What a 1031 Exchange Expert Wants Every Investor to Know
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Welcome to the very first episode of the Deal Makers Club Podcast, hosted by Johnny Lynum, Private Wealth Advisor, real estate investor, and retired Lt Col, USAF.
In this debut episode, Johnny sits down with Will Gehl, VP of Business Development at Fidelis 1031 Exchange, for an insightful conversation about one of the most important strategies real estate investors should understand: the 1031 exchange.
Selling an investment property can open the door to new opportunities, but knowing what steps to take before closing is essential.
Together, Johnny and Will discuss:
→ How the 1031 exchange process works.
→ The role of a Qualified Intermediary and why investors need one.
→ Important considerations before selling an investment property.
→ Common mistakes investors should avoid during a 1031 exchange.
→ How proper planning can help investors make informed decisions about their next real estate investment.
Whether you're preparing to sell an investment property, exploring tax-deferred exchange strategies, or planning your next move in real estate, this episode offers valuable insights to help you better understand the process.
ABOUT THE HOST
Johnny Lynum is a Private Wealth Advisor who helps high-income earners build wealth and pay less in taxes through strategies involving 1031 exchanges, Delaware Statutory Trusts (DSTs), and real estate investment planning. He is also a retired Lt Col, USAF, and author.
ABOUT THE GUEST
Will Gehl is the VP of Business Development at Fidelis 1031 Exchange, where he works with real estate investors and professionals on 1031 exchange strategies and the exchange process.
READY TO TAKE THE NEXT STEP IN YOUR WEALTH-BUILDING JOURNEY?
→ Book a Private Wealth Assessment with Johnny Lynum to explore strategies for building wealth, managing taxes, and planning your next investment move.
→ Schedule your assessment here: https://calendly.com/johnnylynum/discovery
Tune in to the first episode of the Deal Makers Club Podcast and join the conversation!