Strategies to Manage Boot Tax for 1031 Exchange Properties_Pt. 3 of 3_Tim Vi Tran_Season 1, Episode 24
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Strategies to Manage Boot Tax for 1031 Exchange Properties_Pt. 3 of 3_Tim Vi Tran_Season 1, Episode 24
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In this episode, Tim Vi Tran, SIOR, CCIM, breaks down how different types of boot—cash, debt relief, and non–like-kind property—are taxed, why depreciation recapture and capital gains are treated differently, and how the order of taxation affects what you keep in your pocket. You’ll hear practical scenarios for Bay Area commercial real estate owners, when to avoid boot to maximize deferral, when taking boot can improve portfolio fit or liquidity, and a simple “2/3 rule of thumb” for estimating after-tax cash. We’ll also walk through a pre-, during-, and post-exchange checklist so you can better coordinate with your qualified intermediary, CPA, and legal team.
To learn how these strategies play out in real-world deals, you can access, for a small fee, detailed case studies here: 👉 https://theivygroup.com/course-category/deal-structure-1031-exchange/
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About The Ivy Group The Ivy Group specializes in commercial sales, leasing, and investment advisory across Fremont, Silicon Valley, and the Greater Bay Area.
When You’re Ready for Expert GuidanceCommercial real estate deals require expertise across investment strategy, financing, negotiation, taxes, legal structure, and portfolio alignment. With more than 100 years of combined experience, and designations including SIOR and CCIM, The Ivy Group provides strategic guidance for complex 1031 Exchanges and commercial real estate transactions. When you need to sell, buy, or lease, The Ivy Group is ready to help you reach your goals. The Ivy Group is ready to support your next purchase, sale, or lease.
📩 Have a real estate need or question? Contact The Ivy Group.
DisclaimerAll information in this episode, and in related articles, blogs, courses, and case studies, is intended for general education only and not as tax, legal, or investment advice. Always consult licensed tax, legal, accounting, and financial professionals before taking action.
Copyright © 2025 by Tim Vi Tran, SIOR, CCIM. All rights reserved.