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1031 Exchange Rules and Requirements with Ron Ricard

1031 Exchange Rules and Requirements with Ron Ricard

When we dive deep into an area of real estate related to tax and investments – there is ONE guest we know we can (and must!) turn to: Ron Ricard! As a designated Certified Exchange Specialist® (one of only 130 in the nation!) and Vice President of IPX 1031, Ron is someone we are pleased to call an educator, expert, industry peer, active investor and of course – a friend! This week he joins Real Estate Radio LIVE in the first of a 2-part series dedicated to tax deferred exchanges.

Ron will provide an extended overview of the rules and requirements for a 1031 exchange, including aspects of the tax payer and the property at hand. Just a few of the concepts that we will cover include:

| The 3-property rule
| The two-hundred percent rule
| The 95% percent exception rule
| Debt vs. equity when ‘trading up”
| Hold time (it is NOT in the IRC code)
| Related parties including family members, corporations, grantors, fiduciaries, etc.
| Other real & personal property considerations

This is going to be an engaging and informative discussion so be sure to listen to our podcast on iTunes, Bobbi’s website or Real Estate Radio LIVE! We’d like to sincerely thank Ron for his time, energy & expertise – and thank you to our loyal listeners for your support of our podcast programming. YOU are why we do what we do, so don’t forget to leave a review if you love what you hear!

Be sure to check out our website for additional resources, exquisite properties and more at To reach Bobbi directly call (650) 346-5352 or email her at

If you wish to contact Joe Cucchiara email him at, call (408) 838-9060 or simply visit We also provide additional information to help you make smart decisions in and around your real estate venture.


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