The 1031 Show™

On The 1031 Show™: Financial Planning for Real Estate Investors you’ll learn strategies for potential tax deferral and investment customization on your underperforming and highly appreciated investment real estate properties. Learn how to simplify the 1031 exchange and how you may be able to leave the burden of active property management behind and graduate to passive ownership of professionally managed, income producing real estate investments that are customized to your retirement and legacy needs. Join Wally Smith, ChFC® and RICP®, and creator of Impact 1031™ to learn what you need to know about Financial Planning for Real Estate Investors™.

3 Signs Your Investment Real Estate May Not Be as Passive as You Think 03/03/2025

5 Not So Obvious Tips for Investment Real Estate Owners 02/03/2025

I Talked to 1000 Trapped Investment Real Estate Owners... This is What I Learned 01/20/2025

If I Wanted to Keep My Real Estate From Killing My Dream Life in 2025... This is What I Would Do 01/06/2025

Talking San Diego Real Estate - SPECIAL - David Waitley 08/22/2023

History and Overview of the 1031 Exchange | Season 1 Episode 1 05/04/2023

History and Overview of the 1031 Exchange | Season 1 Episode 1 We review the history and the rules and considerations of a 1031 exchange. Disclosures: © 2022 Ridgegate Financial. All Rights Reserved. “Purpose. Planning. Portfolio.®” is a registered trademark of Ridgegate Financial in the United States. Impact 1031™ is a DBA of Ridgegate Financial, LLC. Not an offer to buy, nor a solicitation to sell securities. All investing involves risk. Past performance is not indicative of future results. Speak to your finance and/or tax professional prior to investing. Securities offered through Emerson Equity LLC Member: FINRA/SIPC. Only available in states where Emerson Equity LLC is registered. Emerson Equity LLC is not affiliated with any other entities identified in this communication. Investment advisory services offered through AE Wealth Management (AEWM). Emerson Equity, Ridgegate Financial LLC and AEWM are not affiliated entities. 1031 Risk Disclosure: • There is no guarantee that any strategy will be successful or achieve investment objectives; • Potential for property value loss – All real estate investments have the potential to lose value during the life of the investments; • Change of tax status – The income stream and depreciation schedule for any investment property may affect the property owner’s income bracket and/or tax status. An unfavorable tax ruling may cancel deferral of capital gains and result in immediate tax liabilities; • Potential for foreclosure – All financed real estate investments have potential for foreclosure; • Illiquidity – Because 1031 exchanges are commonly offered through private placement offerings and are illiquid securities. There is no secondary market for these investments. • Reduction or Elimination of Monthly Cash Flow Distributions – Like any investment in real estate, if a property unexpectedly loses tenants or sustains substantial damage, there is potential for suspension of cash flow distributions; • Impact of fees/expenses – Costs associated with the transaction may impact investors’ returns and may outweigh the tax benefits /episode/index/show/the1031show/id/26757297

Episode 27 | Jeff Hertz from Cantor Fitzgerald | The 1031 Show™ 03/24/2023

Episode 27 | Jeff Hertz from Cantor Fitzgerald | The 1031 Show™ 1031 Exchange Rules and Regulations with Jeff Hertz from Cantor Fitzgerald Disclosures: © 2022 Ridgegate Financial. All Rights Reserved. “Purpose. Planning. Portfolio.®” is a registered trademark of Ridgegate Financial in the United States. Impact 1031™ is a DBA of Ridgegate Financial, LLC. Not an offer to buy, nor a solicitation to sell securities. All investing involves risk. Past performance is not indicative of future results. Speak to your finance and/or tax professional prior to investing. Securities offered through Emerson Equity LLC Member: FINRA/SIPC. Only available in states where Emerson Equity LLC is registered. Emerson Equity LLC is not affiliated with any other entities identified in this communication. Investment advisory services offered through AE Wealth Management (AEWM). Emerson Equity, Ridgegate Financial LLC and AEWM are not affiliated entities. 1031 Risk Disclosure: • There is no guarantee that any strategy will be successful or achieve investment objectives; • Potential for property value loss – All real estate investments have the potential to lose value during the life of the investments; • Change of tax status – The income stream and depreciation schedule for any investment property may affect the property owner’s income bracket and/or tax status. An unfavorable tax ruling may cancel deferral of capital gains and result in immediate tax liabilities; • Potential for foreclosure – All financed real estate investments have potential for foreclosure; • Illiquidity – Because 1031 exchanges are commonly offered through private placement offerings and are illiquid securities. There is no secondary market for these investments. • Reduction or Elimination of Monthly Cash Flow Distributions – Like any investment in real estate, if a property unexpectedly loses tenants or sustains substantial damage, there is potential for suspension of cash flow distributions; • Impact of fees/expenses – Costs associated with the transaction may impact investors’ returns and may outweigh the tax benefits /episode/index/show/the1031show/id/26335224

