Deferred Sales Trusts vs. 1031 Exchange with Brett Swarts - Episode 526
Investing in Real Estate with Clayton Morris | Investing for Beginners
Clayton Morris
4.1 • 1.1K Ratings
🗓️ 25 September 2019
⏱️ 25 minutes
🧾️ Download transcript
Summary
If you find yourself wanting to sell a rental property, capital gains taxes can be incredibly challenging. By now, you probably already know the power of a 1031 Exchange. But like most strategies, a 1031 Exchange is not one-size-fits all.
On today’s show, Brett Swarts from Capital Gains Tax Solutions is here to share what a Deferred Sales Trust is, how it differs from the 1031 Exchange, and how you can use it to defer taxes when selling highly appreciated assets. This strategy is a game changer—you don’t want to miss episode 526 of Investing in Real Estate!
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Book a call with our team: https://goo.gl/qr6iat Show notes: http://morrisinvest.com/episode526
Transcript
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| 0:00.0 | Welcome in everyone to the Investing in Real Estate Show. I'm your host Clayton Morris. |
| 0:09.4 | So great to have you here. I'm a long time real estate investor. Quit my 9 to 5 a number of years ago and this show is devoted to helping you build financial intelligence so you can build financial independence and financial freedom. And sometimes we do some high-level |
| 0:24.1 | Ninja trick episodes that deep dive some really important strategies |
| 0:28.9 | that the wealthy people understand. |
| 0:31.4 | Capital gains being one of those sticking points, right? |
| 0:35.0 | That's why we heard last week or a couple of weeks ago, President Trump considering a capital |
| 0:39.1 | gains tax cut because that could have a broad impact on the economy. |
| 0:44.9 | So capital gains, how can we exceed some of the limitations and |
| 0:49.5 | some of the tax deferral limitations that exist right now with the capital gains tax laws. |
| 0:54.4 | We've got an expert on the show today, it's Brett Swaritz, he is the CEO of capital gains tax |
| 0:58.9 | solutions and he's done, let's see, what, just recently did 85 million dollars |
| 1:05.2 | in commercial real estate transactions. |
| 1:07.3 | So he knows a thing or two about this entire process |
| 1:09.7 | and he's gonna help us deep dive |
| 1:11.3 | some of these interesting points about capital gains and other parts. |
| 1:14.6 | Brett welcome to the show. |
| 1:16.0 | Hey clean, thanks for having me. |
| 1:17.3 | Absolutely. |
| 1:18.3 | Well, good to have you here. |
| 1:18.8 | So give us a little background. |
| 1:19.8 | How did you get into this? |
| 1:21.2 | This is not something that you just pick up randomly. This is a you've |
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