Rent To Retirement: Building Financial Independence Through Turnkey Real Estate Investing 1031 Exchange Explained: How to Legally Defer Real Estate Taxes in 2025!
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Is it really possible to defer capital gains taxes and continue building your real estate portfolio tax-free?
In this episode, Adam Schroeder sits down with Aristotle from Excel 1031 to explore the ins and outs of 1031 exchanges. They cover everything from the basic structure and timeline to advanced strategies like using a Delaware Statutory Trust (DST) when your original plans fall through. Whether you're new to 1031 exchanges or looking to refine your tax strategy, this episode has everything you need to know to navigate the process with confidence.
Plus, find out when a 1031 doesn’t make sense and the key mistakes that cause investors to fail the exchange.
⏱️ Timestamps:00:00 – Intro to Aristotle & Excel 1031
01:00 – What is a 1031 exchange?
03:00 – Rules for full capital gains deferral
07:10 – 3-property rule vs. 200% rule vs. 95% rule
11:10 – What happens if a property falls through?
13:35 – Timeline: 45-day identification & 180-day close
15:45 – Using DSTs (Delaware Statutory Trusts) as backup
18:47 – How long do you need to hold the new property?
21:00 – When a 1031 exchange might not make sense
23:40 – Common pitfalls that cause exchanges to fail
27:42 – Updates to 1031 exchange laws & regulations
30:00 – Title issues & co-ownership complications
32:00 – When to start working with a qualified intermediary
35:00 – Final thoughts & how to get in touch with Aristotle🔗 Links & Resources:
📍 Visit: https://www.excel1031.com
📞 Contact Aristotle: (310) 467-8122
🏘 Explore turnkey properties: https://www.renttoretirement.com
📩 Questions? Email: podcast@renttoretirement.com
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