Tax Advantaged Investments in real estate DST

Money Tree Investing

Money Tree Investing Podcast

Stockmarket, Valuestocks, Investing, Finance, Passiveincome, Wealth, Business, Personalfinance

4.6 • 658 Ratings

🗓️ 23 October 2020

⏱️ 55 minutes

🔗️ Recording | iTunes | RSS

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Summary

Join us for another episode of Tax Loopholes of the Rich, where we discuss the Delaware Statutory Trust (DST), 1031 exchange, and more advanced tax strategies for investors who are looking at selling their assets. We discuss how to think about advanced tax strategies and what you goal "should" be.

For more information, visit the show notes at https://moneytreepodcast.com/tax-advantaged-investments-in-real-estate-dst-jason-salmon

^{Today's Panelists:}

^{Kirk Chisholm | Innovative Wealth}
^{Barbara Friedberg | Barbara Friedberg Personal Finance}
^{Megan Gorman | The Wealth Intersection}
^{Miranda Marquit | MirandaMarquit.com}

Transcript

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0:00.0	Welcome to the Money Tree Investing Podcast.
0:04.0	Stock market, wealth, personal finance, value stocks, invest in your life.
0:10.0	Hello, Smart Money Tree Podcasts listeners.
0:13.0	Welcome to this week's episode, the Money Tree Investing Podcast.
0:16.0	My name is Kirk Chisholm and I will be hosting the show today.
0:20.0	So today we have Jason Salomon.
0:22.1	How you doing today, Jason? I'm doing well. Thanks for asking. How are you? Doing well. We brought
0:26.9	Jason on the show because we wanted to talk about 1031 exchanges and DSTs. We've gotten a lot of
0:32.6	questions over the last year about 1031's. It's come up in a lot of conversations. We wanted to bring on an
0:38.5	expert to talk about that topic. So Jason, maybe you can tell the listeners a little bit about your
0:42.4	background. Well, my name is Jason Salmon. I'm senior vice president at K Properties. We do specialize
0:48.2	in private equity real estate as a kind of general wider description. And then as a subset of that, 1031 exchanges are a big
0:56.6	part of our business and the Delaware statutory trust structure as well. I've come to this point
1:02.4	by being on the other side of the business at the front end of my career, more on the research
1:06.5	analysis, report writing, data, gathering. And then on this part of my career, kind of morphed
1:15.1	and developed into private equity real estate through the course of a few decades. So now our
1:21.7	day-to-day is helping investors find the right securitized real estate deals, fractional ownership real estate
1:29.2	deals for their situation, whether it be for the 1031 exchange or as direct cash investments.
1:34.5	So when you say fractional real estate deals in kind of common term, what does that mean?
1:39.7	Well, it's that our firm, we work with real estate firms that go out and buy sizable real estate deals that are tens of millions of dollars in most cases.
1:50.9	In some cases, there are hundreds of millions of dollars.
1:53.6	And they'll go and they'll buy these properties.
	...

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