What Is A 1031 Exchange & How To Use It?

🧠 How Real Estate Titans and Smart real estate investors Use 1031 Exchanges to Defer Millions in Taxes (Legally)
Discover how the wealthiest families legally avoid capital gains taxes and transfer wealth tax-free using 1031 exchanges. In this episode, Jerry Katz, CEO of Premier Protection Insurance, sits down with Jeff Bemis, CPA, CFA, and Co-Founder of 1031Specialists.com, a former hedge fund allocator turned tax strategy expert. They delve into how 1031 exchanges serve as a powerful tool for real estate investors aiming for generational wealth.​

🔍 Inside the Episode:
Understanding 1031 Exchanges: What they are and common misconceptions among agents and investors.

Perpetual Tax Deferral: How compounding tax deferral can exponentially grow your portfolio.

Step-Up in Basis: The secret wealth transfer tool utilized by billion-dollar families.

Avoiding Pitfalls: Strategies to keep your equity growing, bankable, and tax-advantaged.​

“Every dollar you keep compounding is a dollar your portfolio grows. If you’re not doing 1031s right—you’re leaving real money on the table.”
— Jeff Bemis, CPA, CFA​

Jeff has assisted in deploying billions and now guides real estate investors on structuring smarter, growing tax-efficiently, and protecting their assets.​

🎯 Watch This If You:
Are selling a property and want to defer capital gains.

Aim to understand how high-net-worth families transfer wealth tax-free.

Need a smarter tax strategy to fuel long-term growth.

Don't trust your current CPA to handle complex tax strategies.​

🔗 Connect with Jeff Bemis:
Website: www.1031Specialists.com

LinkedIn: www.linkedin.com/company/1031-specialists/

Follow Jeff: www.linkedin.com/in/jeff-bemis-368758a/​

🛡️ Ready to Protect Your Next Move?
Premier Protection aligns insurance with your investment strategy—because risk should never slow your growth.​

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📧 [email protected]
📞 954-467-8738

📍 Episode 5: 1031 Exchange Explained: Keep More Profit, Pay Less Tax
🎥 Watch Now: Understanding 1031 Exchanges

📘 Chapters & Timestamps

0:00 – Intro: Why 1031s Are the Ultimate Tax Strategy
0:51 – Meet Jeff Bemis: From Hedge Fund to Tax Strategist
3:08 – What Is 1031 Specialists and Who Should Use It?
5:08 – Why Most Investors Don’t Know About 1031s
6:51 – Jerry’s Personal 1031 Story: From Credit Cards to Millions
9:45 – The Power of Compounding Through Tax Deferral
10:51 – 1031 Exchange Explained: The Basics
12:21 – How to Avoid Capital Gains Tax Using 1031
14:39 – Can You Buy Multiple Properties? Rules + Examples
17:25 – Vacation Homes, Primary Residences, and Eligibility
18:57 – The 45-Day Rule + Timeline Breakdown
21:45 – Forward vs Reverse 1031 Exchanges
25:55 – Creative Escrow Extensions to Buy Time
28:25 – Why Sophisticated Investors Rarely Pay Capital Gains
30:44 – Step-Up in Basis: How Wealthy Families Avoid Tax Forever
33:45 – The Mistake That Costs Investors Millions
35:51 – Why Timing and Structure Matter (Especially with Partners)
41:05 – How 1031 Specialists Is Scaling and Disrupting the Industry
43:32 – Rollups, Retiring Agents & the Future of the Niche
47:00 – Flat Fees, No Hidden Charges: Transparent Pricing Model
50:20 – Revenue Model: How They Profit Without Charging More
52:30 – Entrepreneurship Lessons and Execution Over Ideas
58:00 – Lightning Round: Rates, Volume, Bitcoin & Investing Trends
1:05:00 – Closing Thoughts: Hard Work, Hustle & Strategic Positioning

This episode is essential for real estate investors, especially those in Florida's dynamic market, seeking to leverage 1031 exchanges for tax deferral and wealth accumulation. Whether you're investing in apartment buildings or exploring passive income strategies, understanding the nuances of 1031 exchanges can significantly impact your financial growth.​
Commercial Real Estate Influencers
@GrantCardone
@BiggerPockets
@GrahamStephan
@AdventuresInCRE
@REFMRealEstate

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