Capital Gains Tax Solutions Podcast
Brett Swarts
Welcome to the Capital Gains Tax Solutions PodcastAre you considering selling a million-dollar-plus business, cryptocurrency, luxury primary home, commercial real estate, or another highly appreciated asset but concerned about the capital gains tax? Want to reinvest into a diversified portfolio of real estate or securities at the optimal time while making a meaningful impact with your wealth? Each episode, Brett Swarts sits down with some of the world’s top minds in real estate, finance, wealth management, and entrepreneurship to uncover their strategies and insights. Expect fast-paced, high-impact content that’s designed to help you create and preserve more wealth. Brett and his guests will guide you through the complexities of capital gains tax deferral and wealth creation, ensuring you retain more of your hard-earned assets.Meet Your Host: Brett SwartsBrett Swarts is on a mission to help you make a lasting impact with your wealth when exiting highly appreciated assets using Deferred Sales Trust for his clients. As a Deferred Sales Trust Trustee and an expert in multifamily investing and brokerage, Brett simplifies complex tax deferral strategies such as the 1031 Exchange, Deferred Sales Trust, Delaware Statutory Trust, Opportunity Zones, and more.What the Podcast Offers:Gain invaluable insights into various tax deferral strategies, real-world deal stories, wealth-building lessons, and pathways to financial freedom—all aimed at helping you build and preserve your wealth.Our Mission:We empower you to exit your investments with freedom and flexibility, enabling you to make informed decisions without the stress of managing properties, dealing with liabilities, or overseeing employees. Instead, we offer a pathway to freedom, liquidity, diversification, and passive commercial real estate investing.#### A Brief History of Brett Swarts:Brett Swarts launched his commercial real estate career just before the 2008 crash, where he and his clients learned the hard way that the 1031 exchange isn’t always your friend when time runs out to find a good deal. Since then, Brett has closed over $500 million in Deferred Sales Trust, Delaware Statutory Trust, and Commercial Real Estate transactions. His extensive experience covers a wide array of tax-deferred strategies, making him a trusted authority in the field.What You’ll Get from Our Episodes:Explore how to build and grow wealth in real estate, business, and leadership. Brett brings on top-tier guests who share their expertise so you can grow personally, professionally, and financially.More About Deferred Sales Trusts:- A Trusted Tax Deferral Solution: With over 27 years of proven success, rooted in the IRS tax code IRC 453 from the 1920s.- Proven Track Record: 29 successful IRS audits for thousands of closed Deferred Sales Trusts.Why You Should Join Us:If you’re tired of feeling trapped by the 1031 exchange, the Deferred Sales Trust offers a smarter, easier solution. Tune in to learn how to create more wealth with clarity and confidence in your tax deferral strategy.Get Started with a Deferred Sales Trust today https://capitalgainstaxsolutions.com and uncover the wealth-building secrets of top investors and tax deferral experts. Let’s create and preserve more wealth together.Follow us on [Facebook](https://www.facebook.com/groups/capitalgainstaxsolutionspodcast/).
Episodes
Mentioned books
Jun 4, 2021 • 28min
Invest Cap Gains Tax Deferred with Reed Goossens of Wildhorn Capital
Reed Goossens is a real estate entrepreneur and Managing Partner of Wildhorn Capital. As a native Australian, Reed moved to the U.S. to pursue his investing career in early 2012.He started his real estate investing journey back in 2009 when he read “Rich Dad Poor Dad” by Robert Kiyosaki. This book opened his eyes to a world of entrepreneurship that he never knew existed. Since then, Reed has been involved with large-scale commercial construction and real estate development projects. His expertise includes project management, property development, and key stakeholder management. In our conversation, we discussed:The barriers to entry into secondary tertiary marketsHis first challenge of the capital gains tax and what he’s seeing as an opportunity to buyUnderstanding the totality of what's going on in the marketConnect with Reed Goossens:Website: wildhorncap.com, reedgoossens.comLove the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter
Jun 2, 2021 • 32min
Build Financial Freedom in AirBnB, real estate with Kyle Stanley
Kyle Stanley is the host of The Fearless Investor Podcast. He helps people learn investing strategies for Airbnb, real estate, and passive investments. He's been an Airbnb host for 5 years and a real estate investor since 2018. Here is a little backstory of how Kyle started in Airbnb and how he flew from there. At first, he was just doing it in a room in his house. Later on, it was in April of 2019, when he heard a podcast, he learned that he can go out and can rent from landlords. With their permission, sublease it on Airbnb and keep the difference. He realized that by doing this, he can actually net $1,000 a month for a place that you have basically no risk. Basically, you will be a mediary of just connecting a home to a short-term guest and you can make a huge profit in the meantime.In our conversation, we discussed:Airbnb modelHow to structure a deal with a landlordSteps in running an AirbnbIs Airbnb better than a regular rental?Connect with Kyle Stanley:Website: fearlesskyle.comLove the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter
May 31, 2021 • 28min
1st Secret of Transformational Exit Plan with Brett Swarts and Logan Freeman
Logan Freeman is a commercial real estate investor, developer, and broker. He is the key principal of FTW Investments which owns over $50M worth of real estate including over 700 apartment units, an 800 unit self-storage facility, 2 hotels, and two NNN retail shopping centers. He is also the host of the Compression Podcast. He specializes in off-market and investment properties. He represents buyers and sellers of multifamily and commercial properties. He sources cash-flowing properties for investors through creativity, networking, and work ethic which has developed into a proven strategy to win. In our conversation, we discussed:What is the transformational exit?How to legally break free from capital gains tax?How to find the freedom to buy and sell your business or property or other highly appreciated assets without ever worrying about the 1031 exchange?Love the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter
