E173 – Deferring Gains in Syndications Through Deferred Sales Trust

f you attended IIREC 2020, you might remember the panel on How to Hold Real Estate Forever. Our panelists were all strong proponents of using 1031 exchanges to defer capital gains tax permanently. However, there are some drawbacks to the 1031, especially when doing it with a group of pooled investors. This leads to a common question; is there another way to defer taxes on a syndication?

Our guest for today is Brett Swarts, who is the Founder of Capital Gains Tax Solutions. Each year, he equips hundreds of business professionals with the Deferred Sales Trust tool to help HNW clients solve capital gains tax deferral limitations. Brett’s experience includes Deferred Sales Trusts, Delaware Statutory Trusts, 1031s, and $85mm of closed commercial real estate brokerage transactions.

Today we are going to discuss…

  • What a deferred sales trust is and what the main benefits of the strategy are compared to the 1031
  • Whether this strategy has actually been tested in court or if it is a new frontier
  • When using this strategy becomes economically viable

Learn more about our guest:

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