RankingMastery Podcast

How can I find a Deferred Sales Trust example?


Listen Later

How can I find a Deferred Sales Trust example?

Link: https://rankingmastery.com/edit_questions.asp?action=info&id=998&a=9048&p=836

 

Answer is:

Make sure that whoever you're working with has actually closed the transaction. We just did a recent deal for an owner. His name was Dave and he was selling a 128 multifamily unit property in Georgia. It was about a $7.6 million sale and he was looking for a 1031 exchange. For the first time after 30 years, he decided to use the deferred sales trust and here's why.

He was looking at his 1031 exchange options; the short 45 days to identify, 180 days to close and these really high prices.

And he said, you know what? This doesn't make any sense. Why am I going to buy high and take on all this debt just to defer the tax? Instead of doing that, he decided to use the fund sales trust, so he paid off about four and a half million dollars of debt. He put about 3.1 million equity into the trust, and now he deferred about 1.1 million in Capital Gains Tax.

Capital Gains Tax Solutions in my background is multifamily brokerage. I've sold nearly a hundred million dollars worth of real estate mostly in multifamily in Northern California. I have a unique experience when it comes to the 1031 exchange in investment real estate and in helping people to capture high values when they sell as we helped Dave do that.

That's just one story of many deals that we've closed.

 

Especially if you're selling a high end, primary home business, commercial real estate, cryptocurrency, highly appreciated public stock or private stock to defer your capital gains tax using the deferred sales trust.

 

Watch on Video: https://www.youtube.com/watch?v=nzYJAY__LBo

 

Listen on RankingMastery podcast

Episode Name: How can I find a Deferred Sales Trust example??

iTunes: https://podcasts.apple.com/us/podcast/how-can-i-find-a-deferred-sales-trust-example/id1500645610?i=1000493964180 Spotify: https://open.spotify.com/episode/7KVUOBAcX66iRZoL6qXLh6

 

We hope you learned something of value from this video. To reach Brett with Capital Gains Tax Solutions directly goto: https://www.capitalgainstaxsolutions.com or email them at: [email protected]

Do you want to get discovered on the web like all or our Guests RankingMastery Podcast Goto the RankingMastery website at https://rankingmastery.com

...more
View all episodesView all episodes
Download on the App Store

RankingMastery PodcastBy Dennis Langlais

  • 5
  • 5
  • 5
  • 5
  • 5

5

2 ratings