Real Estate Investor Podcast
The Real Estate Investor Podcast, powered by Break of Day Capital, brings you in-depth conversations with the top minds in real estate investing. Each episode uncovers proven strategies and lessons learned across multifamily, commercial, and other alternative asset classes. Whether you’re a seasoned investor or just starting out, you’ll gain practical tools and real-world wisdom to help you invest smarter, avoid pitfalls, and build long-term wealth through passive income.
Real Estate Investor Podcast
Episode #268 - Understanding Delaware Statutory Trusts
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If you’re wondering how to defer taxes and diversify wealth on your stock in a meaningful way, this episode is for you. Brett Swarts builds capital gains tax exit plans. He is a real estate investment advisor, podcaster, best-selling author, and a California multi-family broker, and the founder of Capital Gains Tax Solutions and EXB Commercial Multi-Family Broker. Each year, he equips hundreds of millionaires and business professionals with the deferred sales trust tools to help solve capital gains tax deferral limitations. First, the conversation covers the basics of 1031 exchanges and Deferred Sales Trusts, including how they benefit SpaceX employees and support long-term wealth preservation. Next, it explores tax-saving strategies, the value of layering financial solutions, and how Brett uses DSTs to solve challenges like partnership dissolutions. Lastly, we unpack the power that passive income can unlock and what that might look like for you. Thanks for listening!
Key Points From This Episode:
- Background on Brett Swarts.
- How Brett’s business helps people create capital gains tax exit plans.
- The basics of a 1031 and Deferred Sales Trust.
- How this works for former or current SpaceX employees.
- Why this strategy is such a valuable option.
- Adopting a mindset of layering, sequencing, and compilation.
- Different strategies to offset income tax.
- Using a DST as a lifeline.
- How Brett provides smooth solutions to dissolving partnerships.
- The power of passive income.
Links Mentioned in Today’s Episode:
Brett Swarts
Brett Swarts on LinkedIn
Brett Swarts on Instagram
Capital Gains Tax Solutions
Building a Capital Gains Tax Exit Plan
Asset Management Mastery Facebook Group
Invest Smart
Break of Day Capital
Break of Day Capital Instagram
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