Why Deferred Sales Trust Is Truly Like Netflix

[Brett P Swarts]

Kyle Stanley:

When we're talking about this, I guess the first thing that's coming to mind is, why is this truly like Netflix? Where it's like brand new? Or is this something that's been going on for a while that people just don't know about?

Brett Swarts:

That leads into my Three Secrets of the Optimal Timing Transformational Exit Plan. It's learning how to legally break free from the capital gains tax, find the freedom to buy and sell your business or property without ever worrying about a 1031 whenever again. So my story starts with Marcus and Millichap. I was sitting here saying too good to be true. How do I know this thing is legal? What's the track record, and this was 2009. This is right after the crash. So I had friends, family, clients who know someone lost everything. By the way, I was just a brand new broker, I was just barely making the business and my wife and daughter at home, and we're trying to survive. I don't know if you've ever been in a situation, Kyle, where you feel like you're not sure how you're going to be able to provide for your family. That's where I was at. It wasn't always easy. At the time, the market crashes. I went from a broker making a little bit to making next to none. So we had to get creative, and we had to try to solve problems. And so at the time, my manager at Marcus and Millichap brought in a gentleman who's now my business partner and the co-founder of the Deferred Sales Trust. He talked about this Deferred Sales Trust and like most folks, we said, how long is it been around? At the time, it had been around for about 12 years? How many audits, a few audits? How many deals, lots of deals.

Fast forward now, 1000s of closes billions under management last year alone, about 2 billion of actual gross volume of DST asset sales were sold. So, it's been around for a long time. Here's the key. Most people just don't know how to do it. They haven't done it like anything. It's always new or too good to be true until you have a guide who's a few steps ahead of you. It's gonna show you how to do it. It's the same thing with, self-directed IRAs, a self-directed 401k, or even a 1031 exchange 25 years ago. Now you have 5000 companies of 1031s all talking about it all the time. Guess what, there's just one group who's talking about the Deferred Sales Trust. That's the tax attorneys for my business partners. Some others are business partners, who are financial advisors who offer it for their particular one. For our role at Capital Gains Tax Solutions, we work directly with commercial real estate investors, brokers, syndicators, and we are the trustee to help close this. So it's still new until you meet someone who knows how to do it.

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