#11 The 1031 Exchange Strategies to Maximize Returns and Defer Taxes
Discover 1031 exchange strategies with Mitch Flax, CAIA—learn to defer taxes, boost returns, and apply proven alternative investment tactics for mid-stage investors.
Alternative Investments & 1031 Exchange Strategies with Mitch Flax
Maximize returns with smarter 1031 exchange strategies. In this episode of Alt Investing Made Easy, Mitch Flax, CAIA, reveals how mid-stage investors can leverage 1031 exchange strategies and alternative investments to grow wealth, defer taxes, and mitigate risk. From decoding key investment metrics to uncovering qualitative due diligence secrets, Mitch simplifies complex concepts into actionable steps—empowering you to make confident, informed allocation decisions in today’s evolving market.
Top Takeaways
- 1031 exchanges can be structured for both tax efficiency and strong returns—beyond traditional DSTs.
- Qualitative due diligence is as critical as the numbers—know the people and incentives behind the deal.
- Key metrics like IRR, MOIC, and cash-on-cash return must be evaluated in context, not isolation.
- Short-term bridge financing can unlock higher yields while maintaining multiple exit strategies.
- CAIA designation offers a structured framework for evaluating alternative investments.
- Market timing is secondary—focus on long-term portfolio goals and risk alignment.
- Better questions lead to better deals—challenge assumptions and dig deeper.
Chapters
00:00 – Introduction to Alternative Investments
02:57 – Mitch Flax’s Background and Career Journey
06:07 – Net Equity Capital & 1031 Exchange Opportunities
08:53 – Understanding the CAIA Designation
12:00 – Key Investment Metrics Explained
14:58 – Evaluating Private Investments Beyond the Numbers
17:55 – The Role (and Limits) of the Sharpe Ratio
21:08 – Applying Metrics to Real-World Deals
23:54 – Deep Dive: 1031 Exchange Solutions
27:10 – Alternative Vehicles for 1031 Exchanges
30:34 – Balancing Returns and Risk in Real Estate
32:15 – Syndicating Commercial Real Estate Investments
37:42 – Mastering Qualitative Assessment
43:37 – Market Predictions & Economic Outlook
48:19 – Sports Betting as an Investment Model
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
Mitch Flax, CAIA
Founder & Chief Investment Officer at Net Equity Capital
Mitch Flax is responsible for thoughtfully sourcing, conducting due diligence, and syndicating private investments. He holds the Chartered Alternative Investment Analyst (CAIA) designation, which is foundational to Net Equity Capital’s strategic vision. The CAIA charter has significantly influenced Net Equity’s ethos and approach, reflecting Mitch’s thorough investment analysis methodology. His commitment to excellence and continuous learning forms the core principles of Net Equity Capital.
Prior to founding Net Equity, Mitch was a Managing Director at MassMutual where he served as a consultant to RIAs, independent broker/dealers, and other private wealth intermediaries in Texas. He was responsible for DC/DB plan distribution in both the private and public sector.
Mitch brings 20 years of in-depth and diverse investment experience, he has represented and advised top tier asset managers across multiple investment disciplines including real estate investment trusts (REITS), technology, tax advantaged fixed income, and equity sectors. He is an active real estate investor, syndicator, and developer. Additionally, Mitch has a passion to help startups through the Techstars ecosystem and is an active LP at Everywhere Ventures.
