In this deep-dive episode of the Big Mike Fund Podcast, “Big Mike” Zlotnik sits down with Sean Ross, CEO of 1031X. With over 32 years of industry experience, Sean’s firm is one of the longest-standing boutique qualified intermediaries in the country. Sean brings a massive wealth of financial knowledge—ranging from M&A and currency trading to economics—to help investors navigate the complexities of 1031 exchanges.
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Timestamps
0:00 – Intro: Mike Zlotnik Welcomes Sean Ross
0:43 – Sean’s Background: M&A, Economics, and 1031 Mastery
1:27 – Life Between Denver and Toronto: A Cross-Border Perspective
2:56 – Comparing the Snow: Denver vs. Chicago vs. Toronto
4:32 – Why Do Investors Use 1031 Exchanges?
5:19 – Sean’s Path to CEO: Succession Planning in the 1031 Space
6:10 – The History of Section 1031: From Cattle to Real Estate
7:14 – Strategic Flexibility: Active vs. Passive & Geographic Shifting
8:01 – Why You Can't Do a 1031 Alone: The Role of the QI
8:38 – Choosing Your Intermediary: Institutional vs. Boutique
9:36 – The “Lane” Rule: Legal Boundaries for 1031 Providers
10:02 – Providing “Additional Value” Beyond Compliance
28:45 – What is Constructive Receipt? Avoiding Catastrophic Tax Errors
29:08 – Protecting Your Money: Wire Fraud and Secured Bank Accounts
Connect with Sean Ross
Email: sean@1031x.com
Website: https://1031x.com
LinkedIn: https://www.linkedin.com/in/
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Email: invest@tempofunding.com
*ABOUT US*
At Tempo Family of Funds & Syndications, we provide diversified, conservative commercial real estate investment opportunities tailored to meet the needs of busy investors. Our offerings include high depreciation deals, strong income funds for passive investors, and hard money loans. We manage everything from private lending to private equity and consulting. Our commitment to transparent communication, professional administration, and robust partnerships sets us apart. Our investment options span multifamily projects, self-storage, shopping plazas, industrial, hotel conversions, and more. We aim to be your go-to resource for institutional-quality investments that are tax-friendly and IRA-compatible.
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