Are you a Commercial Real Estate Syndicator?

Struggling with Capital Gains Tax for you and your partners?

Attract and unlock new wealth sources (all tax-deferred) such as high-end primary homes, business and commercial real estate which otherwise could not 1031 into your offering. Then save yourself and your partners 30-50% of the gain on the sale of the property without a 1031 exchange. 

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As seen or heard on Itunes top of the charts podcasts!

Listen to some of the best CRE, Luxury Realtors, Business Brokers, and Entrepreneurs interview Brett Swarts on the advantages of the deferred sales trust.

Are you struggling with capital gains tax & depreciation recapture?

Most CRE Syndicators have partners who struggle with capital gains tax & depreciation recapture of around 30-50% of their gain when they sell their assets. We use a deferred sales trust to help them gain tax deferral, liquidity, diversification (invest in stocks, bonds, mutual funds, CRE, Business) and freedom to buy investment real estate or business by partnering with their DST trust at their own timing (all tax-deferred) with the funds so they can create and preserve more wealth.. This empowers CRE Syndicators to add massive amounts of value and grow their AUM.

Attract and unlock new wealth sources (all tax-deferred) such as high-end primary homes, business and commercial real estate which otherwise could not 1031 into your offering. Then save yourself and your partners 30-50% of the gain on the sale of the property(including carried interest) without a 1031 exchange.

What you and your investors need is options – Like you, we are frustrated with anyone feeling pressured or trapped by capital gains tax where we sell or must complete a like-kind 1031 exchange in order to save from paying the tax and the inflexibility to invest back into CRE deals at anytime and with CRE syndications! We use to be tired of the 45 day and 180 days sprint too. 

You and your investors don’t have to feel trapped. We have a tax strategy called a deferred sales trust that can take care of that for you. In fact, we usually get people in a better position to achieve a higher total return for themselves and partners, not having to raise as much capital on the next deal and empowering debt freedom with optimal timing so you can create and preserve more wealth.

Based on a 90-year-old tax law
IRC Section 453
23-year track record of 2000+ closed transactions with
14 no change IRS audits 

FREE VIDEO!

Watch and learn how the deferred sales trust works now!

“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 N. - Sold 18 unit CA Apartment Complex

“I’ve personally found that after being involved in hundreds of real estate transactions, one of the biggest concerns that sellers face when they contemplate divesting of one of their Real Estate investments, is the significant capital gains exposure that might come as a result of the sale. In fact, I’ve seen firsthand many situations where owners of investment property feel somewhat trapped between a rock and a hard place and feel hostage to the outrageous capitals gains that they will pay in the event of a sale And so, in today’s show, we’re going to go into detail on how the Deferred Sales Trust might just be the miracle alternative solution to help you keep more of that wealth in your pocket when entering into a sale of a highly appreciated asset.” Kevin Bupp - Host of #4 CRE Podcast (Real Estate Investing for Cash Flow)

the deferred sales trust is ideal if:

  • You’re selling your CRE Partnership Deal and want to defer your capital gains tax(including carried interest) instead of paying it to Uncle Sam.
  • Your deal is not set up to execute a 1031 exchange and you plan to pay out each investor their own equity and gains. Each partner can have their own deferred sales trust or not(flexible).
  • You’re ready to be DEBT FREE from your real estate,  business or another highly appreciated asset and trade this for a passive or active income stream all tax-deferred. (even into your own CRE deal where you are the managing member)
  • You’re feeling pressured, rushed, trapped, forced to make quick 1031 exchange decisions and want to buy real estate when it’s a buyer’s market (Optimal Timing) and prices make sense.
  • You’re concerned you may be overpaying on taking on more debt in a highly appreciated market through a 1031 exchange or you want a back up plan for a failed 1031 exchange. 
  • You would like to sell high and wait on the sidelines and/or buy into a passive Commercial Real Estate partnership where they can buy existing or develop from the ground up real estate at any time all tax-deferred.
  • You want to trade toilets, trash, management and liability for time, travel, liquidity, diversification and retirement
  • You’re struggling with High Capital Gains Tax on the sale of your asset around 30-50% of your gain and restrictive 1031 laws holding you back from selling.

DST Clarity Overview Guide

Free Resource

How much will your capital gains tax cost you?

With this Deferred Sales Trust guide, we’ll help you beat the confusion that’s holding back you and your trusted advisors from embracing the deferred sales Trust. How? By showing you how the deferred sales trust works and to build your confidence in the strategy so you can create and preserve more wealth.

