How To Legally Avoid Real Estate Taxes (1031 Exchanges & DSTs Explained)

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Assets and Taxes

Asset Strategy

15 episodes

1 week ago

Welcome to "Assets & Taxes," the Asset Strategy podcast where we explore financial planning, tax strategies, investment, and retirement ideas. Hosted by our expert financial advisors, we help you grow your wealth and minimize taxes. Perfect for individuals and small to mid-sized business owners, join us for timely discussions, expert interviews, and actionable tips to make your money work harder. Tune in and let's maximize your assets while keeping taxes at bay! WHERE TO FIND US: https://linktr.ee/assetstrategy BOOK A FREE DISCOVERY CALL: https://assetstrategy.com/contact/#AS_Discovery_Call

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How To Legally Avoid Real Estate Taxes (1031 Exchanges & DSTs Explained)

Assets and Taxes

51 minutes 27 seconds

7 months ago

How To Legally Avoid Real Estate Taxes (1031 Exchanges & DSTs Explained)

In this episode, Kaelan Fitzpatrick CFP®, sat down with VP of Growth of 1031 Specialists Mike Auerbach. They sat down and discussed the benefits of a 1031 Exchange and Delaware Statutory Trusts (DSTs). If you're a real estate investor, then you need to listen because the benefits can be massive!(00:00) Intro(02:15) What Issues are People Having with 1031 Exchanges(03:50) What Should Someone Look for in a Qualified Intermediary (QI)(06:02) Why Do some 1031 Exchanges Fail?(09:30) What Even is a Qualified Intermediary?(11:30) What is an Accredited Investor?(13:15) Who Should Consider a Delaware Statutory Trust (DST)?(15:50) How Much Capital is Being Placed in DSTs Today?(17:13) What Types of DSTs are Out There?(19:15) What does Asset Strategy do Differently Than Anyone Else?(22:35) When does a DST Not Make Sense for Someone?(24:47) How to Get Out of a DST(28:09) Is it Complicated to Find a DST Sponsor?(29:45) The 7 Deadly Sins of DST Sponsors(38:18) DST Investor Example(40:43) Why Cash Flow is a Great Benefit of a DST(45:10) What Is a 1033 Exchange(47:27) CPAs and Attorney's Don't Even Know About This(49:02) What's the Minimum and Maximum For DSTs(50:02) ConclusionAre you thinking about doing a DST/1031 Exchange?Book a FREE discovery call today to explore how we can help you: https://assetstrategy.com/contact/Free DST/1031 Exchange Resources:Guide: https://assetstrategy.aflip.in/Understanding-Tax-Deferred-Exchanges.htmlTo Learn more about Mike Auerbach and 1031 Specialists, check out: https://www.1031specialists.com/Call the Asset Strategy Team: 781-235-4426Connect: Website: https://assetstrategy.com/LinkedIn: https://www.linkedin.com/company/asset-strategy-advisors/Facebook: https://www.facebook.com/profile.php?id=61573136047425Instagram: https://www.instagram.com/asset_strategy/