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Real Estate Investing Abundance

REIA 308 Brett Swarts: From bankrupt to financial indepence with one deal

Brett Swarts is considered one of the most well-rounded Capital Gains Tax Deferral Experts and informative speakers in the U.S. He is the Founder of Capital Gains Tax Solutions and is an exclusive Deferred Sales Trust Trustee.  Brett is the host of the Capital Gains Tax Solutions podcast and an eXp Commercial Multifamily Broker in Sacramento, CA. 

Listen to the podcast here or on your favorite podcast app:

Watch the Episode here:

Main Points:

  • What is a Deferred Sales Trust (DST) and why use it?
  • How do I sell high and wait on the sidelines and/or buy or develop real estate on my own timing all tax-deferred?
  • How do I defer capital gains tax on the sale of a business or primary home and invest in commercial real estate all tax-deferred? 
  • How do I help my clients escape feeling hostage to 1031 exchange? 
  • How does the Deferred Sales Trust save a failed 1031? 
  • How do I grow my CRE Syndication Business using Deferred Sales Trust? 
  • How do I trade toilets, trash, management for time, liquidity, diversification, and retirement?
  • How do I build a tax-deferred wealth plan? 
  • How I helped Dave sell his $7.6M multifamily property, pay off $4.5M in debt and defer $1.1M in capital gains tax without having to do a 1031 exchange. 
  • What is the largest wealth transfer in the history of the planet and how can the Deferred Sales Trust help to fund charitable causes with this wealth? 

Connect with Brett Swarts:

  • Join Mastermind to learn more about DST 
  • 916-886-2986

Biography of Brett Swarts:

Brett Swarts is an entrepreneur, cre investor, podcaster, deferred sales trust educator/trustee, and Nor. CA multifamily broker. His leadership roles include serving as the Founder of Capitial Gains Tax Solutions Podcast, Founder of Capital Gains Tax Solutions, and Founder of Commercial Realty Apartment Advisors.

Swarts has been featured in various notable podcasts across the web, including The Best Ever Real Estate Podcast with Joe Fairless, Lifetime Cashflow through Real Estate Investing with Rod Khleif, Apartment Building Investing with Michael Blank, The Real Estate Espresso Podcast with Victor Menace, Wealth Formula Podcast with Buck Joffrey, Cash Flow Diary Podcast with J. Massey, RE Investing for Cash Flow with Kevin Bupp, The Project Egg Show and many more. Brett is a guest speaker every year, who trains 100’s of business professionals at companies such as Marcus & Millichap, Keller Williams, Western International Securities, Multifamily Investing Academy Equilus Financial Group, Inc. Brett also holds series 22 & 63 licenses and has sold over $85,000,000 in Commercial Real Estate.