1031 Exchange and Syndication

Amazing conversation with Whitney Sewell. Check out the notes from the show and listen / watch the episode here:

How To 1031 Into Syndications To Save Thousands

Our conversation touches on the relationship between investors and syndicators and Brandon explains his job of ‘matchmaking’ good partnerships in this way. Listeners can expect to come away with a greater understanding of this sometimes mysterious area of real estate and also a good guide as to when it might be an appropriate avenue for exploration. Brandon underlines the importance of intermediaries and how legislative changes can impact decisions for operators too. Listen in with us today!

Key Points From This Episode:

  • A little bit of Brandon’s background in real estate and some information on his firm.

  • How Insight helps investors with planning and more!

  • Steps for operators to take and Brandon’s thoughts on the impact of the political climate.

  • The job of matchmaking between syndicators and investors.

  • Costs involved in 1031 exchanges and weighing the benefits versus inputs.

  • Important details around timing for operators considering a 1031 exchange.

  • The role of a qualified intermediary in guiding operators through the process.

  • Brandon’s advice around keeping an open mind going into the arena of 1031 exchanges.

  • How podcast appearances and LinkedIn have improved Brandon’s business!

  • The benefit of Brandon’s background; how his skill set has served him.

  • Brandon’s focus on giving back and where he likes to direct his energy currently.