WHO WE HELP
Real Estate Professionals
An Effective 1031 Exchange Alternative
How many times have you seen a client hesitant to sell their highly appreciated property because of the capital gains taxes?
What if you could introduce those clients to a solution that would allow them to defer both the capital gains and depreciation recapture tax?
We’ve helped thousands of real estate professionals sell more highly appreciated properties by connecting their clients with the Deferred Sales Trust (DST).
The DST is a strategy to defer capital gains tax on the sale of highly appreciated residential, investment or commercial real estate, or the sale of a business. It’s an attractive alternative to a 1031 exchange when a client wants or needs to cash out of real estate or cannot find a replacement property for the 1031 Exchange.
There’s no better way to separate yourself from the competition. By offering the DST as a tax-efficient method for clients and prospects to sell their highly appreciated property, you can earn more listings and commissions.
Why is it a more attractive option than a 1031 Exchange?
- Sellers don’t face time restrictions of 45 days to ID and 180 days to close.
- Without these restrictions, they can wait for the BEST investment opportunity, rather than the best available within 180 days.
- Doesn’t have to be like-kind property. Investments can be diversified, AND the DST can reinvest in real estate or a business if seller wishes.
- When a partnership or other ownership group sells an appreciated asset, they do not need to remain together to achieve tax deferral.
Estate Planning Team provides members with:
- Access to the DST, which can help to set you apart from the competition, build stronger relationships with clients and prospects, and earn more listings.
- Access to tax and legal professionals that present and execute the Deferred Sales Trust for your prospects and clients.
- Help networking with other professionals to build mutually beneficial relationships
- Use your DST sales guide, marketing guide, and a multitude of free resources that make it easy for you to promote the DST to prospects and customers.
- Generate more leads through your own personalized website.
- Build stronger relationships with your clients by providing the solution they’ve been looking for.
- Earn more listings, close more sales and generate more commissions as you separate yourself from all competitors