A lot of real estate investors eventually hit the same question: “I might want to sell… but what is this going to cost me in taxes?”
Selling a rental or commercial property can trigger capital gains, depreciation recapture, state taxes, and other planning issues that are best understood before going under contract.
This month, I’m bringing in Jimmy Trebisovsky, CFP®, with Larson Financial Group, to walk through key tax-deferral strategies real estate investors should understand before they sell.
Jimmy is not just a financial planner. He has personally owned and operated residential rentals as well as commercial real estate, giving him perspective from both the planning side and the investor side.
We’ll cover:
What happens from a tax standpoint when you sell investment property.
How 1031 exchanges work and when they may make sense.
What a 721 UPREIT is and how it can support a longer-term transition strategy.
How Opportunity Zones may fit into the conversation, especially now that OBBBA has introduced Opportunity Zone 2.0 and created new planning considerations for investors.
How investors can compare staying hands-on with replacement real estate versus moving toward a more passive, professionally managed approach.
This discussion is for investors who want to think ahead, preserve flexibility, and better understand ways to maintain tax advantages they have built through real estate ownership.
Come ready to learn, ask questions, and think through your options before it is time to make your next move.