1031 exchanges lock you into active real estate deals and limit returns. A three-step framework helps you transition to passive investments targeting higher ROE, especially useful after selling large positions like a $20-60 million stock sale.
Your 1031 exchange agent or broker, he doesn't want you to know about this. The 1031 exchange companies don't want you to know about this, right? They want to keep you in this 1031 exchange. But guess what? Businesses don't work for 1031. Bitcoin doesn't work for 1031. Primary homes, stock— we're working on an NVIDIA stock sale right now for about $20 to $60 million. So these are other assets that aren't even 1031 eligible.
It's really another— creates another option set for your capital gains from just the 1031. One, you have more assets that qualify, and two, you can actually go from active to passive, where it's very difficult to do if you're going 1031. 'cause you have to buy like-kind real estate. Right? He'd been active his entire life.
He's now in his, you know, early 70s and he's like, Brett, I'm wanting to get an ROE that's stronger than my 3 to 5%. This is possible. Like, you don't have to be in the old 1031. And that's really the secret here is A, identify the problem. B, clarify where you actually really want to go. And then C, find out the solution and the team to help you get there. That's kind of really the secret to all this.
