Passive Real Estate Investing

TBT: Ask Marco - Investing Using Cash versus a HELOC (Line of Credit)

9 snips
Jul 24, 2025
Deciding whether to invest using cash or a HELOC unveils a myriad of strategies. Cash offers simplicity and peace of mind, while a HELOC provides flexibility but comes with risks like rising interest rates. The podcast dives into the benefits of 1031 exchanges for preserving capital. It also addresses the vital need for thorough property analysis in a shifting real estate landscape, encouraging discussions with investment counselors to tailor strategies to individual goals. This dynamic exploration proves essential for anyone navigating the investment maze.
Ask episode
AI Snips
Chapters
Transcript
Episode notes
ADVICE

Buy Out Siblings Then Use 1031

  • Buy out siblings with inheritance to gain full ownership of the property.
  • Then sell using a 1031 exchange to reinvest all equity tax-free in other markets.
ADVICE

Maximize Investments With 1031 Exchange

  • Using a 1031 exchange allows you to sell one property and reinvest tax-free into multiple properties in better markets.
  • This strategy maximizes your investment capital and helps build a larger portfolio without immediate tax consequences.
INSIGHT

Major Markets May See Price Pullback

  • Expensive markets like San Francisco may flatten or pull back after long price run-ups.
  • Normalized market conditions now prevail in many major metropolitan areas.
Get the Snipd Podcast app to discover more snips from this episode
Get the app