A Real Case Study on Family Buyouts, 1031 Exchanges, and Preserving Generational Wealth

Описание: Family real estate partnerships work great until one sibling wants out and everyone’s trying to avoid a tax bomb. In this episode, René Nelson breaks down a real case study and the cleanest options families can use to restructure ownership, create liquidity, and protect long-term wealth.

🎙️EPISODE OVERVIEW
In this Multifamily Minute, René and Brittny walk through “Mark’s” situation - four siblings, five properties, and three competing goals: liquidity, control, and generational planning. They cover the main paths families consider and why timing, structure, and tax strategy matter before anyone starts deeding or selling.

🧠 WHAT WE COVER
⦿ What happens when one family partner wants to exit
⦿ Cash-out refinance vs. selling vs. restructuring ownership
⦿ How buyouts can unintentionally trigger capital gains
⦿ Using 1031 strategy to preserve long-term wealth
⦿ Why timing and structure matter more than most owners realize

💌 STAY AHEAD YOUR WAY
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📅 BOOK A CALL
If you’re a family-owned apartment owner in Oregon, you don’t have to navigate your next move alone. From 1031 exchanges to retirement planning, I help owners protect equity and plan for the future. Schedule a strategy call: https://linktr.ee/renenelsonccim

🔗 CONNECT WITH ME
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