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Ep.59 The Ultimate 1031 Exchange Guide: Don’t Sell Without Watching This!
Season 1 Episode 59
Aug 22, 2025 | In this episode, Matt sits down with Kayla Frerking of Leader 1031, one of the top experts in 1031 Exchanges, to break down everything investors need to know about this powerful tax strategy.
Whether you’re selling your first rental property or managing a multi-million-dollar portfolio, understanding 1031 exchanges could save you hundreds of thousands in capital gains taxes. Kayla shares her journey from growing up in a real estate family to becoming a Qualified Intermediary (QI) and industry leader, all while simplifying the most common questions around exchanges.
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Instagram: kaylalyn_frerk
Website: https://www.leaderbank.com/business-b...
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Instagram: MattsMorrell
Website: https://themorrellteam.com/
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✅ Key Takeaways
📌 1031 Exchanges allow investors to defer capital gains taxes by reinvesting into new property.
📌 A Qualified Intermediary (QI) is essential to legally facilitate the exchange.
📌Investors must identify replacement properties within 45 days and close within 180 days.
📌Debt must be replaced (or offset with cash) — otherwise, it becomes taxable “boot.”
📌Exchanges are strictly for investment property — not primary residences.
📌You can trade between property types (e.g., hotel → condos) as long as they’re real property.
📌DSTs (Delaware Statutory Trusts) are a creative option for diversifying exchanges.
📌Investors should plan exchanges early to avoid last-minute mistakes.
📌Step-up in basis makes real estate one of the most powerful wealth-transfer tools.
📌1031s remain on the tax code despite political discussions of limiting or eliminating them.
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Published on 1 month ago