E19: Real Property and 1031 Exchange with Jason Gorman, Attorney
In this episode of Alt Investing Made Easy, hosts Sarah Florer and Roland Wiederaenders are joined by attorney Jason Gorman from Grable Martin PLLC. They discuss Jason's extensive background in real estate law, the intricacies of title insurance, and the importance of understanding 1031 exchanges in real estate transactions. The conversation delves into the requirements for 1031 exchanges, the role of qualified intermediaries, and how to effectively integrate 1031 money into syndications. The episode emphasizes the need for education and proactive planning in real estate investments.
Credits and Contacts:
Sponsored by:
Real Advisers, Austin, Texas
Real Advisers, Austin, Texas
Special thanks to:
For more information: AltInvestingMadeEasy.com
Please contact us: info@AltIvestingMadeEasy.com
Roland Wiederanders: Roland@grablemartin.com
Sarah Florer: sflorer@grablemartin.com
Disclaimer: “This production is for educational purposes only and is not intended as investment or legal advice.”
© 2025 AltInvestingMade Easy.com LLC All rights reserved
Takeaways
- Jason Gorman has a diverse background in real estate and law.
- Understanding title insurance is crucial for real estate transactions.
- Texas operates under its own title insurance standards, separate from ALTA.
- 1031 exchanges allow investors to defer taxes on real estate sales.
- A qualified intermediary is essential for executing a 1031 exchange.
- Investors must identify replacement properties within 45 days of selling.
- You cannot mix domestic and foreign properties in a 1031 exchange.
- Mineral interests can be exchanged under 1031 rules in Texas.
- Proactive planning is key to successful real estate transactions.
- Educating clients about legal processes enhances their investment experience.
Chapters
- 00:00 Introduction to ALT Investing and Legal Expertise
- 18:37 Understanding 1031 Exchanges and Their Importance
- 27:19 Understanding 1031 Exchanges and International Real Estate
- 29:00 Exploring Mineral Estates and 1031 Exchanges
- 30:59 The Intersection of Water, Wind, and Real Estate
- 31:40 Personal Insights and Real Estate Experiences
- 36:32 Utilizing 1031 Exchange Funds in Syndications
- 40:49 The Importance of Early Legal Involvement
- 46:39 Certifications and Professional Standards in 1031 Exchanges
Creators and Guests
Host
Roland Wiederaenders
Co-founder of the Alt Investing Made Easy podcast, investment advisor, and corporate securities attorney with expertise in private investment funds, corporate/securities issues, mergers and acquisitions, partnership structuring, and federal income tax matters. Roland is also a member of Grable Martin PLLC.
Host
Sarah Florer
Co-founder of the Alt Investing Made Easy podcast, investment advisor, and corporate attorney with expertise in corporate finance and securities, structuring and restructuring, and commercial matters. Sarah is also a member of Grable Martin PLLC.
Producer
Anthony Carrano
Co-founder of the Alt Investing Made Easy podcast, fractional Chief Marketing Officer, entrepreneur, and Managing Partner at Dunamis Marketing.