Episode 26 | Jeff Montgomery with Core Pacific | The 1031 Show™ 12/13/2022

Episode 26 | Jeff Montgomery with Core Pacific | The 1031 Show™ DST Acquisition Considerations with Jeff Montgomery Disclosures: © 2022 Ridgegate Financial. All Rights Reserved. “Purpose. Planning. Portfolio.®” is a registered trademark of Ridgegate Financial in the United States. Impact 1031™ is a DBA of Ridgegate Financial, LLC. Not an offer to buy, nor a solicitation to sell securities. All investing involves risk. Past performance is not indicative of future results. Speak to your finance and/or tax professional prior to investing. Securities offered through Emerson Equity LLC Member: FINRA/SIPC. Only available in states where Emerson Equity LLC is registered. Emerson Equity LLC is not affiliated with any other entities identified in this communication. Investment advisory services offered through AE Wealth Management (AEWM). Emerson Equity, Ridgegate Financial LLC and AEWM are not affiliated entities. 1031 Risk Disclosure: • There is no guarantee that any strategy will be successful or achieve investment objectives; • Potential for property value loss – All real estate investments have the potential to lose value during the life of the investments; • Change of tax status – The income stream and depreciation schedule for any investment property may affect the property owner’s income bracket and/or tax status. An unfavorable tax ruling may cancel deferral of capital gains and result in immediate tax liabilities; • Potential for foreclosure – All financed real estate investments have potential for foreclosure; • Illiquidity – Because 1031 exchanges are commonly offered through private placement offerings and are illiquid securities. There is no secondary market for these investments. • Reduction or Elimination of Monthly Cash Flow Distributions – Like any investment in real estate, if a property unexpectedly loses tenants or sustains substantial damage, there is potential for suspension of cash flow distributions; • Impact of fees/expenses – Costs associated with the transaction may impact investors’ returns and may outweigh the tax benefits /episode/index/show/the1031show/id/25590408

Episode 23 | Inspired Healthcare Capital | The 1031 Show™ 08/08/2022

Episode 23 | Inspired Healthcare Capital | The 1031 Show™ Investing In Healthcare Real Estate (Round 2) With Inspired Healthcare Capital (IHC) Disclosures: © 2022 Ridgegate Financial. All Rights Reserved. “Purpose. Planning. Portfolio.®” is a registered trademark of Ridgegate Financial in the United States. Impact 1031™ is a DBA of Ridgegate Financial, LLC. Not an offer to buy, nor a solicitation to sell securities. All investing involves risk. Past performance is not indicative of future results. Speak to your finance and/or tax professional prior to investing. Securities offered through Emerson Equity LLC Member: FINRA/SIPC. Only available in states where Emerson Equity LLC is registered. Emerson Equity LLC is not affiliated with any other entities identified in this communication. Investment advisory services offered through AE Wealth Management (AEWM). Emerson Equity, Ridgegate Financial LLC and AEWM are not affiliated entities. 1031 Risk Disclosure: • There is no guarantee that any strategy will be successful or achieve investment objectives; • Potential for property value loss – All real estate investments have the potential to lose value during the life of the investments; • Change of tax status – The income stream and depreciation schedule for any investment property may affect the property owner’s income bracket and/or tax status. An unfavorable tax ruling may cancel deferral of capital gains and result in immediate tax liabilities; • Potential for foreclosure – All financed real estate investments have potential for foreclosure; • Illiquidity – Because 1031 exchanges are commonly offered through private placement offerings and are illiquid securities. There is no secondary market for these investments. • Reduction or Elimination of Monthly Cash Flow Distributions – Like any investment in real estate, if a property unexpectedly loses tenants or sustains substantial damage, there is potential for suspension of cash flow distributions; • Impact of fees/expenses – Costs associated with the transaction may impact investors’ returns and may outweigh the tax benefits /episode/index/show/the1031show/id/25590354

Episode 22 | Brandon Raatikka with FactRight | The 1031 Show™ 07/12/2022

Episode 22 | Brandon Raatikka with FactRight | The 1031 Show™ The Importance of Due Diligence with Brandon Raatikka from FactRight Disclosures: © 2022 Ridgegate Financial. All Rights Reserved. “Purpose. Planning. Portfolio.®” is a registered trademark of Ridgegate Financial in the United States. Impact 1031™ is a DBA of Ridgegate Financial, LLC. Not an offer to buy, nor a solicitation to sell securities. All investing involves risk. Past performance is not indicative of future results. Speak to your finance and/or tax professional prior to investing. Securities offered through Emerson Equity LLC Member: FINRA/SIPC. Only available in states where Emerson Equity LLC is registered. Emerson Equity LLC is not affiliated with any other entities identified in this communication. Investment advisory services offered through AE Wealth Management (AEWM). Emerson Equity, Ridgegate Financial LLC and AEWM are not affiliated entities. 1031 Risk Disclosure: • There is no guarantee that any strategy will be successful or achieve investment objectives; • Potential for property value loss – All real estate investments have the potential to lose value during the life of the investments; • Change of tax status – The income stream and depreciation schedule for any investment property may affect the property owner’s income bracket and/or tax status. An unfavorable tax ruling may cancel deferral of capital gains and result in immediate tax liabilities; • Potential for foreclosure – All financed real estate investments have potential for foreclosure; • Illiquidity – Because 1031 exchanges are commonly offered through private placement offerings and are illiquid securities. There is no secondary market for these investments. • Reduction or Elimination of Monthly Cash Flow Distributions – Like any investment in real estate, if a property unexpectedly loses tenants or sustains substantial damage, there is potential for suspension of cash flow distributions; • Impact of fees/expenses – Costs associated with the transaction may impact investors’ returns and may outweigh the tax benefits /episode/index/show/the1031show/id/25590246

