The key to absolute success in the exchange deals with client counseling.

I couldn’t emphasize that enough. You would think “maybe I need to know a lot about exchanging.” You need to know a whole lot about psychology and it all starts with client counseling. Do it early, do it often. The more often and the better you perform, the more successful is your probability of doing an exchange in a very short period of time…. Read More »

Those that have been involved with real estate for a period of time love the tax deferred exchange.

As of January 1, 2013 the capital gains tax rates have increased 58%. Yes, 58%!  The more you know about it, the more that you can structure these things to the advantage of your client, the better off you’re going to be. There are five rules to follow to qualify for a tax deferred exchange:… Read More »

While being a real estate investment broker, I’m also specializing in the tax deferred exchange. It’s your opportunity to sell a property that you no longer wish to own, to acquire a different property that you would much rather own and to do it in such a manner that the capital gains taxation that would have otherwise existed from the sale of the property are completely eliminated. Technically they’re deferred until you sell the next property unless you do another exchange…. Read More »

As an income property broker, I have a number of procedures that I use in dealing on a long term basis. Let me share those with you. My concern first of all is to completely understand you, your investment strategy and what your long term investment goals in fact would be. I deal with a consulting basis, a counseling session if you will, where I will first of all identify those things, where are you now, where would you like to be and what capacity do you have to get you to that particular position. … Read More »

I’m Bob Nelson, real estate investment broker with Pacwest Real Estate Investments. I have 45 years of expertise, dealing with income property brokerage – the buying, the selling and the tax deferred exchanging of that particular type of asset. It’s the thing that clients seek out the most because I have the capacity to generate a long term stable cash flow base that would support their lifestyle and it generates a very stable, tangible asset base for parading and maintaining and protecting their net worth…. Read More »