Work with Freeman Realty & Investments: https://freemanpmg.com/

Follow Daniel on Instagram: https://www.instagram.com/freemanrealestategroup/

Connect with Daniel on LinkedIn: https://www.linkedin.com/in/daniel-freeman-real-estate/

Connect with Josh & Ariel Messian | Peak 1031 Exchange
Website: https://peakexchange.com
Email: 1031team@peakexchange.com
Phone: (866) 357-1031

What if you could sell an investment property, defer capital gains taxes, and reinvest more of your money into your next opportunity?

In this episode of Wealth Built, Daniel Freeman sits down with Josh and Ariel Messian of Peak 1031 Exchange to break down one of real estate investing's most valuable tax-deferral strategies.

They explain the critical 45-day and 180-day deadlines, how to identify replacement properties, common mistakes that can jeopardize an exchange, and how Delaware Statutory Trusts (DSTs) and reverse exchanges work.

They also explore how 1031 exchanges can help investors diversify portfolios, improve cash flow, and build generational wealth.

Chapters:

00:00 Introduction: 1031 Exchanges Explained
00:33 What Is a 1031 Exchange?
02:00 The Rules: Qualified Intermediaries, 45 Days & 180 Days
05:24 Identifying Replacement Properties: 3-Property & 200% Rules
08:53 What Happens When You Keep Some of the Proceeds?
10:44 How to Avoid a Failed 1031 Exchange
14:12 Delaware Statutory Trusts: Passive Investing & Risks
25:00 Common Mistakes: LLCs, Title & the Right Team
39:31 Building Generational Wealth Through 1031 Exchanges
45:27 Primary Residences & Reverse 1031 Exchanges

Work with Freeman Realty & Investments: https://freemanpmg.com/

Follow Daniel on Instagram: https://www.instagram.com/freemanrealestategroup/

Connect with Daniel on LinkedIn: https://www.linkedin.com/in/daniel-freeman-real-estate/

Is hiring a property manager worth the expense, or should you manage your investment property yourself?

In this solo episode of Wealth Built, Daniel Freeman breaks down the real costs, responsibilities, and benefits of professional property management. From management fees and tenant communication to emergency repairs, trusted contractors, and protecting property value, Daniel explains what investors should consider before deciding to manage a property themselves.

Plus, discover how commercial lease structures can affect who pays management fees—and why saving money upfront could cost you more in the long run.

Chapters:

00:00 Is Hiring a Property Manager Worth It?
00:37 What Happens After You Buy an Investment Property?
01:28 Benefits of Professional Property Management
02:02 Property Management Fees Explained
03:18 When Management Fees Hurt Your Cash Flow
04:18 Protecting Your Property's Long-Term Value
06:30 The Hidden Costs of Managing Property Yourself
07:48 Finding Reliable Contractors in New Markets
08:58 DIY vs. Property Management: Making the Decision

Work with Freeman Realty & Investments: https://freemanpmg.com/

Follow Daniel on Instagram: https://www.instagram.com/freemanrealestategroup/

Connect with Daniel on LinkedIn: https://www.linkedin.com/in/daniel-freeman-real-estate/

Contact Matthew Davis, Co-founder, Sherwood Financial Partners: sherwoodfp.com

In this episode of Wealth Built, Daniel Freeman sits down with Matthew Davis, co-founder of Sherwood Financial Partners, to explore why building lasting wealth requires more than picking winning investments. Managing approximately $300 million in assets for 90 families, Matt shares how wealthy individuals approach financial planning, tax strategies, trusts, charitable giving, and real estate.

They discuss costly financial mistakes, the hidden value of underperforming properties, and why chasing short-term tax savings can hurt long-term returns. Plus, Matt explains how to balance stocks, real estate, and other investments while protecting wealth for future generations.

Chapters:

00:00 Introduction: Matthew Davis of Sherwood Financial Partners
01:22 Why Investment Returns Aren't the Whole Picture
03:10 The Wealth Mistake: Chasing Pennies, Missing Dollars
05:34 Why Complicated Financial Strategies Can Backfire
08:12 Charitable Giving: Foundations vs. Donor-Advised Funds
12:37 Trusts, Probate & Protecting Generational Wealth
17:52 Real Estate vs. Stocks: Finding the Right Balance
28:44 Unlocking Value in Underperforming Properties
30:03 Tax Strategies That Can Cost You More Later