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In 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.
The ReaL Life Planning Podcast is for educational purposes only. None of the information discussed is intended as investment, tax, accounting, or legal advice, nor as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, real property, or other securities or non-securities offering.
Real Life Planning, LLC is an Investment Advisor registered with the States of New Jersey, New York, Texas, Virginia, and California. All views, expressions, and opinions included in this communication are subject to change. This communication is not intended as an offer or solicitation to buy, hold or sell any financial instrument or investment advisory services. Any information provided has been obtained from sources considered reliable, but we do not guarantee the accuracy, or completeness of, any description of securities, markets or developments mentioned. Our current disclosure brochure, Form ADV Part 2, is available for your review upon request, and on our website, REALLIFEPLANNING.COM.
