For CRE Brokers with a Team of Agents
Teach your entire team to grow their business with the deferred sales trust.
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Do Your Clients Struggle With Capital Gains Tax and Depreciation Recapture When Selling Their CRE?
What are capital gains tax or 1031 objections costing you?
How many sellers would consider listing with you if they knew you had a proven backup plan for a failed 1031 exchange? How many clients are selling they’re business or commercial real estate and paying the capital gains tax when they could be inverting these funds into a large commercial real estate deal with you at their own timing? Imagine not knowing about 1031 exchange. how many listing would you lose? If you don’t know about the deferred sales trust. you are losing money. CHANGE THAT STORY TODAY!
CALL US NOW 916 886.2986The Deferred Sales Trust Strategy is the tool to help you solve all the above & help you:
A tax deferral marketing business growth system that will help set you apart from the competition and position you as the knowledgeable professional in Commerical Real Estate industry. Educate your business circle who then can send you leads! The DST also works for:
Business Brokers
Luxury Real estate Agents
Escrow Officers
Qualified Intermedrary
Insurance Professional
Financial Advisor
Lenders
CPA & Tax Professionals
EPT Members and DST’s closed by professionals at the business just like yours.
Featured Closed Deal
Leveraging The Deferred Sales Trust To Defer Capital Gains Tax and Retire from Apartment Management
Meet Peter
CLICK HERE TO MEET PETER: Learn how the deferred sales trust helped a long term Marin, CA Real Estate Broker and Multifamily Owner decide to not to 1031 and instead retire from the toilets, trash and liability. Brett dives in with Peter's experience in this short but insightful interview:
Please explain or expand upon your particular problem you were having before you discovered the Deferred Sales Trust?:
"I was selling an 18-unit apartment building that had a low basis since I had done a 1031 exchange from a well-depreciated property to buy it and would be looking at a 6-figure tax bill." -Peter
What did the frustration feel like as you tried to solve that problem?:
"I had been in touch with a number of brokers who were offering Delaware statutory trust and it was confusing to sort out who the best were to deal with."
What was different about the Deferred Sales Trust?:
"The fact that the money is out of the real estate market, though having it all in the financial markets is a concern, since the markets seems high and due for a correction."
Take us to the moment when you realized the Deferred Sales Trust was actually working to solve your problem.:
"Probably when you(Brett) sat down and walked me through it."
Tell us what life looks like now that your problem is solved or being solved.:
"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."
Peter went on to discuss how the deferred sales trust was more attractive to the 1031 since he:
Did not want to start over with a new 1031 property. Wanted to retire from the toilets, trash, management and liability and trade them for time, travel, liquidity, diversification and retirement. He plans to keep the funds invested into a conservative portfolio of liquid investments and then have the funds shifted to CRE deals when the prices make sense.
"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."
ATTEND AN ONLINE WORKSHOP
Help Your Clients Defer Their Tax And Grow Your Sales
Schedule a workshop to get trained
Join the estate Planning team
Implement the DST Strategy
Featured Episode
Leveraging The Deferred Sales Trust To Defer Capital Gains Tax
Listen to Michael Blank interview Brett
How to Defer Sales Trust and Estate Planning Team Transforms your marketing.
More CRE Brokers have clients who struggle with capital gains tax when they sell their business or commercial real estate. We use Deferred Sales Trust to help their clients gain tax deferral, liquidity, and diversification with their funds. This empowers CRE Brokers to add massive amounts of value and grow their business. In today’s challenging and competitive marketplace, Professionals are looking for innovative ways to earn business.
How do you prospect for new clients and earn new business from your existing clients?
How do you set yourself apart from the competition and position yourself as a knowledgeable professional in your industry?
An American Bankers association Estimate that over the next 20 years approximately $17 trillion dollars will exchange hands as one generation (“Baby Boomers” ) pass their wealth to their heirs. This is the largest wealth transfer in the history of the world (that we know of). Many of these “Baby Boomers,” want to retire from toilet’s, trash and liability that comes from owning commercial real estate or a business. How are you going to add value and help your clients succeed here?
Book a Free Call with Brett
