Retirement Unlocked

Unlocking Real Estate Wealth: 1031 Exchanges and DSTs with Stephen Davis [Ep. 157]

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Ready to transform your real estate assets into a tax-efficient retirement plan?

Want to maximize your real estate wealth without the headache of property management?

Join host Larry Heller, CFP®, CDFA®, as he explores the world of 1031 exchanges with Stephen K. Davis, President and CEO of Safe Harbor Asset Management. With over 40 years of experience in financial services, Davis discusses the benefits and intricacies of 1031 exchanges and DSTs, offering valuable insights for property owners and investors.

Key Points Covered:

  • Understanding 1031 exchanges and their role in deferring capital gains taxes
  • Significant tax advantages of 1031 exchanges, including indefinite deferral of taxes
  • How 1031 exchanges reduce property management responsibilities
  • The benefits of Delaware Statutory Trusts (DSTs) for diversifying investments
  • Practical success stories illustrating the benefits of DSTs
  • The importance of tailoring DST investments to meet specific liquidity needs
  • The expected wealth transfer in the real estate market over the next 15 years
  • And much more!

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    Resources:

    • The Great Wealth Transfer, Part 1: From Boomers to Millennials
    • The Great Wealth Transfer, Part 2: Bridging Generations

      • Connect with Stephen K. Davis:

      • LinkedIn: Stephen K. Davis
      • Website: SafeHarborAssetManagement.com

        • Connect with Larry Heller: 

        • (631) 248-3600
        • Schedule a 20-Minute Call
        • Heller Wealth Management
        • LinkedIn: Larry Heller, CFP®, CDFA®, CPA
        • YouTube: Life Unlimited with Larry Heller, CFP®

          •  

          About Our Guest:

          Stephen Davis, President and CEO of Safe Harbor Asset Management, specializes in tax avoidance strategies, particularly 1031 exchanges. With extensive experience in financial services, Davis provides guidance on transitioning to passive investments and maximizing tax deferral benefits through DSTs. His deep knowledge and practical insights help clients navigate complex real estate transactions and achieve financial security.

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          Retirement UnlockedBy Larry Heller
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