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Uncontested Investing - The 1031 Exchange Playbook: How Investors Scale Faster While Deferring Taxes

Written by RCN Capital | 5:13 PM on December 9, 2025

Uncontested Investing Podcast - December 9, 2025

In this episode of Uncontested Investing, we stay on our tax and legal strategies theme and break down one of the most powerful tools in real estate investing: the 1031 exchange. We walk through what a 1031 actually is, how it lets you defer capital gains taxes when you swap one investment property for another, and why it’s such a big lever for portfolio growth, net worth, and long-term scaling.

We talk about the 45-day identification and 180-day closing rules, the role of a qualified intermediary, and how to move from a duplex into a four-family, commercial building, or even build-to-rent projects without triggering immediate tax. We also dig into estate planning, step-up in basis for your heirs, and advanced strategies like reverse exchanges, Delaware Statutory Trusts (DSTs), and combining multiple exchanges to diversify.

Of course, we cover the other side too—strict timelines, zoning and legal pitfalls, choosing the wrong intermediary, and why you never want to “test” the IRS on this stuff.

If you’ve ever wondered how investors use 1031s to climb the ladder from small rentals to bigger assets while deferring taxes along the way, this episode gives you a clear, practical roadmap to get started. 

 

Episode Highlights

00:00 Introduction

00:41 What is the 1031 Exchange?

01:31 How does a 1031 Exchange work?

02:16 Using a Qualified Intermediary to facilitate the exchange

03:05 Benefits of a 1031: Tax deferral and portfolio growth

04:05 The impact of a 1031 Exchange on your purchasing power

05:02 Eligible properties: What qualifies and what doesn’t

06:40 The core rules of a 1031 Exchange

07:38 Following the timelines and deadlines of a 1031 Exchange

09:14 Top strategies to maximize 1031 Exchange benefits

10:39 Planning your 1031 Exchanges with estate and succession in mind

11:25 The risks and pitfalls of a 1031 Exchange

14:48 How to get started with a 1031 Exchange

15:55 Why documentation and audit readiness is important for a 1031 Exchange

Quotables

“The one person you never really want to challenge is the IRS.”

“This investment strategy is one that there’s no gray area. It’s very cut and dry.”

“You can expedite your success in real estate investing, but you have to go about it the right way.”

Links

Website: REI INK Magazine https://rei-ink.com/

Website: RCN Capital https://www.rcncapital.com/podcast

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Email: RCN Capital info@rcncapital.com