EPISODE · Jul 29, 2026 · 1H 12M
TIC vs. DST — Which 1031 Exchange Structure Fits Your Strategy
from The 1031 Exchange Brothers · host Celia Moore
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 Send us Fan MailThanks for listening! Subscribe to get all of the latest tax news and information.
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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 plan...
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TIC vs. DST — Which 1031 Exchange Structure Fits Your Strategy
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