#19 1031 Exchange Secrets Every Real Estate Investor Should Know
Discover how a 1031 Exchange can boost real estate investing returns with expert qualified intermediary insights, tax deferral strategies, and proven portfolio growth tactics.
1031 Exchange Strategies for Real Estate Investors
Maximize returns with smart 1031 Exchange strategies. In this episode of Alt Investing Made Easy, Texas board‑certified real estate attorney Jason Gorman reveals how investors can use the 1031 Exchange to defer taxes, preserve equity, and strategically grow portfolios. From avoiding costly mistakes to structuring deals alongside syndications, Jason breaks down complex rules into clear, actionable steps — empowering you to make confident, informed investment decisions.
Top Takeaways
- Early Planning Is Critical – Engage a Qualified Intermediary before closing to preserve 1031 eligibility.
- 45/180 Day Rule Mastery – Understand the strict identification and closing deadlines to avoid disqualification.
- Like‑Kind Property Flexibility – Exchange across diverse real estate types, including certain mineral rights, if state law allows.
- Syndication Integration – Use tenants‑in‑common or Delaware Statutory Trust structures to align 1031 funds with group deals.
- Cross‑Border Limitations – U.S. property can only be exchanged for U.S. property; foreign for foreign.
- Avoid the “Too Late” Trap – Once you’ve closed and received funds, the 1031 option is gone.
- Professional Credentials Matter – Work with Certified Exchange Specialists® for compliance and peace of mind.
Chapters
0:01 – Why every deal carries risk and the importance of managing it
1:13 – Jason Gorman’s diverse real estate and legal background
6:36 – Texas vs. ALTA title standards explained
12:01 – Adding value in real estate transactions through early legal involvement
19:01 – Ground‑up development challenges and entitlement complexities
20:19 – 1031 Exchange basics: rules, timelines, and like‑kind property
24:42 – Role of the Qualified Intermediary and IRS safe harbor
27:22 – Common pitfalls and the “too late” mistake
29:02 – Cross‑border rules and special asset classes (minerals, water, wind)
36:07 – Structuring 1031 funds alongside syndications (TICs, DSTs)
46:01 – Why certifications and experience matter in choosing a QI
Credits
Sponsored by Real Advisers Capital, Austin, Texas
If you are interested in being a guest, please email us.
Disclaimers
“This production is for educational purposes only and is not intended as investment or legal advice.”
“The hosts of this podcast practice law with the law firm, Ferguson Braswell Fraser Kubasta PC; however, the views expressed on this podcast are solely those of the hosts and their guests, and not those of Ferguson Braswell Fraser Kubasta PC.”
© 2025 AltInvestingMade Easy.com LLC All rights reserved
Jason Gorman
President at Ten31 Texas and Transactional Attorney at Grable Martin PLLC
Jason Patrick Gorman is a seasoned attorney with a diverse background in real estate and commercial development. After earning his B.S. in Business with a focus on Real Estate and Urban Analysis from The Ohio State University in 1995, Jason embarked on a career in commercial development in the Washington, D.C. area. He later returned to Ohio to launch a construction and development company, followed by a full-service real estate brokerage.
Driven by a passion for law, Jason pursued his J.D. at the University of Dayton School of Law, graduating in 2012. Following law school, Jason and his wife, a native Texan, relocated their family to Austin, Texas, where he quickly became a partner in a boutique real estate law firm and, in 2018, founded Ten31 Texas, LLC, a 1031 Qualified Intermediary.
Outside of his professional life, Jason has been happily married for over 20 years and is the proud father of two daughters. He and his family enjoy traveling and have visited more than half of the National Parks in the US. Jason and his wife also enjoy challenging outdoor adventures.
Among their many adventures, they have hiked the Inca Trail to Machu Pichu, and the West Coast Trail along the coast of Canada, but their biggest adventure yet came in 2024 when then completed the Texas Water Safari, a grueling 260-mile canoe race known as the “World’s Toughest Canoe Race.”
