 Reasons the IRS Might Call You a Dealer
    Jun 6 2025

    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

    Thanks for listening! Subscribe to get all of the latest tax news and information.

    Más Menos
    18 m
  • Help Your Favorite Charity and Bypass Capital Gain
    May 27 2025

    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

    👉 Don't forget to like, comment, and subscribe for more expert guidance on investment property strategies and tax-deferral solutions!

    Thanks for listening! Subscribe to get all of the latest tax news and information.

    Más Menos
    22 m
  • Top Real Estate Strategies for 2025: DSTs, 1031 Exchanges & Wealth Tips
    May 19 2025

    Real estate pros David Moore, Steve Mark (Emerson Equity), and Bob Smith (Peregrine Private Capital) break down the best DST and 1031 exchange strategies for 2025. Learn how to preserve wealth, defer taxes, and diversify your investment portfolio with real stories, expert insight, and decades of experience.

    Topics include:

    • DST vs. TIC structures
    • Risks of 721 UPREITs
    • Why preservation beats ROI
    • Red state vs. blue state investing
    • How to vet a DST sponsor

    Perfect for real estate investors, brokers, and anyone looking to unlock smarter, tax-efficient strategies this year!


    Reach out to our Experts:

    Steve Mark

    smark@emersonequity.com

    https://www.emersonequity.com/

    P:415.699.4189


    Robert Smith

    rs@peregrineprivatecapital.com

    https://www.peregrineprivatecapital.com/

    P:503.241.4949


    Important Disclosure

    The contents of this communication: (i) do not constitute an offer of securities or a solicitation of an offer to buy securities, (ii) offers can be made only by the confidential Private Placement Memorandum (the “PPM”) which is available upon request, (iii) do not and cannot replace the PPM and is qualified in its entirety by the PPM, and (iv) may not be relied upon in making an investment decision related to any investment offering by the issuer, or any affiliate, or partner thereof ("Issuer"). All potential investors must read the PPM and no person may invest without acknowledging receipt and complete review of the PPM. With respect to any “targeted” goals and performance levels outlined herein, these do not constitute a promise of performance, nor is there any assurance that the investment objectives of any program will be attained. All investments carry the risk of loss of some or all of the principal invested. These “targeted” factors are based upon reasonable assumptions more fully outlined in the Offering Documents/ PPM for the respective offering. Consult the PPM for investment conditions, risk factors, minimum requirements, fees and expenses and other pertinent information with respect to any investment. These investment opportunities have not been registered under the Securities Act of 1933 and are being offered pursuant to an exemption therefrom and from applicable state securities laws. All offerings are intended only for accredited investors unless otherwise specified. Past performance is no guarantee of future results. All information is subject to change. You should always consult a tax professional prior to investing. Investment offerings and investment decisions may only be made on the basis of a confidential private placement memorandum issued by Issuer, or one of its partner/issuers. Issuer does not warrant the accuracy or completeness of the information contained herein. Thank you for your cooperation.

    Securities through Emerson Equity LLC Member: FINRA/SIPC. Only available in states where Emerson Equity LLC is registered. Emerson Equity LLC is not affiliated with any other entities identified in this communication.

    Thanks for listening! Subscribe to get all of the latest tax news and information.

    Más Menos
    1 h y 47 m
  • 1031 Exchange Deep Dive: Debt Misconceptions, Tax Exposure + Cash Outs
    May 9 2025

    Join David and Tom Moore — The Exchange Brothers — as they unpack everything from their recent trip to Southern California to the complex world of 1031 exchanges and Delaware Statutory Trusts (DSTs). In this episode, they explore how DSTs can be used for tax deferral, common misconceptions about debt replacement, and real-world scenarios involving estate planning, reverse exchanges, and improvement strategies.

    Whether you're a broker, investor, or just curious about how to legally defer taxes through real estate, this episode delivers clear advice, real-life examples, and a whole lot of experience.

    Topics Covered:

    • What qualifies for a 1031 exchange
    • DSTs vs. Tenancy-in-Common
    • Boot, LTV, and debt planning
    • Drop-and-swap techniques
    • Reverse and improvement exchanges
    • Why timing and planning are everything

    📩 Have questions? Reach out at cmoore@1031exchange.com

    Thanks for listening! Subscribe to get all of the latest tax news and information.

    Más Menos
    50 m
  • What's the REAL 1031 Exchange Holding Period Requirement? + Consolidation of Ownership, Personal Residences & Timelines
    Apr 3 2025

    Discover the truth about the 1031 exchange holding period requirement! Many real estate investors are misinformed about this crucial aspect of tax-deferred exchanges. Join David and Tom Moore, the Exchange Brothers, as they break down the myths—like the 5-year holding period—and dive into IRS rules and regulations to uncover the real requirements for a successful 1031 exchange.

    From exchange timelines and related parties to partnerships and the consolidation of ownership, this podcast delivers expert insights with real-world applications. Whether you're a seasoned investor or just getting started, this essential information will help you avoid costly mistakes and maximize your tax savings.

    Stay ahead with the latest from the Exchange Brothers.

    Thanks for listening! Subscribe to get all of the latest tax news and information.

    Más Menos
    29 m
  • Real Estate Wealth Hacks: 1031, 121 & DST Explained with Guest Rene Nelson
    Mar 27 2025

    Want to keep more of your hard-earned real estate profits? In this episode, we’re diving into powerful tax-saving strategies that savvy investors use to build and preserve wealth. Join us as Rene Nelson of Pacwest Commercial Real Estate breaks down 1031 Exchanges, Section 121 exclusions, and Delaware Statutory Trusts (DSTs)—what they are, how they work, and how you can leverage them to defer taxes, maximize gains, and grow your real estate portfolio.

    Whether you're a seasoned investor or just getting started, this episode is packed with must-know insights to help you make smarter financial moves.

    🔹 How can a 1031 Exchange help you defer capital gains taxes?
    🔹 What is the Section 121 exclusion, and who qualifies?
    🔹 Why are DSTs becoming a game-changer for passive investors?

    Don’t miss this expert conversation that could save you thousands in taxes and unlock new real estate opportunities!

    Guest: Rene Nelson, CCIM
    Website: https://www.eugene-commercial.com
    LinkedIn: / renenelsonpacwestcommercialrealestate

    Thanks for listening! Subscribe to get all of the latest tax news and information.

    Más Menos
    1 h y 33 m