May 29, 2021 • 4min
What is the Deferred Sales Trust with Brett Swarts
Love the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter
May 28, 2021 • 24min
Helping Startups & Investors connect for funding with Hall Martin
Hall Martin started out as an Angel Investor. He's a host of an amazing Podcast called Investor Connect. He is the founder of the Ten Capital Network and he has helped over 12,000 investors and startups raised over $740 million. He focuses on venture funding, angel networks, crowdfunding, pitching, fundraising strategies, growth strategies, go to market strategies, and business model developmentIn our conversation, we discussed:Identifying a business model that will run the businessThe biggest mistake entrepreneurs doWhy find a COO - Chief Operations OfficerHow they help startups and investors connect for funding based on the growth storyWhat the investor wants to seeLove the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter
May 26, 2021 • 35min
Building a CRE Investment Bridge Between 2 Worlds with Billy Keels
Billy Skeels has 25+ years of experience both in the Corporate World and Commercial Estate. He is also a father, a husband, a corporate person who has been doing enterprise application software sales, and a Podcast host of "Going Long Podcast with Billy Keels".In 2013, he was inspired to start his own company which focuses on aggregating capital for the purpose of investing it in real assets such as smaller multifamily units, apartment complexes, mobile home park communities, ATM machines, and equipment used in the energy sector in various locations across the USA. He can also speak five different languages. Incredible!In our conversation, we discussed:What is the 506 (c) investing platform?Strategies to invest in ATMs, Mobile Home Parks, and Multifamily UnitsWhat are the visions a corporate person should have if he wants to become wealthy using real estate?Love the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter
May 22, 2021 • 5min
The Difference Between 1031 Exchange and The Deferred Sales Trust with Brett Swarts
Love the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter
May 21, 2021 • 36min
Customizing Your Retirement Blueprint with Mark Kennedy
Mark Kennedy is a financial advisor, he is a specialist when helps in helping you create a blueprint that will help you grow your wealth and create and preserve more wealth in retirement. He is also the founder and president of Kennedy Wealth Management LLC, a Calabasas, California-based Registered Investment Advisor founded in 2008. Mark Kennedy is in the financial services business in some form or capacity for about the last 25 years. Back in 2000, was a kind of his wake-up call for everybody, because the markets took a really big hit. And at that point in time, they decided that they had to use safe money strategies with clients. And they found that through the years, that wasn't really the only way that they should be helping clients. And when 2008 came around, they saw another round of people losing their life savings. And he said that they need to really take on Wealth Management ourselves in a very big way.In our conversation, we discussed:Steps in considering building a blueprintFrequent questions that clients are afraid to askUnderstanding Net Income Tax AdvantageLove the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter
May 19, 2021 • 34min
Closing escrow using a Deferred Sales Trust with Susan Trujilo
Susan Trujilo is a senior escrow officer at Orange Coast Title in Northern California.She started her career in the late 90s. She has exclusive training in escrow specifically in Northern California. The escrow officer is the liaison between the title department or title officers to help streamline transactions. She truly enjoys her career because she gets to meet different clients, buyers and sellers, and realtors that helped her get educated. She also enjoys her profession because of the variety of transactions she gets. So with that growth, she believed that brought her to what her career is now.In our conversation, we discussed:Direct deedingDifference between the deferred sales trust versus the 1031 exchange in terms of paperwork or technicalitiesTitle insurance vesting - what they will need to double-checkLove the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter
May 17, 2021 • 23min
Deferred Sales Trust Client shares his experience and his new Multifamily Deal with David Sloan
David Sloan is a multifamily syndicator and specialist and he's focused on value add multifamily throughout the United States. He's a seasoned attorney with tremendous hands-on experience in real estate. And he formerly worked with the General Counsel of Sunstone Hotel investments, which is a publicly traded read. And that role, he managed all legal functions, including securities, manners, and real estate transactions.David Sloan has formerly had a real job and was at a larger company. And in 2014, and 2015, he started to dabble a little bit with one of his current business partners, Jordan Fisher. And they’ve grown their platform to over $200 million now. And assets we've taken, Nike deals full circle, that's purchasing, stabilizing, and selling, we have another seven assets that they currently own. And they have two more under contract, which is their Spanish Oaks deal in Las Vegas.In our conversation, we discussed:How he started to become fascinated about helping others achieve wealth through multifamily investingFrequent questions that potential clients ask for next wave investorsDeals that he found in the Las Vegas AreaHis experience with the Deferred Sales TrustLove the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter
