1031 Exchange Problem Solving: Partnership Splits, Debt Forgiveness & Deed‑in‑Lieu Strategies

Investing in real estate isn’t just about finding the right property, it’s often about fixing the problems that arise during a tax‑deferred 1031 exchange. In this video, I share real‑world examples of how we help clients navigate the unexpected issues that can derail an exchange. From partnership break‑ups and drop‑in swaps to managing debt forgiveness and dealing with debt outside the real estate transaction, we develop strategies alongside legal counsel and CPAs to keep investors on track.

I also discuss how a deed in lieu of foreclosure can be paired with a 1031 exchange to defer taxes on debt forgiveness, and why gathering all the facts is essential before deciding on a plan. If you’re facing complex fact patterns or need to unwind a partnership, this video offers insights on the options available. Always consult your tax and legal advisors to determine what works best for your situation.

Want to learn more or discuss your situation? Contact us: www.1031Financial.com/Contact

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DST investments are illiquid and can expose investors to risks including the potential loss of the entire investment principal. Past performance is not a guarantee of future results. Potential cash flow, returns and appreciation are not guaranteed.

IRC Section 1031 is a complex tax concept; consult your legal or tax professional regarding the specifics of your particular situation.

Securities offered through 1031 Securities Inc. member FINRA / SIPC