Deferred Sales Trust | Passive Real Estate Investing Podcast

January 07, 2019

 

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“Brett Swarts, president of Capital Gains Solutions LLC, helps break down real estate taxes and offers some tips on what you can do to minimize them in a legal way. He talks about capital gains tax and how through deferred sales trust, the investors achieve freedom, liquidity, and diversification with their funds. Covering also 1031 exchange, he discusses its advantages and disadvantages in commercial real estate. Learn how both are different and when it is the best situation for both. Know your role in the process and the perspective to take while keeping in mind the solutions to some of the issues or problems that may arise.—We’re going to talk about taxes. This is something you want to hear about because nobody likes to pay taxes especially more than you have to. When it comes to the sale of real estate or businesses, if you’re a real estate investor or business owner, at some point in time you’re going to want to sell or trade your business or your real estate. At that point, it becomes a struggle because you’re going to be forced to pay capital gains tax on those assets that you sell. Most of us are familiar with the 1031 exchange and that’s not what this episode is about, but whether you’re familiar with it or not, this is something that you should learn more about. There are other options out there as you’re going to learn.The problem with a 1031 exchange is, first and foremost, you’re tied to a timeline. You have 45 days to identify the properties that you want to trade or purchase. The second thing is you have only 180 days to close on them. It’s sometimes a bit of a struggle for investors, feeling pressured, rushed or trapped and forced to make quick decisions because of those rules and regulations around that tax-deferred exchange. It’s only one option that has limited flexibility. What if you can do a tax-deferred sale and have complete control over those funds to do almost anything you want and stretch out the payment cycle for those funds?

We’re going to talk about taxes. This is something you want to hear about because nobody likes to pay taxes especially more than you have to. When it comes to the sale of real estate or businesses, if you’re a real estate investor or business owner, at some point in time you’re going to want to sell or trade your business or your real estate. At that point, it becomes a struggle because you’re going to be forced to pay capital gains tax on those assets that you sell. Most of us are familiar with the 1031 exchange and that’s not what this episode is about, but whether you’re familiar with it or not, this is something that you should learn more about. There are other options out there as you’re going to learn.

The problem with a 1031 exchange is, first and foremost, you’re tied to a timeline. You have 45 days to identify the properties that you want to trade or purchase. The second thing is you have only 180 days to close on them. It’s sometimes a bit of a struggle for investors, feeling pressured, rushed or trapped and forced to make quick decisions because of those rules and regulations around that tax-deferred exchange. It’s only one option that has limited flexibility. What if you can do a tax-deferred sale and have complete control over those funds to do almost anything you want and stretch out the payment cycle for those funds?”

-Marco Santarelli

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By Brett

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