Skip to content
×
Try PRO Free Today!
BiggerPockets Pro offers you a comprehensive suite of tools and resources
Market and Deal Finder Tools
Deal Analysis Calculators
Property Management Software
Exclusive discounts to Home Depot, RentRedi, and more
$0
7 days free
$828/yr or $69/mo when billed monthly.
$390/yr or $32.5/mo when billed annually.
7 days free. Cancel anytime.
Already a Pro Member? Sign in here

Join Over 3 Million Real Estate Investors

Create a free BiggerPockets account to comment, participate, and connect with over 3 million real estate investors.
Use your real name
By signing up, you indicate that you agree to the BiggerPockets Terms & Conditions.
The community here is like my own little personal real estate army that I can depend upon to help me through ANY problems I come across.
Starting Out
All Forum Categories
Followed Discussions
Followed Categories
Followed People
Followed Locations
Market News & Data
General Info
Real Estate Strategies
Landlording & Rental Properties
Real Estate Professionals
Financial, Tax, & Legal
Real Estate Classifieds
Reviews & Feedback

Updated over 3 years ago on . Most recent reply

User Stats

3
Posts
0
Votes

Going from stocks to real estate

Paul Schmidt III
Posted

Hello everyone, I’m new to real estate and that even feels like an understatement.  The more I listen and read the more questions I feel like I find and need answers to.

That being said the one thing that I see many people talk about is trying to get that first deal financed and get your ball rolling.  I am in the position where I have a decent portion of stocks, they were left to me and I really have no interest in that market.

Now many people take advantage of using a 1031 exchange to go from property to property and I was curious if there is anything out there that would help avoid the tax burden of just selling off stocks to fund a first purchase.

Thanks you in advance for any and all help. 


Most Popular Reply

User Stats

903
Posts
1,126
Votes
Chris Levarek
  • Real Estate Syndicator
  • Phoenix, AZ
1,126
Votes |
903
Posts
Chris Levarek
  • Real Estate Syndicator
  • Phoenix, AZ
Replied

@Paul Schmidt III Typically need to be a substantial sum to make it worth it. However Deferred Sales Trust are one method of doing this. Recommend listening to Capital Gains Tax Solutions podcast.

Loading replies...