Brett Swarts is founder of Capital Gains Tax Solutions and provides listeners with insight on the concept of a Deferred Sales Trust (DST) and how to use this tool as an alternative to a 1031 exchange in the sale of real estate investments.
On Today's episode Seth speaks to Brett Swarts who shares information about Deferred Sales Trust, the tools and techniques that will create and preserve more wealth, and tips to attract high net worth. If you’re one of the people who want to have more time, travel, liquidity and pay off some debts through selling property, then this thing is for you! Brett Swarts is an entrepreneur, real estate broker/investor, podcaster, a deferred sales trust educator/trustee, the Founder of Commercial Realty Apartment Advisors, and CEO of Capital Gains Tax Solutions - an educational platform inspires and helps business professionals like Venture Capitalists, Financial Advisors, Business Brokers, CRE Syndicators, and Realtors help their clients or partners execute a passive capital gains tax deferral wealth plan of their own. His experience includes numerous Deferred Sales Trust, Delaware Statutory Trusts, 1031 exchanges and $85,000,000 in closed commercial real estate brokerage transactions.  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, 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 observed that most high net worth individuals, tech entrepreneurs, commercial or real estate owners struggle with capital gains tax in the amount of 30-50% of their gain when they sell their highly appreciated assets. Therefore, bring a solution and arrived at his mission to educate everyone on this area and empower them with the strategy so that they could use it to unlock capital not only tax-deferred. Therefore, people could create and preserve more wealth and can give more freedom to choose to allocate their money in alignment with their goals. Together with this, Brett explains Deferred Sales Trusts and gives tips and something a way to differentiate yourself from all of the competition in the marketplace. For him, it’s important to not be focused on 1031 Exchange but look for options and find out what’s the why behind what you’re doing. Find out what’s best for you have given your current source of funds, given your current goals, and dreams. Aside from this, be cautious not to take on the dumb debt but take on the smart debt and have a clear business plan. At this moment, Brett is happy with so much time and energy. Aside from having a successful business career, he is also giving value to his healthy - body, mind, and spiritual being. Brett makes sure everything is balanced and stays focused on what’s most important. Trying to be more passive with his estate deals and gives importance to taking care of his kids and wife. Brett believes that marriage and family are the two best things that God has given to us. Brett Swarts is the CEO of Capital Gains Tax Solutions. He has developed a rock-solid tax strategy when it comes to capital gains and he focuses on helping people solve their capital gains challenges when they try to sell their highly appreciated real estate. Brett explains more about the tax laws in place and the strategies he and his team have developed to leverage them for the best results. Learn more about your ad choices. Visit
Brett Swarts is the President of Capital Gains Tax Solutions, LLC (1 of 13 exclusive Trustees with the Estate Planning Team), located in Sacramento, CA. Together with his team and in partnership with the Estate Planning Team, Brett provides trustee services which helps real estate and business owners win with their capital gains tax, gain tax deferral, freedom, liquidity and diversification with their funds so they can create and preserve more wealth.  Mr. Swarts is a licensed California Real Estate Broker helping investment real estate property owners buy and sell their properties since 2006 where he started career at Marcus & Millichap. He also holds his series 22 and 63 licenses. With over $85,000,000 in closed commercial real estate brokerage transactions and formerly an associate at the largest Commercial Real Estate Brokerage firm in the country, he has had hands-on training from some of the best in the business. He has brokered numerous successful 1031 exchanges, Delaware statue trust and deferred sales trust and has a vast amount of knowledge and experience to share with sophisticated investment property and business owners. As a trustee Mr. Swarts is passionate about educating his clients and financial professionals about capital gains tax deferral with a Deferred Sales Trust, how they can divest from real estate investments without a 1031 exchange and then invest back into and back out real estate at their own timing all capital gains tax deferred. Beside his professional career he also is an active commercial real estate investor and holds interest in Multifamily, Retail, Medical Office and Mixed-Use properties.  Mr. Swarts holds two B.S. degrees from William Jessup University where he distinguished himself with an academic and athletic scholarship, captain of the basketball team, and given the most Inspirational award and an honorable mention as a CalPac All-Conference Team in 2006. He resides in Roseville, CA with his wife Melanie and their 4 daughters and one son. Watch the full episode here: About The Project EGG Show: The Project EGG Show is a video talk show that introduces you to entrepreneurs from around the world. It is broadcast from studios in Metairie, Louisiana to online platforms including YouTube, iTunes, Google Play, Spotify and Stitcher, and hosted by Ben Gothard. Our goal is to give you a fresh, unscripted and unedited look into the lives of real entrepreneurs from around the globe. From billionaires to New York Times best selling authors to Emmy Award winners to Forbes 30 Under 30 recipients to TEDx speakers – we present their real stories – uncensored and uncut. Subscribe To The Show: Get Access To: 1. Resources: 2. Financing Solutions: 3. Payment Solutions: 4. Services: 5. Courses: 6. Software: 7. Book: --- Support this podcast:
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1 hour, 39 minutes
Podchaser Creator ID logo 356054