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Deferred Sales Trust Secrets with Brett Swarts - #245

In this episode of the Real Estate Reserve Podcast, Jason and Ian sit down with Brett Swarts, Founder of Capital Gains Tax Solutions, to break down the Deferred Sales Trust (DST)—a powerful, lesser-known strategy to defer capital gains taxes on the sale of real estate, businesses, crypto, and other highly appreciated assets.

Unlike a 1031 exchange, the DST offers far more flexibility and control, with no like-kind requirement, no strict deadlines, and the ability to reinvest into a variety of assets—all while deferring taxes.

🎯 In this episode, we cover:

  • How the DST works and how it differs from 1031 exchanges & Delaware Statutory Trusts

  • Real-world case studies involving multifamily sales, business exits, and crypto gains

  • How investors, entrepreneurs, and syndicators can use DSTs to preserve wealth and create passive income

  • Key compliance rules, objections, and how to vet the right professionals

  • How to structure DSTs for general partners, LPs, and even single-member exits

If you're planning a major exit and want a smarter tax strategy, this episode is packed with insights.

🔗 Connect with Brett Swarts & Learn More 👉 https://capitalgainstaxsolutions.com/meet-brett/ 👉 https://brettswarts.com/

If you enjoyed this podcast we would appreciate a positive review...

https://podcasts.apple.com/us/podcast/real-estate-reserve-podcast/id1507982777

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287 episodes