Video Training / Business and Marketing Tutorials →1031 Exchange Strategy for Landlords Selling Rental Property

Compare selling, refinancing, and using a 1031 exchange before selling appreciated rental property.
Estimate how capital gains tax, depreciation recapture, debt, and boot can affect a rental property sale.
Choose replacement property using cash flow, appreciation, risk, management burden, and investor goals.
Plan around 45-day identification, 180-day closing, backup properties, financing, and common 1031 mistakes.
Use 1031 strategy to trade up, diversify, consolidate, reduce landlord workload, or plan for retirement.
Ask better questions before working with a qualified intermediary, CPA, attorney, lender, or real estate team.

Requirements

Basic understanding of what a 1031 exchange is.
Best for students who own, are selling, or are considering selling rental or investment property.
No tax, legal, financial, or investment advice is provided. Students should consult their own professionals.
A calculator or spreadsheet is helpful for applying the examples and planning worksheets.

Description

Are you a landlord or real estate investor thinking about selling an appreciated rental property and wondering whether a 1031 exchange is actually the right move?
A 1031 exchange can help investors defer capital gains tax, keep more equity invested, and move into replacement property. But a 1031 exchange is not automatically the best answer for every property owner. Sometimes selling makes sense. Sometimes refinancing is better. Sometimes exchanging creates the most value, but only if the replacement property, debt, boot, deadlines, and tax strategy are planned before the transaction controls the timeline.
This course is designed for landlords and real estate investors who already understand the basic idea of a 1031 exchange and want a more practical, intermediate-level strategy framework. Instead of only teaching definitions, this course helps you think through real investor decisions: should you sell, refinance, or exchange; what should you exchange into; how do you avoid common 1031 mistakes; and how can the exchange support cash flow, portfolio growth, retirement income, or long-term family planning?
You will learn how to compare exit options, evaluate capital gains tax and depreciation recapture concerns, understand boot and buying power, plan around the 45-day identification period and 180-day closing deadline, choose replacement property more strategically, and avoid rushing into a property that qualifies legally but does not fit your financial goals.
This course is especially useful for landlords, Airbnb owners, commercial property owners, mixed-use property owners, and investors with appreciated real estate who want to make smarter decisions before selling. It is also helpful for high-income professionals and long-term investors who want to use rental property and 1031 exchanges as part of a larger real estate tax and wealth strategy.
Educational use only. This course does not provide tax, legal, financial, investment, real estate, or 1031 exchange advice. Always consult your own qualified intermediary, CPA, attorney, lender, financial advisor, and real estate professionals before making decisions.
This matches your course source because the course is built around intermediate strategy: when to exchange, what to exchange into, replacement strategy, execution mistakes, retirement planning, tax planning, and legacy planning.

Who this course is for

Landlords selling appreciated rental property and considering a 1031 exchange.
Real estate investors comparing sell vs refinance vs exchange before making a major property decision.
Rental, Airbnb, commercial, or mixed-use property owners worried about capital gains tax and depreciation recapture.
Investors looking for replacement property strategy beyond basic 1031 exchange rules.
Property owners who want to trade up, diversify, consolidate, reduce management work, or plan retirement income.
High-income professionals using rental property and 1031 exchanges as part of a long-term wealth strategy.