Episode 53: How 1031 Exchanges Preserve Wealth and Defer ...

What this episode covers

Want more flexibility when selling an investment property? On this episode of Jet Setting Wealth Advisory, David T. Yu speaks with Dave Foster, founder of The 1031 Investor and a qualified intermediary for 1031 exchanges, for a practical conversation on tax-efficient real estate investing. Dave shares how 1031 exchanges, Section 121 primary residence planning, partial exchanges, and Delaware statutory trusts can help investors defer capital gains taxes and reposition their portfolios with greater flexibility. As the author of Lifetime Tax-Free Wealth: The Real Estate Investor’s Guide to the 1031 Exchange, Dave explains why thoughtful planning must begin before a property is listed and how the right strategy can help investors preserve more capital for future opportunities. Key Takeaways: → Start planning before a property sale to meet 1031 deadlines→ A qualified intermediary is required to complete a 1031 exchange→ Section 121 and 1031 planning can work together in certain situations→ Partial exchanges can create flexibility while deferring part of the gain→ Replacement property must be investment real estate and meet reinvestment rules More from Dave Foster and The 1031 Investor: Website: the1031investor.comLinkedIn: linkedin.com/in/davefoster1031Facebook: facebook.com/the1031investorYouTube: youtube.com/c/The1031Investor Engage with David T. Yu: Connect on LinkedIn, Instagram, & Facebook Sign up for our newsletter or book a call Visit: DTY Wealth Planning Solutions Learn more about your ad choices. Visit megaphone.fm/adchoices

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Frequently Asked Questions

How long is this episode of Jet Setting Wealth Advisory?

This episode is 47 minutes long.

When was this Jet Setting Wealth Advisory episode published?

This episode was published on June 30, 2026.

What is this episode about?

Want more flexibility when selling an investment property? On this episode of Jet Setting Wealth Advisory, David T. Yu speaks with Dave Foster, founder of The 1031 Investor and a qualified intermediary for 1031 exchanges, for a practical...

Can I download this Jet Setting Wealth Advisory episode?

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