Most investors don't think about tax strategy until the day they list a property, but by then, the best options could be off the table. In this episode of The Exchange Brothers, David and Tom Moore break down why tax planning needs to start at acquisition, not disposition, and unpack two of the most misunderstood tools in a 1031 investor's toolkit: TIC and DST ownership structures, and mixed-use property conversions.

0:00 Welcome back, and the "no second-home changes" myth

3:34 Why planning is the whole game

6:57 Do you actually have a tax liability?

10:25 Facilitator vs. accommodator (and blending 1031 with IRA money)

13:24 Reddit case: a rental into a new primary home?

18:39 Converting a 1031 into a residence — why the "genius" move fails

33:46 "Exchange or sell," ADUs, and hold-period myths

43:25 Forever homes, the 121 exclusion debate, and vesting traps

57:25 TIC vs. DST, diversification, and the $500K deferral-cap threat

You can find every episode of this show on Apple Podcasts, Spotify or YouTube. For more, visit 1031exchange.com

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Before the mics were officially on, Jose Cienfuegos of Revitalize Portland Coalition got real about what's actually happening in Portland right now.

Oregon left federal tax incentives on the table. DA budgets are getting slashed. The Blazers stadium question is reshaping Portland's national profile. And inside City Council, things look very different up close than they do in the headlines.

But here's the twist — Jose sees a come-together moment forming. The doom loop narrative isn't the whole story anymore.

This is the unscripted conversation that set the table for everything in the full episode.

Topics: Portland's enforcement priorities | Oregon tax policy | City Council from the inside | DA budget cuts | The Blazers & Portland's future

🎙️ Full episode available now on The Exchange Brothers.

📞 1031 exchange questions? Call Equity Advantage: 503-635-1031

🌐 1031exchange.com

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Portland is at a turning point, and the people watching closest say the window to act is now. David Moore sits down with Jose Cienfuegos, president of the Revitalize Portland Coalition (10,000 members, 25 companies invested in the city's comeback), to talk about what's actually changing on the ground: distressed buildings trading at resets that finally pencil, a new executive mayor asking for a wish list of code changes, prosecution and livability enforcement returning, and major players like Swickard and Schnitzer doubling down on downtown.

Jose — a former public defender and prosecutor who never planned on real estate — explains why he believes "this is the five years ago" moment investors always wish they'd caught, what still needs fixing, and how out-of-state investors can dictate their terms to a city that's finally listening.

Learn more about the Revitalize Portland Coalition at https://www.revitalizeportland.com/.

Chapters:

1:30 – From public defender to RPC president
4:50 – What is the Revitalize Portland Coalition?
6:28 – The state of the market: rent control refugees & phantom gains
10:17 – Portland's permanent assets & the confidence comeback
16:28 – Distressed buildings & "this is the five years ago"
28:01 – Summer birds: Schnitzer's vision for remaking downtown
41:28 – Permitting reform & the mayor's code wish list
1:10:05 – Investor advice: Big Pink at $40M & getting in early

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