Investing Secrets: Invest like the Top 0.1%
Step inside the vault of the ultra-wealthy and discover the strategies they’ve guarded for decades. Hosted by Danny Gould, this podcast reveals the hidden playbooks of the 0.1% - from real estate syndications and funds to private equity and hedge funds - this show gives you the access Wall Street never will.
Investing Secrets: Invest like the Top 0.1%
Louis Rogers: Advanced Real Estate Tax Deferral Strategies the Ultra Wealthy have Used for Decades
Today, I welcome Louis Rogers to The Investing Secrets Podcast. Louis is the CEO and Founder of Capital Square, a leading real estate sponsor specializing in tax-advantaged investments. An attorney by trade, Louis brings decades of expertise in tax law and real estate strategy, and today he shares his deep knowledge of tax deferral mechanisms that have helped thousands of investors preserve and grow their wealth.
He begins by walking us through the history of the 1031 exchange and how it has evolved to become one of the most powerful tools in real estate investing. Louis then dives into the Delaware Statutory Trust (DST), explaining how investors can use this structure to access institutional-quality real estate while maintaining the benefits of direct ownership. He also unpacks the rarely discussed UPREIT strategy, showing how investors can exchange into REIT structures while retaining critical tax benefits - an approach that opens the door to diversification, scale, and long-term tax deferral.
Finally, Louis shares the calculated risks and bold moves that allowed him to build an $8 billion portfolio in just over a decade. From serial 1031 exchanges to building Capital Square into a top-tier sponsor, his story is filled with actionable lessons for investors of all levels. If you’re serious about learning the insider strategies of tax-smart real estate investing, this is an episode you won’t want to miss.
Welcome Louis, to The Investing Secrets Podcast...
Grab a copy of his book Section 1031 Exchanges: https://www.louisjrogers.com/book
Follow Louis:
Website: https://bit.ly/3IBhx0V
Follow Me:
LinkedIn: https://bit.ly/3L2sTc7
Instagram: https://bit.ly/3soYxtW