The 1031 Exchange Brothers

In this special edition of the Exchange Bros, David and Tom dive deep into the world of self-directed IRAs — what they are, how they work, and how you can take control of your retirement dollars to invest in real estate, private loans, and beyond. They break down: Why Wall Street IRAs are limiting your options The difference between “true” self-direction vs. what your broker says How to structure...

In this episode, David Moore of Equity Advantage sits down with CPA and tax strategist Jonathan McGuire of Aldrich Advisors to unpack the sweeping real estate tax changes brought about by Trump's One Big Beautiful Bill. From the latest on Opportunity Zones and 1031 exchanges to new rules around bonus depreciation, cost segregation, Section 179, and the permanent Qualified Business Income Dedu...

The new One Big Beautiful Bill Act (OBBBA) just passed, and it's set to transform the real estate landscape. From permanent Opportunity Zones to critical updates on 1031 exchanges, bonus depreciation, and SALT deductions, this legislation could have major implications for investors, agents, and property owners. In this in-depth conversation, David Moore of Equity Advantage and guest, Dan Wagn...

Tired of government overreach, rent control chaos, and the Terrible T’s (tenants, toilets, trash)? You’re not alone, and you do have options. In this episode, David Moore and Robert Smith sit down with DST veteran Scott Dixon of Inspired Healthcare Capital to break down how Delaware Statutory Trusts (DSTs),  especially in the senior living space — are helping investors escape high-maintenance real...

What happens when your sale gets delayed, your replacement property is ready to close, and your financing falls through? In this episode, David and Tom Moore from Equity Advantage dive into the complex world of reverse 1031 Exchanges and the creative financing strategies that can keep your deal alive. This episode covers:  What a reverse exchange is and why you can’t own both properties at once Ho...

In this episode of The Exchange Brothers , David and Tom delve into a crucial topic for real estate investors: determining dealer status and its impact on completing a 1031 exchange . Using the Klarkowski Court Case , they walk through the 9 IRS factors that help identify whether a property is held for investment or resale , and what that means for your tax strategy. Common misconceptions about ho...

Thinking of exiting real estate but dreading the capital gains tax? In this episode of the Equity Advantage podcast, we sit down with charitable planning expert Lon Dufek (CFP®, CPA) to explore how a Charitable Remainder Trust (CRT) can be a powerful exit strategy — especially for those tired of managing property or not interested in a 1031 exchange. Topics Covered: What is a Charitable Remainder...

Real estate pros David Moore, Steve Mark (Emerson Equity), and Bob Smith (Peregrine Private Capital) break down the best DST and 1031 exchange strategies for 2025. Learn how to preserve wealth, defer taxes, and diversify your investment portfolio with real stories, expert insight, and decades of experience. Topics include: DST vs. TIC structures Risks of 721 UPREITs Why preservation beats ROI Red...

Join David and Tom Moore — The Exchange Brothers — as they unpack everything from their recent trip to Southern California to the complex world of 1031 exchanges and Delaware Statutory Trusts (DSTs). In this episode, they explore how DSTs can be used for tax deferral, common misconceptions about debt replacement, and real-world scenarios involving estate planning, reverse exchanges, and improvemen...

Discover the truth about the 1031 exchange holding period requirement! Many real estate investors are misinformed about this crucial aspect of tax-deferred exchanges. Join David and Tom Moore, the Exchange Brothers , as they break down the myths—like the 5-year holding period—and dive into IRS rules and regulations to uncover the real requirements for a successful 1031 exchange. From exchange time...

Want to keep more of your hard-earned real estate profits? In this episode, we’re diving into powerful tax-saving strategies that savvy investors use to build and preserve wealth. Join us as Rene Nelson of Pacwest Commercial Real Estate breaks down 1031 Exchanges, Section 121 exclusions, and Delaware Statutory Trusts (DSTs)—what they are, how they work, and how you can leverage them to defer taxes...

In this episode, David and Tom Moore, better known as The Exchange Brothers from 1031exchange.com, tackle the most pressing topics in real estate and tax planning. We’ll break down: C Corps vs. S Corps : Which structure is right for you? HELOCs : How they fit into your financial strategy. Improvement Exchanges : When are they worth it? IRS Disaster Extensions : What California fire victims need to...

We are thrilled to welcome two heavyweights in the world of real estate to the channel! Kings of the DST space - Keith Lampi of Inland Real Estate Corporation , and broker Robert Smith of Peregrine Private Capital join us to dive deep into Delaware Statutory Trusts (DSTs) and their growing popularity. We will cover, the top DST opportunities to watch in 2025, and why they are becoming the go-to op...

Join us for a special Halloween-themed episode of 1031 Exchange Bros ! We're counting down to 10-31 with expert insights and eerie tales from David and Tom Moore of Equity Advantage.  But don't be scared, this episode ends on a treat 🎉 as we show you how to defer your taxes with the power of the 1031 exchange! Catch this spooktacular episode now… if you dare.  Send us Fan Mail Thanks fo...

We are back to bring you the latest in the world of 1031 Exchanges! This week we are pleased to introduce David's Co-Founder and brother, Tom Moore. This episode will cover the latest tax proposals and what they mean for your exchange, along with a few client questions.  Send us Fan Mail Thanks for listening! Subscribe to get all of the latest tax news and information. 

David and Tom Moore founded Equity Advantage in 1991 after successful careers as commercial real estate investors. At that time, they had acquired several investment properties in Oregon and found 1031 facilitation resources in the Pacific Northwest lacking. Taking their personal experience with the 1031 process as investors—and the counsel of a friend who owned an exchange firm in California—the...