Deferred Sales Trust | Skyline Views

May 24, 2021
Deferred Sales Trust | Skyline Views



What are you going to do if you can no longer do a 1031 Exchange? What are your options? These are questions that are being asked in real estate investing circles all over the country right now. A favorite but lesser-known option for deferring capital gains taxes is the Deferred Sales Trust™. If you are ultra high net worth, or are intending to sell a business, commercial real estate, or anything with a large capital gains liability, you need to know about the Deferred Sales Trust™, and you need to listen to this conversation I had with Brett Swarts, Founder, and CEO of Capital Gains Tax Solutions.

Brett created Capital Gains Tax Solutions to equip high net worth individuals and their trusted advisors with the Deferred Sales Trust™ tool to help them solve capital gains tax deferral limitations. The first step to a great exit and wealth plan is to sell your highly appreciated assets when the time is right for you. The second step is to defer your capital gains tax, pay off your debt and remove funds from your taxable estate. The last step is to have the funds invested in a diversified portfolio of liquid investments and real estate. The foundation to these 3 steps is timing.

Enjoy the episode!

Key Points:

  • Brett shares his start in real estate as a broker and how he came across Deferred Sales Trusts (1:01)
  • The “Perfect Storm” forming against real estate investors and baby boomers (4:56)
  • The “Blockbuster” way of doing things versus the “Netflix” way of doing things (8:19)
  • The 3 Secrets of an Optimal Timing Transformational Exit or Wealth Plan (11:57)
  • Step by step through an example deal (14:15)
  • How does the relationship with the funds work once they’re in the trust? (19:14)
  • Brett explains how deferred sales trusts fit into the estate planning process (24:21)
  • Critical information for high-net-worth families (26:49)
  • Options for your interest payments and income tax deferral (29:13)



Capital Gains Tax Solutions –

CGTS YouTube –

Expert Tax Secrets –


Is your real estate portfolio running like a well-oiled machine? Do you know how you stack up? Find helpful resources here –

Learn more about The Haney Company here –

By Brett

Related Articles

Deferred Sales Trust | Crazy Sh*t In Real Estate

Deferred Sales Trust | Crazy Sh*t In Real Estate

  287 - The Best Real Estate Tax Strategy with Brett Swarts   LISTEN HERE NOW   If you think that deferred sales trust is way over your head, you might change your mind after this episode. Stay tuned as Brett Swarts shares a creative way of mitigating...

read more
Deferred Sales Trust | The HyperFast Agent Podcast

Deferred Sales Trust | The HyperFast Agent Podcast

Brett Swarts on the Value of a Deferred Sales Trust HFA Podcast #284   Watch the episode here: LISTEN HERE NOW Back in 2008, Brett had to make a choice, either step away from his real estate brokerage or find another way to stay in the game. The decision to keep...

read more
Deferred Sales Trust | CRE PN Radio

Deferred Sales Trust | CRE PN Radio

Commercial Real Estate Capital Gains Tax Deferred with Brett Swarts – CRE PN #312   LISTEN HERE NOW     Brett Swarts  0:00 There is a story that kind of changed it for me as the gentleman who sold a $20 million asset 2006. And he sold at the height of...

read more


Learn Our 9.Step Framework

"How To Sell Your Real Estate Or Business Or Any Highly Appreciated Assets Smarter"

Check your email for the Deferred Sales Trust Guide

Secured By miniOrange