Episode 21 | Mary Jane Ogle | The 1031 Show™ 02/17/2022

Episode 21 | Mary Jane Ogle | The 1031 Show™ Top Realtor Teaches on Investment Real Estate with Mary Jane Ogle Disclosures: © 2022 Ridgegate Financial. All Rights Reserved. “Purpose. Planning. Portfolio.®” is a registered trademark of Ridgegate Financial in the United States. Impact 1031™ is a DBA of Ridgegate Financial, LLC. Not an offer to buy, nor a solicitation to sell securities. All investing involves risk. Past performance is not indicative of future results. Speak to your finance and/or tax professional prior to investing. Securities offered through Emerson Equity LLC Member: FINRA/SIPC. Only available in states where Emerson Equity LLC is registered. Emerson Equity LLC is not affiliated with any other entities identified in this communication. Investment advisory services offered through AE Wealth Management (AEWM). Emerson Equity, Ridgegate Financial LLC and AEWM are not affiliated entities. 1031 Risk Disclosure: • There is no guarantee that any strategy will be successful or achieve investment objectives; • Potential for property value loss – All real estate investments have the potential to lose value during the life of the investments; • Change of tax status – The income stream and depreciation schedule for any investment property may affect the property owner’s income bracket and/or tax status. An unfavorable tax ruling may cancel deferral of capital gains and result in immediate tax liabilities; • Potential for foreclosure – All financed real estate investments have potential for foreclosure; • Illiquidity – Because 1031 exchanges are commonly offered through private placement offerings and are illiquid securities. There is no secondary market for these investments. • Reduction or Elimination of Monthly Cash Flow Distributions – Like any investment in real estate, if a property unexpectedly loses tenants or sustains substantial damage, there is potential for suspension of cash flow distributions; • Impact of fees/expenses – Costs associated with the transaction may impact investors’ returns and may outweigh the tax benefits /episode/index/show/the1031show/id/25590162

Episode 20 | Inspired Healthcare Capital | The 1031 Show™ 02/11/2022

Episode 20 | Inspired Healthcare Capital | The 1031 Show™ Investing in Healthcare Real Estate with Inspired Healthcare Capital (IHC). Disclosures: © 2022 Ridgegate Financial. All Rights Reserved. “Purpose. Planning. Portfolio.®” is a registered trademark of Ridgegate Financial in the United States. Impact 1031™ is a DBA of Ridgegate Financial, LLC. Not an offer to buy, nor a solicitation to sell securities. All investing involves risk. Past performance is not indicative of future results. Speak to your finance and/or tax professional prior to investing. Securities offered through Emerson Equity LLC Member: FINRA/SIPC. Only available in states where Emerson Equity LLC is registered. Emerson Equity LLC is not affiliated with any other entities identified in this communication. Investment advisory services offered through AE Wealth Management (AEWM). Emerson Equity, Ridgegate Financial LLC and AEWM are not affiliated entities. 1031 Risk Disclosure: • There is no guarantee that any strategy will be successful or achieve investment objectives; • Potential for property value loss – All real estate investments have the potential to lose value during the life of the investments; • Change of tax status – The income stream and depreciation schedule for any investment property may affect the property owner’s income bracket and/or tax status. An unfavorable tax ruling may cancel deferral of capital gains and result in immediate tax liabilities; • Potential for foreclosure – All financed real estate investments have potential for foreclosure; • Illiquidity – Because 1031 exchanges are commonly offered through private placement offerings and are illiquid securities. There is no secondary market for these investments. • Reduction or Elimination of Monthly Cash Flow Distributions – Like any investment in real estate, if a property unexpectedly loses tenants or sustains substantial damage, there is potential for suspension of cash flow distributions; • Impact of fees/expenses – Costs associated with the transaction may impact investors’ returns and may outweigh the tax benefits /episode/index/show/the1031show/id/25581258

Episode 17 | Mark Dillon | The 1031 Show™ 08/16/2021

Episode 16 - Rick Wittstock | The 1031 Show™ 08/12/2020

Episode 13 - Rich Arnitz 05/27/2020

Episode 14 - Rich Arnitz 05/23/2020

The 1031 Show™

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