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S2E10 - LuAnn Blough: 1031 Exchange Masterclass: Basis, Boot, Debt, + the 200% Rule

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Manage episode 503267172 series 3487093
Content provided by Kyle McCaw. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Kyle McCaw or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Welcome to another episode of How Real Estate Changed My Life! In this episode, we’re joined by LuAnn Blough, a Regional Development Director at Exchange Resource Group, LLC.

She’s on a mission to make the 1031 exchange simple, safe, and accessible—so everyday investors can defer taxes legally, preserve equity, and scale from one door to many.

Luann breaks down the rules (in plain English), shares real-world examples, and shows you how to avoid the costly mistakes that can derail an exchange—covering basis, boot, debt, ID methods (3-Property vs. 200% Rule), timelines (45/180 days), reverse exchanges, DSTs, TICs, and more.

If you’re a landlord, agent, or curious investor who wants to trade up without triggering taxes, this episode is packed with practical steps, checklists, and pro tips.

About ERG1031 Exchanges:

We strive to help maximize our client’s investment security and build future wealth preservation with tax deferred 1031 exchanges. As a nationwide Qualified Intermediary, we are dedicated to providing exceptional service in planning, structuring and facilitating your exchange. Providing all QI functions (document prep, secure holding of funds, timeline tracking, transaction support and education), we ensure our clients are comfortable and confident using a 1031 exchange while providing guidance through the 1031 exchange process.

Timestamps:

[00:00 - 02:41] Introduction
[02:42 - 06:00] Understanding 1031 Tax Deferred Exchanges
[06:01 - 09:01] Calculating Capital Gains and Tax Implications
[09:02 - 11:47] The Process of a 1031 Exchange
[11:48 - 15:00] Identifying Replacement Properties
[15:01 - 17:47] Reinvestment Goals and Tax Deferral
[17:48 - 20:45] Reverse Exchanges Explained
[20:46 - 23:53] Real-Life Examples and Success Stories
[23:54 - 26:53] The Importance of Professional Guidance
[26:54 - 38:48] Conclusion and Contact Information

Resources:

Regional Development Director at Exchange Resource Group, LLC
https://www.linkedin.com/in/luannblough/
Phone number: 972863 1031
Email: [email protected]

Connect with Kyle and his team!

Apple: https://bit.ly/HRECMLApple
Spotify: https://bit.ly/HRECMLSpotify
iHeart: https://bit.ly/HRECMLiHeart
Podbean: https://bit.ly/HRECMLPodBean

YouTube: https://www.youtube.com/@McCawPropertyManagement

#podcast #1031Exchange #RealEstateInvesting #TaxStrategy #CapitalGains #DepreciationRecapture #QualifiedIntermediary #Reverse1031 #DST #TIC #WealthBuilding #LandlordTips #PassiveIncome #StepUpBasis #LikeKindExchange

  continue reading

30 episodes

Artwork
iconShare
 
Manage episode 503267172 series 3487093
Content provided by Kyle McCaw. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Kyle McCaw or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Welcome to another episode of How Real Estate Changed My Life! In this episode, we’re joined by LuAnn Blough, a Regional Development Director at Exchange Resource Group, LLC.

She’s on a mission to make the 1031 exchange simple, safe, and accessible—so everyday investors can defer taxes legally, preserve equity, and scale from one door to many.

Luann breaks down the rules (in plain English), shares real-world examples, and shows you how to avoid the costly mistakes that can derail an exchange—covering basis, boot, debt, ID methods (3-Property vs. 200% Rule), timelines (45/180 days), reverse exchanges, DSTs, TICs, and more.

If you’re a landlord, agent, or curious investor who wants to trade up without triggering taxes, this episode is packed with practical steps, checklists, and pro tips.

About ERG1031 Exchanges:

We strive to help maximize our client’s investment security and build future wealth preservation with tax deferred 1031 exchanges. As a nationwide Qualified Intermediary, we are dedicated to providing exceptional service in planning, structuring and facilitating your exchange. Providing all QI functions (document prep, secure holding of funds, timeline tracking, transaction support and education), we ensure our clients are comfortable and confident using a 1031 exchange while providing guidance through the 1031 exchange process.

Timestamps:

[00:00 - 02:41] Introduction
[02:42 - 06:00] Understanding 1031 Tax Deferred Exchanges
[06:01 - 09:01] Calculating Capital Gains and Tax Implications
[09:02 - 11:47] The Process of a 1031 Exchange
[11:48 - 15:00] Identifying Replacement Properties
[15:01 - 17:47] Reinvestment Goals and Tax Deferral
[17:48 - 20:45] Reverse Exchanges Explained
[20:46 - 23:53] Real-Life Examples and Success Stories
[23:54 - 26:53] The Importance of Professional Guidance
[26:54 - 38:48] Conclusion and Contact Information

Resources:

Regional Development Director at Exchange Resource Group, LLC
https://www.linkedin.com/in/luannblough/
Phone number: 972863 1031
Email: [email protected]

Connect with Kyle and his team!

Apple: https://bit.ly/HRECMLApple
Spotify: https://bit.ly/HRECMLSpotify
iHeart: https://bit.ly/HRECMLiHeart
Podbean: https://bit.ly/HRECMLPodBean

YouTube: https://www.youtube.com/@McCawPropertyManagement

#podcast #1031Exchange #RealEstateInvesting #TaxStrategy #CapitalGains #DepreciationRecapture #QualifiedIntermediary #Reverse1031 #DST #TIC #WealthBuilding #LandlordTips #PassiveIncome #StepUpBasis #LikeKindExchange

  continue reading

30 episodes

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