Facts About Brett
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Closed CRE & DST Transactions
With over 10,000 babyboomers turning 65 every day in the U.S. it’s no wonder many are selling their highly appreciated assets to retire. In fact, there are 77 Million baby boomers in the U.S. alone and many own a highly appreciated primary home, business, or investment real estate. In fact, these 3 asset types represent 50% of all of America’s net worth and can take up a huge amount of time and energy to manage the toilets, trash, employees, and liability.No matter what your age is owning properties and businesses can be stressful; especially if you’re ready for a new start, new property, or a new venture.
Life’s too short to feel trapped by assets you’re ready to sell. Don’t you think?
Given the record-breaking all-time economic highs in the marketplace and highly appreciated values, it’s no wonder many are selling now and trading their toilets, trash, and liability in for a time, travel, liquidity, diversification, and tax deferral. With a deferred sales trust customized wealth plan, you’ll get hours back in your day, debt paid off, liquidity in the bank, and a passive or active income stream to retire on. Even better, you get the freedom to sell high and buy back into investment real estate or a new business venture at any time, all tax-deferred, without using a 1031 exchange. We call this optimal timing.
Here’s to more time and energy to enjoy the wealth you have earned and to create and preserve more wealth for generations to come,
Founder/CEO Capital Gains Tax Solutions LLC
P.S. Deferred Sales Trust clients have deferred hundreds of millions of dollars in tax and shaved off a priceless amount of energy and stress.
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