EXCELSIOR CAPITAL PRESENTS

Expert Insight on 1033 Exchanges

This episode of the Capital Club podcast dives deep into 1031 and 1033 exchanges. Our guests, Camille Renshaw, CEO and co-founder of B+E, and Brad Borden, a professor of law at Brooklyn Law School, provide expert insight into how these sections work and how they may apply in a business environment.
Go Beyond Marketing and Create a Better Customer Experience

Podcast: Expert Insight on 1033 Exchanges

This episode of the Capital Club podcast dives deep into 1031 and 1033 exchanges. Our guests, Camille Renshaw, CEO and co-founder of B+E, and Brad Borden, a professor of law at Brooklyn Law School, provide expert insight into how these sections work and how they may apply in a business environment.

They discuss differences between 1031 and 1033 exchanges such as types of property that can be acquired, time periods, use of proceeds, ownership restrictions, and much more. Tune in to learn more about 1031/1033 exchanges and get helpful advice from our knowledgeable guests!

Key Highlights

[00:01 – 06:25] Opening Segment

  • Understanding the difference between 1031 & 1033 exchanges
  • Types of properties that can be acquired are different
  • Camille’s experience with 1033 in both personal and business sense

[06:26 – 12:57] 1031 & 1033 Exchanges

  • There are secondary markets across the country with industrial property in the middle of downtown
  • 1033 exchanges allow property owners to reinvest proceeds from the sale within 2 years
  • 1031 exchanges require a 45-day identification period and 180 day exchange period
  • Why qualified intermediaries are involved in 1031 exchanges, but not in 1033 exchanges

[12:58 – 19:30] Navigating the Complexities of 1031 and 1033 Exchanges

  • Under 1031, the replacement property must be like the relinquished property
  • Under 1033, there is a similar or related in-use standard that is broader than1031
  • How people are fatigued after going through the condemnation process

[19:31 – 25:30] Leveraging Exchange Proceeds for Investment

  • Often there are multiple family members involved in 1031/1033 exchanges
  • Tech platform allows people to scour the whole market for net lease assets
  • People want something less hands-on and less cumbersome than their previous investment profile

[25:31 – 32:07] Exploring 1031 and 1033 Exchanges

  • What’s allowable, not allowable, and what ownership structures look like
  • Prepaid construction services and materials are not considered real property
  • How ownership structures can be divided tax-free with partnerships

[32:08 – 39:39] Closing Segment

  • Distributions of property from S corporations or C corporations will trigger gain recognition
  • Get expert advice on complex tax issuesIt’s important to have communication between all parties involved in the transaction

Additional Links:

Brian’s Linkedin: https://www.linkedin.com/in/brian-c-adams/

Previous Articles

the-ultimate-guide-to-commercial-real-estate-investing

The Ultimate Guide to Commercial Real Estate Investing

Learn everything you need to know to assess the benefits of a commercial real estate investment and make the best decisions to get started.

Does Real Estate Deserve a Larger Role in the Ideal Future Portfolio

Does Real Estate Deserve a Larger Role in the Ideal Future Portfolio?

Investors should be prepared for equity returns during the next decade that are towards the lower end of their typical performance distribution relative to bonds and inflation.

Understanding Common Real Estate Investment Structures

Understanding Common Real Estate Investment Structures

A Guide for Accredited Investors. Explore some of the most common real estate investment structures and how they work.

Commercial Real Estate: Key Investment Performance Metrics

Commercial Real Estate: Key Investment Performance Metrics

In this guide, we’ll break down some of the most common terms to know so you can feel confident going into your next investment.

Are Medical Office Buildings A Good Investment

Are Medical Office Buildings A Good Investment?

Here are a few key considerations that highlight why a medical office building could be a solid choice.

Stabilized or Value-Add Investments

Stabilized or Value-Add Investments: Which Strategy Is Right For You?

For real estate investors, distinguishing between the strategies of stabilized and value-add investments can mean the difference between…

Q1 2024 commercial real estate market update

Q1 2024 Commercial Real Estate Market Update

While we’re encouraged and cautiously optimistic about 2024, we see economic data implicating some near-term uncertainty as the Fed tries to moderate growth.

Tax Planning For Real Estate Investors

Tax Planning Tips for Real Estate Investors

Investing in commercial real estate offers numerous advantages, with a significant one being the potential for substantial tax benefits.

What Is Distressed Real Estate

What Is Distressed Real Estate?

The current real estate market has opened up a unique window of opportunity for investors looking to capitalize on distressed real estate.

Excelsior Capital

A real estate private equity firm that owns and operates high quality multi-tenant office assets in emerging secondary markets.

Interested in learning more about Excelsior's investment opportunities?

Excelsior Capital

104 Woodmont Blvd, Suite 120
Nashville, TN 37205

investors@excelsiorgp.com

Disclaimer: Under no circumstances should any information presented on this website be construed as an offer to sell, or solicitation of an offer to purchase any securities or other investments. This website does not contain the information that an investor should consider or evaluate to make a potential investment. Other materials related to investments in entities managed by Excelsior Capital are not available to the general public.

Share This