meta_pixel
Tapesearch Logo
Log in
The Best Ever CRE Show

JF3745: Smart Tax Strategy: Breaking Free from 1031 Exchange Limitations ft. Brett Swarts

The Best Ever CRE Show

Best Ever CRE

Business, Investing, Entrepreneurship

4.7996 Ratings

🗓️ 5 December 2024

⏱️ 41 minutes

🧾️ Download transcript

Summary

In this episode, Amanda Cruise and Ash Patel interview Brett Swarts, founder and CEO of Capital Gains Tax Solutions. Brett shares his journey from struggling in the real estate market to managing over $150 million in assets. He discusses the Deferred Sales Trust (DST) as an alternative to the 1031 exchange, highlighting its flexibility, tax benefits, and how it can be used for various asset types. The conversation delves into the pros and cons of DSTs, income generation strategies, and the importance of understanding tax implications when making investment decisions. Brett also shares personal anecdotes and insights on navigating the real estate landscape. Brett Swarts | Real Estate Background Founder and CEO of Capital Gains Tax Solutions Based in: St Augustine, FL Say hi to them at: www.brettswarts.com www.capitalgainstaxsolutions.com LinkedIn www.youtube.com/@BuildItToBillions www.youtube.com/@CapitalGainsTaxSolutions Sponsors: Altra Running Sunrise Capital Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

Click on a timestamp to play from that location

0:00.0

Are you looking for a tax-efficient way to build long-term wealth through commercial real estate?

0:05.0

Look no further than Sunrise Capital, where smart money meets affordable housing.

0:09.9

Sunrise Capital's mobile home park investment funds have delivered 28 consecutive quarters of on-time

0:15.8

distributions, with current investors earning 8 to 10% preferred returns with 16% targeted annual returns.

0:23.4

What sets Sunrise Capital apart?

0:25.6

They buy with a margin of safety using conservative leverage that's kept them stable,

0:30.1

while others have struggled with rising rates.

0:32.8

Their forever hold model prioritizes return of capital within seven years while building long-term wealth.

0:39.5

Plus, they're laser focused on the affordable housing niche, a sector with limited supply and

0:45.1

growing demand. Add on the exceptional depreciation and tax benefits that come with investing in

0:50.6

mobile home parks, and it's easy to see why investors have trusted Sunrise Capital

0:54.8

for more than a decade. Led by industry veterans Kevin Bup and Brian Speer, Sunrise Capital

1:00.5

is vertically integrated and has never made a capital call, never paused distributions, and

1:05.5

has never lost investor capital. These are all reasons why I myself have invested with Sunrise capital. So if you're a

1:12.6

high net worth individual looking for long-term growth in a passive, tax-efficient vehicle, visit

1:17.7

investwithsunrise.com to learn about their current fund offering. That's invest with sunrise.com

1:23.7

to get started today. Quick disclaimer, the views and opinions expressed in this podcast are

1:28.9

provided for informational purposes only and should not be construed as an offer to buy or sell

1:33.9

any securities or to make or consider any investment or course of action. For more information,

1:40.1

go to best ever show.com. If you're a real estate agent or an investor, friends don't let friends

1:45.8

overpay for a 1031 exchange. So you never want to be caught not having an alternative just in

1:52.1

case it doesn't work out. We provide that. Or be doing a bifracture 1031. You're doing a partial 1031,

...

Please login to see the full transcript.

Disclaimer: The podcast and artwork embedded on this page are from Best Ever CRE, and are the property of its owner and not affiliated with or endorsed by Tapesearch.

Generated transcripts are the property of Best Ever CRE and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.

Copyright © Tapesearch 2026.