5 • 1.1K Ratings
🗓️ 14 November 2025
⏱️ 50 minutes
🧾️ Download transcript
What if you could sell a business or a building and legally keep more of the upside? In this episode, David Wilson pulls back the curtain on practical, battle-tested strategies from donor-advised funds that front-load deductions to the often-missed QSBS play that can zero-out $10M–$15M of capital gains (per shareholder!) when structured right. No hype, just the frameworks sophisticated investors actually use.
Listen now to hear the exact sequencing David recommends for exits without a 1031.
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| 0:00.0 | You're listening to the Creative Capital podcast. |
| 0:07.7 | You're dying to learn about how you can create wealth through real estate investing. |
| 0:10.9 | Then you come to the right place. |
| 0:13.2 | Join in every week as we go over the ends and outs of real estate investing |
| 0:17.3 | and learn how you too can become financially free. |
| 0:37.5 | David Wilson. What's going on, man? Good to have you out on the show with us. Great to be here. Looking forward to the conversation. I know. I know we had to reschedule this one, so I'm glad we were able to make it happen. Now, for all the listeners out there, they're listening to this for the first time, and they're like, who the ex-David Wilson? |
| 0:41.9 | Could you give us just a brief insight into kind of your background? |
| 0:44.9 | And ultimately, kind of what got you into the real estate space? |
| 0:48.5 | Yeah, so I own a wealth management firm here in New York City. |
| 0:53.2 | And essentially, we help people make progress on their financial lives. And so what that really means is the most |
| 0:56.0 | important decision when it comes to people's financial lives is just how they're going to allocate |
| 0:59.9 | capital. And real estate just has so many tax incentives in terms of the ability to create wealth. |
| 1:09.5 | And so for me, I've always been around, my dad was a CPA, |
| 1:13.7 | right? So even as I was growing up, I was getting these sort of little bits of financial |
| 1:18.3 | literacy knowledge at the time. And we talked about real estate investments as well as different |
| 1:25.2 | tax tricks and tips and things like that. And so, yeah, |
| 1:28.3 | it was almost destiny that I kind of ended up as a financial advisor trying to get people |
| 1:34.4 | to really make progress on their personal well. So how long have you been doing this now? |
| 1:41.3 | Gosh, I've been in financial services for about 25 years. I had an investment banking career |
| 1:46.8 | out of college. And then it was full time into being an advisor to people. I got it since |
| 1:54.9 | 2010. So before that, were you just in college or what did you do before? Yeah, no, I was out of college. I came to New York. |
| 2:01.7 | I worked for an investment bank. |
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