“Thanks for saving my failed 128 unit Multifamily Complex 1031 exchange and saving me $1.1M in capital gains tax when I moved my real Real Estate Equity into a Deferred Sales Trust!”
— Dave Levenson
helping individuals sell & break out of capital gains tax jail,
one deferred sales trust at a time.
no 1031 exchange required
save thousands of $’s & hours of headaches with this ‘no-rush’ method of purchasing real estate.
no debt or like-kind required
no need to find a like-kind property or stay in unnecessary massive debt.
no investment property required
whether you’re selling a business, primary home or other highly appreciated asset, we have a solution for you
no time commitment
you’re only 5 hours away from seeing your exit plan opportunities.
use capital gains tax solutions
for yourself or your clients
who struggle with capital gains tax
when selling a highly appreciated asset
into this →
here’s how we work
Step 1. GET A E-BOOK
Get an Deferred Sales Trust E-Book on us! We think education is the key to your decision.
STEP 2. BOOK A CALL
Ready to take the next step? Give us a call to see if the Deferred Sales Trust is is right for you.
STEP 3. APPLY
Congratulations on taking the next step your financial highly appreacted asset freedom.
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if you are unhappy for any reason with capital gains tax solutions or the deferred sales trust before your deal closes, simply let us know before the close of escrow and there will be no hard feelings and zero fees owed to anyone.
this truly is a zero cost and no-obligation due diligence.
The deferred sales trust helped me not just be an active cre investor but it helped me become a passive investor as well. CA real estate values were too high and I can now double my cash on cash return in other states, diversify into other CRE product types, all with zero management responsibilities.
“I wanted to be able to time the real estate market and buy commercial real estate when it was more of a Buyer’s lower priced market instead of overpaying in a highly appreciated and highly priced market”
“It’s a relief to be rid of the apartment building. It was a very lucrative investment, but it came with a lot of headaches that took up my time and energy”
Paying too much in capital gains tax used to be complicated when selling highly appreciated stocks. Not anymore.
“We like to take a look at the most creative structure possible..
I use some really powerful guys to try and save me money in taxes as much as I can, but I tell you, I pay way to much probably.”
“But I’ll tell you, you made me a believer when we got the wire from our mutual client who made this work and it was a real eye-opener to see that there are ways that people can use the regulatory framework, if properly structured, to invest 1031, exchange dollars and things that you would not think were like-kind to what they exited from. So it was very impressive. I gotta say, You are the first one I’ve seen pull this off and I’m pretty… hesitant to believe in a lot of these kinds of things. So it’s a major feat for me to say, Wow, this actually really worked and it was really cool.”