Proven Structure:

PERSONALIZED FOR YOUR UNIQUE SALE AND ESTATE

During your no-cost and no-obligation consultation call. We’ll take you and your trusted advisor through the Deferred Sales Trust Structure and Strategy, its 23-year track record of over 2000 Deferred Sales Trust closed cases and 14 IRS (No change Audits). From there we will walk you through the 5 step process giving you a game plan for closing your Deferred Sales Trust. Deferring your capital gains tax and giving you options to create more wealth through investing before-tax dollars in:

  • A balanced portfolio of securities
  • Stocks, Bonds, Mutal Funds
  • Commercial Real Estate
  • Develop Commercial Real Estate
  • Invest into CRE syndications
  • Business
  • Funding Insurance Policies

The benefits go far beyond our call

We’ll listen to your challenges and opportunities. We’ll work together to identify and clarify what may be confusing about the Deferred Sales Trust. Then, we’ll provide answers to your questions and share the DST legal track record. From there, if you would like to have the DST as an option, we will encourage you to have your legal counsel and CPA sign the non-disclosure agreement and review the Deferred Sales Trust structure and give their blessing before moving forward. Then upon request, we will give you client referrals (which fit your circumstance) for you to hear directly from the build your confidence in who we are and how we work with clients and give them access to the DST tool.

*Please note all of the above is no-cost and no obligation. The DST attorneys and Capital Gains Tax Solutions do not get paid unless your escrow closes and you choose to use the DST.

What CRE Syndicators experience for their business after implementing the Deferred Sales Trust

  • Add massive amounts of vaule by paying out before tax dollars to their investors. This can be a 30-50% savings on their clients capital. 
  • Attract and unlock new wealth sources (all tax-deferred) such as high-end primary homes, business and commercial real estate which otherwise could not 1031 into your offering. 
  • Did you know? 50% of America’s net worth is in high-end primary homes, CRE and private equity( businesses)? 
  • Unlock a depreciation schedule in otherwise non-depreciable assets such as a primary home. Once the funds are in the DST from the sale of the primary home….then funds are partnered to purchase a property in partnership with a DST the income from the interset is now able to be offset by depreciation. 
  • Eliminate the need for a 1031 exchange for business and primary homeowners. Most business and primary homeowners want to invest in CRE after their sale. Help them do this with before-tax dollars so they can invest more with you and so you don’t have to raise as much funds or from as many individuals.
  • Differentiate themselves from the competition. What is your unique value proposition vs other CRE syndicators? The DST gives you a clear quantifiable tax deferral savings advantage. 
  • Partnership Interest:  When a partnership or other ownership group sells an appreciated asset, they do not need to remain together to achieve tax deferral, as is typically the case with a 1031 Exchange. Each Individual owner can have their own Deferred Sales Trust, the asset of which can be managed to each taxpayer’s own individual risk tolerance and preferences. This includes deferring capital gains taxes on carried interest.

What CRE Syndicators experience personally after implementing the Deferred Sales Trust

  • DEBT IS PAID IN FULL. Freedom from the stress of DEBT & 100% passive income stream option. 
  • Liquidity and Diversification with access to a clear and balanced financial investment portfolio or Commerical Real Estate Syndications. Convert and illiquid assets, like a business or commercial real estate, into a diversified portfolio of liquid investments and/or up-to 80% of the funds can be invested into multiple CRE deals which can help reduce risk and volatility by preventing overexposure to a single asset class or geographical area.
  • Estate Planning, at the close of the DST, moves funds outside of the taxable estate to avoid the 40% estate tax on amounts over $11M single or $22M married couple.
  • Buyback into and back out of the real estate (Depreciation Schedule resets when the property is purchased in partnership with a DST) at your own timing (all capital gains tax deferred, without having to follow any timing guidelines.)
  • Eliminate the need for a 1031 exchange. The DST is an 1031 exchange alternative or rescue. 
  • Net rental income. If you buy a property through the DST you can delay the rental distribution income. This can lower your tax bracket potentially and you earn interest on the income you would have normally paid Uncle Sam.
  • Partnership Interest:  When a partnership or other ownership group sells an appreciated asset, they do not need to remain together to achieve tax deferral, as is typically the case with a 1031 Exchange. Each Individual owner can have their own Deferred Sales Trust, the asset of which can be managed to each taxpayer’s own individual risk tolerance and preferences. This includes deferring capital gains taxes on carried interest.

With a private call you GET:

  • A thorough understanding of the Deferred Sales Trust framework.
  • Access to the Law Firm who created the deferred sales trust for a review of the current asset or business you are selling.
  • You take one step closer to becoming an expert on capital gains tax deferral options.
  • Clarity on your particular capital gains tax liability and a simple process to execute the Deferred Sales Trust.
  • An introduction to a Forbes Council financial advisor who shares investment options and who can connect you with current clients to make closing your Deferred Sales Trust easier.
  • The Confidence the Deferred Sales Trust Strategy will work for you and your partners.
  • Actionable changes you can make immediately to your deal or escrow to increase capital gains tax deferral options.

What are the fees? 

Book a Free Call with Brett

As seen or heard on Itunes top of the charts podcasts!

Listen to some of the best CRE, Luxury Realtors, Business Brokers, and Entrepreneurs interview Brett Swarts on the advantages of the deferred sales trust.