Quote from @Alex Todd: Hi all - my wife and I are planning on a April 2025 1031 exchange into a larger (for us at least...like 5-8 units) multifamily unit.

You can use 1031 exchanges to trade multiple properties for fewer to make it easier to manage in retirement or even to trade into passive real estate investments. 7.

They know their rate.The stock forms from my CPA include a tax comparison page that makes it easy to calculate the effective tax rate and compare line items year over year.

They would receive equivalent money plus an interest rate better than a savings account (plus less volatility if they wanted to put $$ into stock market).   

If we take the minimum for credit, it will be $100 instead of $2,000 or less.We have stock portfolio that we don't want to touch for the rehab around $200,000 that is liquid upon selling. 

I would consider 1031 exchange to one high quality Nevada or Arizona SFH or duplex but high prices and 7% interest rates are dissuading me from doing anything.

@Duy Xuan Do, if you do a 1031 exchange on the sale of your investment property you can buy multiple duplexes. 

is this loan secured by your primary residence as a HELOC  or are you borrowing against your stock/bond portfolio ?

BP has helped me meet real people in real life who are able to offer advice and exchange idea.

I sold ownership in one of the companies I had invested in the UK and took out some stock investments that I had.