I also have a wide range of other investments, including stock options, which I plan to rely on in retirement.

I was suggesting that if you wanted to do a 1031 of a property held in a LLC, they would be forced to also do the 1031 exchange.

We would like to connect to exchange our experience.

Happy to connect and exchange info.Aaron

As noted, if your options are Reg D, private offering vs fully registered public offering, even if you are talking Pink Sheet (OTC) stocks, you have public filing costs, annual audit requirements, and likely more on-going expenses that have to be covered by the property(s) owned by the offering.  

not to mention you can go on E bay and for 50 bucks or less you can buy any Guru's printed materials or tapes.. they all give them at the start of their seminars in exchange for the big fee's folks pay to go.. 

I have significant enough assets and capital that I can make a few loans while still maintaining a healthy stock portfolio to keep my money working for me. 

Some will want to be on your team, and some will want to split profits with you in exchange for funding your deals. 

The 1031 exchange rule to defer your tax is two part 1) reinvest all your proceeds and 2) purchase a property (or properties / DSTs/TICs) with an equal or greater market value.  

I’m a full-time sales professional at a global GSI, so I’m seeking relatively efficient strategies.Has anyone successfully used cash-out refinances, 1031 exchanges, or other equity-based approaches to boost income?