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2315: The Tax Advantage: Unlock Your Real Estate Riches with Scott Saunders
Manage episode 489590484 series 2294384
Jason focuses on income property as the most tax-favored asset class in America, including discussion of tax-saving opportunities like the 1031 exchange for investors. He promotes the availability of free monthly masterclasses on jasonhartman.com/Wednesday for listeners to register and attend.
JasonHartman.com/Wednesday
Jason then introduces Scott Saunders as they discuss the current favorable environment for 1031 exchanges, tax strategies for real estate investments, and various investment options including Delaware Statutory Trusts and Real Estate Investment Trusts. They explore the potential benefits of combining 1031 exchanges with Section 121 exclusions for primary residences and highlighted the importance of thorough research and understanding of risks when considering pooled investments. The conversation also touched on potential legislative changes, the growth of REITs in the 1031 market, and the significance of using qualified intermediaries for successful exchanges.
#RealEstate #TaxStrategies #1031Exchange #Section121 #CapitalGains #InvestmentProperty #PrimaryResidence #TaxDeferral #TaxExclusion #HouseHacking #IncomeProperty #RealEstateInvesting #WealthBuilding #PassiveIncome #FinancialPlanning #OpportunityZones #BonusDepreciation #RealEstateMarket #DST #REIT #PropertyInvestment #TaxBenefits #AssetClass
Key Takeaways:
Jason's editorial
1:29 Join our FREE Masterclass every second Wednesday of every month JasonHartman.com/Wednesday
Scott Saunders interview
Disclaimer: Scott Saunders is not a lawyer or tax advisor. Please check with your tax professional for all tax related advice.
2:43 1031 Exchange and the beauty of having more choices
7:57 Section 121
9:58 Split Treatment Transaction
14:45 Sponsor: https://www.monetary-metals.com/Hartman
16:42 Percentage of home office deductions
19:42 Converting one property to 32, combining 121 + 1031
23:00 REIT: Going neutral and passive with section 721
33:26 Trump and opportunity zones
Follow Jason on TWITTER, INSTAGRAM & LINKEDIN Twitter.com/JasonHartmanROI Instagram.com/jasonhartman1/ Linkedin.com/in/jasonhartmaninvestor/
Call our Investment Counselors at: 1-800-HARTMAN (US) or visit: https://www.jasonhartman.com/
Free Class: Easily get up to $250,000 in funding for real estate, business or anything else: http://JasonHartman.com/Fund
CYA Protect Your Assets, Save Taxes & Estate Planning: http://JasonHartman.com/Protect
Get wholesale real estate deals for investment or build a great business – Free Course: https://www.jasonhartman.com/deals
Special Offer from Ron LeGrand: https://JasonHartman.com/Ron
Free Mini-Book on Pandemic Investing: https://www.PandemicInvesting.com
2208 episodes
Manage episode 489590484 series 2294384
Jason focuses on income property as the most tax-favored asset class in America, including discussion of tax-saving opportunities like the 1031 exchange for investors. He promotes the availability of free monthly masterclasses on jasonhartman.com/Wednesday for listeners to register and attend.
JasonHartman.com/Wednesday
Jason then introduces Scott Saunders as they discuss the current favorable environment for 1031 exchanges, tax strategies for real estate investments, and various investment options including Delaware Statutory Trusts and Real Estate Investment Trusts. They explore the potential benefits of combining 1031 exchanges with Section 121 exclusions for primary residences and highlighted the importance of thorough research and understanding of risks when considering pooled investments. The conversation also touched on potential legislative changes, the growth of REITs in the 1031 market, and the significance of using qualified intermediaries for successful exchanges.
#RealEstate #TaxStrategies #1031Exchange #Section121 #CapitalGains #InvestmentProperty #PrimaryResidence #TaxDeferral #TaxExclusion #HouseHacking #IncomeProperty #RealEstateInvesting #WealthBuilding #PassiveIncome #FinancialPlanning #OpportunityZones #BonusDepreciation #RealEstateMarket #DST #REIT #PropertyInvestment #TaxBenefits #AssetClass
Key Takeaways:
Jason's editorial
1:29 Join our FREE Masterclass every second Wednesday of every month JasonHartman.com/Wednesday
Scott Saunders interview
Disclaimer: Scott Saunders is not a lawyer or tax advisor. Please check with your tax professional for all tax related advice.
2:43 1031 Exchange and the beauty of having more choices
7:57 Section 121
9:58 Split Treatment Transaction
14:45 Sponsor: https://www.monetary-metals.com/Hartman
16:42 Percentage of home office deductions
19:42 Converting one property to 32, combining 121 + 1031
23:00 REIT: Going neutral and passive with section 721
33:26 Trump and opportunity zones
Follow Jason on TWITTER, INSTAGRAM & LINKEDIN Twitter.com/JasonHartmanROI Instagram.com/jasonhartman1/ Linkedin.com/in/jasonhartmaninvestor/
Call our Investment Counselors at: 1-800-HARTMAN (US) or visit: https://www.jasonhartman.com/
Free Class: Easily get up to $250,000 in funding for real estate, business or anything else: http://JasonHartman.com/Fund
CYA Protect Your Assets, Save Taxes & Estate Planning: http://JasonHartman.com/Protect
Get wholesale real estate deals for investment or build a great business – Free Course: https://www.jasonhartman.com/deals
Special Offer from Ron LeGrand: https://JasonHartman.com/Ron
Free Mini-Book on Pandemic Investing: https://www.PandemicInvesting.com
2208 episodes
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