If you’re tired of managing properties or just looking for smarter ways to grow your wealth, this episode is for you. In this solo episode, I discuss 1031 exchange strategies that don't include rolling your investment into the same kind of real estate.

Here are my top 3 takeaways:

• 1031 Exchanges Aren’t One-Size-Fits-All

You don’t have to trade one rental property for another. You have more flexible options, including investing in managed real estate solutions.

• Explore Delaware Statutory Trusts (DSTs)

With DSTs, you can 1031 into professionally managed commercial properties (like hotels or office buildings), so you get “mailbox money” without the headaches of property management.

• Mineral Rights

A little-known 1031 option: oil and gas mineral rights. You can swap your investment property for the rights to land resources and earn ongoing royalties—plus, these assets can be passed down to heirs!

For more detail on 1031s, please listen to the previous episode with Michael Velasco (Ep 82)

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Disclaimer:

The information discussed in this podcast is for educational and informational purposes only and does not constitute an offer to sell, or a solicitation of an offer to buy, any securities, investments, or financial instruments. Private placements and alternative investments are speculative and involve significant risks, including the potential loss of your entire investment. These investments are often illiquid, meaning they may not be easily sold or converted to cash, and investors should be prepared to hold them for an extended period of time. These opportunities are typically suitable only for accredited investors and may not be appropriate for all listeners. Always consult with a qualified financial advisor, attorney, or tax professional before making any investment decisions. The hosts and guests of this podcast are not responsible for any actions taken based on the information presented.

Today we talk the ins and outs of 1031 exchanges—a powerful real estate tool that lets investors defer taxes when selling investment or business property. Michael Velasco, founder and qualified intermediary of Exchangeable, and one of only around 120 certified exchange specialists nationwide.

We discuss what a 1031 exchange really is, why so many property owners still don’t know about it, and the nuts and bolts you need to get started.

We talk about the different types of exchanges (including the elusive reverse and improvement exchanges), strategies to avoid common pitfalls, and the importance of understanding your legal entities and getting expert advice before beginning.

Top 3 takeaways:

• 1031 Exchanges Are Only for Investment/Business Properties
  Personal residences don’t qualify—you must own rental or business real estate to take advantage of these powerful tax deferral strategies.
• Timelines Matter: 45 Days to Identify, 180 Days to Close
  After selling your property, you have 45 days to identify a replacement and 180 days to complete the transaction. Missing these deadlines can kill your exchange.
• Structure and Expertise Are Key
  The nuances of entity setup, property title, and choosing the right type of exchange (standard, reverse, improvement) can make or break your outcome. Work with a qualified intermediary early, and don’t skimp on the expert advice—mistakes are costly!

Connect with Michael Velasco- www.1031exchangeable.com

Take the quiz - How Alternative Assets Can Fit in Your Portfolio

Ready for the next step?

• Subscribe to the Podcast: pod.link/1671924778
• Don't forget to leave a review!
• Follow Michelle for more financial tips:
  • YouTube: youtube.com/@theunconventionalinvestor
  • Instagram: instagram.com/michelle.e.moses
  • Website: www.mefinancial.net

Disclaimer:

The information discussed in this podcast is for educational and informational purposes only and does not constitute an offer to sell, or a solicitation of an offer to buy, any securities, investments, or financial instruments. Private placements and alternative investments are speculative and involve significant risks, including the potential loss of your entire investment. These investments are often illiquid, meaning they may not be easily sold or converted to cash, and investors should be prepared to hold them for an extended period of time. These opportunities are typically suitable only for accredited investors and may not be appropriate for all listeners. Always consult with a qualified financial advisor, attorney, or tax professional before making any investment decisions. The hosts and guests of this podcast are not responsible for any actions taken based on the information presented.

If you’ve ever wondered how you can generate passive “mailbox money” from the energy sector, or if you’re looking for creative 1031 exchange opportunities, this episode is for you. Jace Graham, a fourth-generation oil & gas expert and CEO and Founder of Rising Phoenix Capital joins us to explain how mineral rights work and how his team acquires off-market mineral rights.

Top 3 takeaways:

• Mineral Rights = Passive “Mailbox Money”
  By owning mineral rights, investors can earn regular royalty payments from oil and gas production—without the risks or hassles of drilling themselves. It’s a truly passive income stream that’s less “hands-on” than many real estate or drilling deals.
• Unique & Direct Acquisition Approach
  Rising Phoenix Capital stands out by doing serious ground work—they source mineral rights directly from owners, avoiding auctions and middlemen. This potentially allows for better pricing and value for their investors.
• Great 1031 Exchange Option
  Since mineral rights are considered real estate, investors can use 1031 exchanges to defer taxes by transitioning from investment property into mineral rights. This opens the door for retiring landlords or anyone looking to reposition their portfolio while keeping more money compounding for them

Read more at www.rising-phoenix.com

Take the quiz - How Alternative Assets Can Fit in Your Portfolio

Ready for the next step?

• Subscribe to the Podcast: pod.link/1671924778
• Don't forget to leave a review!
• Follow Michelle for more financial tips:
  • YouTube: youtube.com/@theunconventionalinvestor
  • Instagram: instagram.com/michelle.e.moses
  • Website: www.mefinancial.net

Disclaimer:

The information discussed in this podcast is for educational and informational purposes only and does not constitute an offer to sell, or a solicitation of an offer to buy, any securities, investments, or financial instruments. Private placements and alternative investments are speculative and involve significant risks, including the potential loss of your entire investment. These investments are often illiquid, meaning they may not be easily sold or converted to cash, and investors should be prepared to hold them for an extended period of time. These opportunities are typically suitable only for accredited investors and may not be appropriate for all listeners. Always consult with a qualified financial advisor, attorney, or tax professional before making any investment decisions. The hosts and guests of this podcast are not responsible for any actions taken based on the information presented.