Ep #118: Learn About this Little Known Alternative to the 1031 Exchange called the Deferred Sales Trust and How it Can Be an Absolute Game Changer to Your Real Estate Business

Real Estate Investing for Cash Flow with Kevin Bupp

Kevin Bupp

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4.9 • 675 Ratings

🗓️ 13 July 2016

⏱️ 56 minutes

🔗️ Recording | iTunes | RSS

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Summary

Our guest for this week’s show is Deferred Sales Trust Expert, Richard Hershey.

In today’s show, I’ll be speaking with Richard about this 1031 exchange alternative called the deferred sales trust. If you’ve ever been involved in a 1031 transaction before then you know that the short time constraints can be absolutely nerve wrecking and a failed 1031 can leave your money tied up for up to 6 months, and worst yet, a failed 1031 means that all those capital gains you were trying to avoid paying will now be fully realized. Well, welcome to what I’d like to refer to as your 1031 plan "B". Whether you’re a new investor or seasoned pro, I’m positive that you’ll get a ton of value from my interview with Richard today.

In this show with Richard you’re going to learn:

What exactly a deferred sales trust is and how this estate planning instrument can offer you an alternative to a 1031 exchange and actually become a “plan B” or failsafe in case you encounter a failed 1031 exchange,
The benefits of being able to purchase investments other than just real estate from your sales proceeds by use of the deferred sales trust. These investments could be bonds, stocks, annuities, etc.
The costs and fees associated with this type of structure.
How, we real estate investors can use this as a strategy when dealing with sellers who don’t have an interest in buying more property and who also have a fully depreciated asset that will have some major tax consequences should they sell. In my business I deal with a lot of mom and pop sellers who are in this exact scenario where a deferred sales trust would be the perfect way for them to sell their property without having to exchange into another active real estate investment while still mitigating their exposure to uncle sam.
And much more

Recommended Resources:

Grab a free copy of my latest book “The 21 Biggest Mistakes Investors Make When Purchasing their First Mobile Home Park…and how to avoid them MobileHomeParkAcademy.com
Download my free success guide, “7 habits of highly successful multi-family investors” by going to KevinBupp.com/guide
Schedule your free 30 minute "no obligation" call directly with Kevin by clicking this link https://www.timetrade.com/book/KV2D2
Looking to invest in Mobile Home Parks? Want to JV with me on deals? If so, schedule a call with me and let’s talk. Click here https://www.timetrade.com/book/KT36S

Transcript

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0:00.0	You've been searching for the best way to generate passive income in your life and heard that real estate is a great way to do it.
0:09.4	But you're tired of all the so-called gurus who are all talk and no substance.
0:15.3	Get ready to celebrate because Kevin Buck has spent 14 years successfully making it happen.
0:21.7	This is the Real Estate Investing for Cashflow podcast.
0:25.2	Now, here's Kevin Bup.
0:30.1	Hey guys, Kevin Bup here with episode number 118 of the Real Estate Investing for Cashflow
0:35.1	Podcast, where missions to help you build and maintain
0:38.0	massive amounts of cash flow through income producing real estate investments. Our guest for this
0:43.5	week's show is Deferred Sales Trust expert Richard Hershey. And in today's show, we're going to be
0:48.2	speaking with Richard about this 1031 exchange alternative that we like to call the Deferred Sales
0:53.8	Trust. If you've ever been involved
0:55.6	in a 1031 transaction before, then you know that the very short time constraints can be
1:00.0	absolutely nerve-wrecking and a failed 1031 can leave your money tied up for as long as six
1:04.7	months. And worse yet, a failed 1031 also means that all those capital gains that you
1:09.8	were trying to avoid paying will now
1:11.5	fully be realized. Well, welcome to what I'd like to refer to as your 1031 plan B. Whether you're a new
1:17.8	investor or season pro, I'm positive that you'll get a ton of value from my interview with Richard
1:21.8	today. And in the show with Richard, you're going to learn the following. You'll learn what exactly
1:25.9	a deferred sales trust is and how this estate planning instrument can offer you an alternative to a 1031 exchange and actually
1:32.4	become a plan B or a failsafe in case you encountered a failed 1031 exchange. You'll learn about the
1:38.7	benefits of being able to purchase investments other than just real estate from your sales proceeds
1:43.2	by the use of the
	...

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