ONEDEAL LEARNING HUB
BRRRR and 1031 planning
Keep borrowing, cash returned and tax reporting separate. Build a refinance scenario first, then use the tax-record and exchange guides to prepare the questions for your advisers.
BRRRR Refinance: LTV Limits & Cash Left In
Work through a BRRRR refinance example using LTV and income limits, payoff costs and cash returned to estimate the money still invested.
Read the guideBRRRR Tax Records: Keep Refinance Cash Separate from Profit
Organize purchase, rehab, rental and refinance records for a BRRRR project. Separate cash returned, taxable rental results and property basis.
Read the guide1031 Exchange Deadlines: Check More Than 180 Days
Plan the standard 45-day identification period and the earlier receipt deadline for a delayed 1031 exchange, with a year-end example.
Read the guideExamples use stated assumptions. Confirm property facts and written terms before making a decision.