エピソード

  • Are You Leaving Money on the Table?

    Are You Leaving Money on the Table?
    2026/08/20

    Ashley has a conversation with Julie Baird, President of First American Exchange Company, about whether early 1031 planning can affect buying power. They discuss how to approach investigating replacement-property options and how to create better deal flexibility in an exchange. They also walk through simple examples, common missed opportunities, and the practical questions investors should raise before a sale closes.
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    30 分
  • How Does the Market Affect 1031 Planning?

    How Does the Market Affect 1031 Planning?
    2026/08/20

    When real estate markets are uneven, how do investors approach a 1031 exchange? In this episode, Ashley explores how to handle complex financing considerations or the need to make replacement-property decisions quickly. She explains why investors should think about exchange timelines, financing, backup options, and replacement-property strategy before the clock starts running.
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    12 分
  • What Is a 1031 Exchange?

    What Is a 1031 Exchange?
    2026/08/03
    In this kickoff episode of The 1031 Brief, Ashley Stefan, Divisional Counsel for First American Exchange Company, explains what a 1031 exchange does and why it matters. She discusses what “like-kind” means in real estate and in a 1031 context, and why there are advantages to having an exchange structure in place before a sale closes. This episode gives investors and advisors a foundation for understanding how this tax deferral tool may help keep capital working in qualifying real estate.
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    10 分