More About Brett Swarts And The Deferred Sales Trust

[Brett P Swarts]

Juan Vargas:

A little bit more about your background and tell us more about the Deferred Sales Trust.

Brett Swarts:

Absolutely. So I fell in love with investment, real estate, and development at a young age in Northern California, helping my dad build homes, and he was an entrepreneur, businessman investor himself. And from there, I knew it was probably going to be in my future, somehow, some way. So I went to college, and I played basketball there. And I like working on teams and, and I had a mentor who played basketball. And he told me about a company called Marcus and Millichap. And so in 2006, I joined them as an internship and really kind of learning the basics of investment, real estate. And then I started my career full-time in investment, brokerage transactions in 2007. And just as I was getting the business going, the 2008 crisis hit, and I'm newly married, you know, baby on the way, and I did what every good entrepreneur does, and figured out a way to keep the dream alive. As a new dad, and as a husband, I'm trying to provide for the family. And, and so how do I keep it going? And how do I make it work? And, it's tough, right? It's really easy. It's like every entrepreneur’s journey is a little bit challenging. And so I went, and not only tried to learn more about ways to add value to clients, and kind of survive in the business. But also, I wanted to help my clients who had friends and family, who lost everything in the ’08 crash. Part of why they lost everything is because they had too much debt. And they felt forced and pressure to overpay for properties via 1031 exchange. And so along this journey, I'm trying to make it in the business because of the 100% commission, I'm working side jobs and in restaurant jobs at night, and my manager brought in a gentleman to speak on this strategy called a Deferred Sales Trust. And it's like you never have those moments when the light bulb goes off in your head and you're like, there's a whole nother world out there that I wasn't even aware of. That began my journey of tax deferral and helping my clients escape, feeling trapped by capital gains tax and the 1031 exchange so they can create and preserve more wealth.

So, I set out on the plan to educate all of them and to become an expert in tax deferral and alternatives to 1031 exchanges. That's why I've done Delaware Statutory Trust, I've done Deferred Sales Trust and 1031 exchanges and, and fast forward over 10 years of studying and working with individual clients. We've now launched Capital Gains Tax Solutions to help every business professional out there, whether it's commercial real estate brokers who were like me, or financial advisors, or Business Brokers, high-end realtors, and our goal is to equip them with the strategy and of course the high net worth individual, all so that they business professional can grow their business and help their clients escape feeling trapped by capital gains tax.

Learn more about Deferred Sales Trust
Visit: www.capitalgainstaxsolutions.com