Is It Time For A 1031 Exchange | Real Life Planning Podcast Episode 97
Real Estate CoachingIn this episode, Cynthia Meyer, CFA®, CFP®, ChFC®, explains five key triggers that tell real estate investors it may be time to consider a 1031 exchange. She walks through the financial and strategic indicators that can help you decide whether deferring capital gains taxes could accelerate your long-term wealth-building goals.
Whether you're managing a single rental or a growing portfolio, this episode will help you recognize when a 1031 exchange deserves a closer look.
“You don't need all five triggers. If even one applies to your property, it's time to run the numbers.” — Cynthia Meyer
This Week on Real Life Planning Podcast:
| 💡 | How does significant property appreciation signal it may be time for a 1031 exchange? [00:02:35] |
| 💡 | Why does a declining return on assets matter, even when your property is performing well? [00:05:27] |
| 💡 | What happens when your property's depreciation deductions begin to run out? [00:07:04] |
| 💡 | Would looming capital improvements influence your decision to sell or exchange? [00:08:09] |
| 💡 | When does a market or investment strategy shift make a 1031 exchange the smarter move? [00:09:24] |
Takeaway Quotes:
“A 1031 exchange is not about avoiding taxes. It's about deciding whether now is the right time to defer them.” — Cynthia Meyer
“High appreciation is a wonderful problem to have, but it can also create a significant tax bill.” — Cynthia Meyer
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About the Real Life Planning Podcast
Host Cynthia Meyer explores practical steps for real estate investors to build financial freedom and make working for someone else optional.
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