Can You Exchange Your Rental Property for a Better Lifestyle?
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Can You Exchange Your Rental Property for a Better Lifestyle?
Richard Gann, JD, Managing Partner with 1031 Capital Solutions, will present compelling alternatives to traditional rental-housing ownership, including DSTs, pre-REIT properties and 1031-qualified mineral rights programs. Participants can receive a free copy of Richard’s book, How to Retire from Being a Landlord, and schedule a complimentary cash flow analysis of their rental properties.
Discover strategies to remain invested in real estate while reducing your involvement and reclaiming your time. This webinar explores how to leverage your rental property for a more fulfilling lifestyle through strategic exchanges and passive investment opportunities.
Webinar Overview
This webinar addresses the challenges faced by landlords and presents solutions for transitioning into more passive real estate investments. Learn how to assess your current property's performance, understand the tax implications of selling, and explore alternative investment options that can provide a better lifestyle.
Chapter 1: The Challenges of Being a Landlord
Dive into the increasing difficulties and frustrations of managing rental properties, from tenant issues to regulatory burdens. Understand the factors that might make selling your rental property an attractive option.
- Tenant Troubles: Hear real-life stories of challenging tenant experiences.
- Regulatory Restrictions: Understand the impact of increasing regulations on deposits, rent caps, and eviction procedures.
- Economic and Demographic Hurdles: Learn how population trends and tax increases can affect your rental property's profitability.
- The Boiling Frog Syndrome: Recognize how cumulative, incremental challenges can make being a landlord less appealing over time.
Chapter 2: Assessing Your Property's Performance
Evaluate the financial performance of your rental property. Learn how to calculate your true yield on equity and determine if your property is worth the hassle.
- Yield on Equity: Discover why the yield on your equity is the most compelling reason to consider selling.
- Home Price vs. Rental Rate Increases: Understand the disparity between home price appreciation and rental rate increases.
- Proprietary Software System: Learn about a tool that quickly assesses the financial health of your rental property.
- Making the Math-Based Decision: Overcome emotional reasons for holding onto a property by understanding the numbers.
Chapter 3: Overcoming the Fears and Concerns
This chapter addresses the common fears and concerns that prevent property owners from selling, such as fear of capital gains taxes and difficulty finding replacement properties.
- Common Concerns: Identify the reasons holding you back from selling, including fear of taxes and finding a replacement property.
- The Tax Bomb: Understand the serious tax consequences of selling a property without a 1031 exchange.
- Depreciation Recapture: Learn how depreciation affects your cost basis and increases your tax liability.
- The Cost of Inaction: Realize the financial implications of not utilizing a 1031 exchange to defer capital gains taxes.
Chapter 4: 1031 Exchanges: A Refresher
A concise overview of 1031 exchanges, highlighting the key rules and requirements for deferring capital gains taxes.
- Deferring Capital Gains Taxes: Understand how a 1031 exchange allows you to defer all capital gains taxes.
- Qualified Intermediary: Learn the role of the qualified intermediary in managing the exchange process.
- Key Deadlines: Remember the 45-day identification and 180-day completion deadlines.
- Replacing Value: Understand the requirement to replace the entire value of your rental property.
- Real Estate Only: Note that since 2018, 1031 exchanges are only available for real estate investments.
Chapter 5: Passive Replacement Programs: A Better Lifestyle
An introduction to passive replacement programs as a way to improve your lifestyle through 1031 exchanges. Discover how these programs can provide income without the hassles of property management.
- Defining Passive Replacement Programs: Understand what constitutes a passive real estate investment.
- Accredited Investor Requirement: Learn about the accreditation requirements for participating in these programs.
- Benefits of Passivity: Discover the advantages of these programs, including no tenant management, maintenance, or legal liability.
- Built-In Non-Recourse Financing: Learn how to replace debt without obtaining another loan.
Chapter 6: Passive Replacement Program Options
Explore three specific types of passive replacement programs: Delaware Statutory Trusts (DSTs), pre-REIT properties, and mineral rights.
Delaware Statutory Trusts (DSTs)
- DST Overview: Understand the structure and benefits of investing in a Delaware Statutory Trust.
- Investment Minimums and Sectors: Learn about typical investment amounts and popular real estate sectors for DSTs.
- Geographic Focus: Discover the top regions for DST properties.
- Typical Hold Period: Understand the typical investment timeline and liquidity.
- Leverage and Yield: Learn about leverage ratios and typical yields on equity.
Pre-REIT Properties
- Pre-REIT Overview: Understand how pre-REIT properties facilitate investment into Real Estate Investment Trusts (REITs).
- 721 Exchange: Learn about the tax-free exchange of property interests for REIT interests.
- Liquidity and Benefits: Discover the liquidity options and benefits of REIT ownership.
Mineral Rights
- Mineral Rights Overview: Explore the unique opportunity to invest in mineral rights and receive royalty revenue.
- Diversification: Understand how mineral rights can diversify your real estate portfolio.
- Risk Factors: Recognize the sensitivity of mineral rights investments to energy prices.
Disclosure
The information provided during this webinar is for educational and informational purposes only and should not be construed as legal, financial, tax, or professional advice. The views and opinions expressed by presenters or participants are their own and do not necessarily reflect those of AAOA, its affiliates, partners, or sponsors.
Participation in the webinar does not create an attorney-client, landlord-tenant, or other professional relationship between attendees and AAOA or any of the speakers. You should always consult with your own qualified attorney, accountant, or professional advisor before making decisions based on any information presented.
While AAOA strives to provide accurate and up-to-date content, no warranty or guarantee is made regarding the completeness, accuracy, or reliability of the information shared. AAOA assumes no liability for any loss or damages arising directly or indirectly from the use of or reliance on such information.
By registering for, attending, or watching this webinar, you acknowledge and agree to this disclaimer and to AAOA’s Terms and Conditions.
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