Real Estate Reserve Podcast

Joe Downs - The Deal That Changed My Life In this episode of The Real Estate Reserve Podcast, Jason Balin of Hard Money Bankers and Ian Horowitz of Equity Warehouse welcome back Joe Downs from Bellrose Group for The Deal That Changed My Life. Joe dives deep into a distressed debt portfolio acquisition that reshaped his investing strategy — a $115 million UPB deal involving 2,500 second-lien residential loans. He breaks down how his team saw opportunity where banks saw risk, leveraging "emotional equity" to create value and long-term impact. You'll learn: 🏦 How to identify opportunities in distressed debt and charged-off loans 💡 Why understanding emotional equity gives investors a competitive edge 📊 How to look beyond traditional metrics to uncover hidden value ⚙️ The mindset shift that separates institutional lenders from successful investors Whether you're an experienced investor, a note buyer, or curious about how creative deal-making really works, this episode is packed with insight into real-world problem-solving, risk assessment, and strategic investing. 🎧 Listen now to hear the deal that changed Joe's life — and could inspire your next big move. If you enjoyed this podcast we would appreciate a positive review... https://podcasts.apple.com/us/podcast/real-estate-reserve-podcast/id1507982777  

Would You Rather Wholesale, Stabilize to Sell or Long Term Hold This Deal - #257 In this episode of The Real Estate Reserve Podcast, Jason and Ian break down a real multimillion-dollar deal they were recently presented with — and debate the big question every investor faces: 👉 Should you wholesale it, stabilize and sell, or hold long-term? They walk through the full case study — from how the opportunity came about, to the financing terms, equity structure, and potential returns. You'll hear their real-time underwriting process and thought-out strategies on raising capital, analyzing risk vs. reward, and deciding when to take quick cash versus play the long game. Whether you're an active investor, syndicator, or just love diving into deal analysis, this episode is packed with valuable takeaways on: 💰 Structuring partnerships and capital raises 🏢 Evaluating light industrial and flex space investments 📈 Balancing short-term profits with long-term wealth building 🧠 Overcoming mental blocks around raising capital and deal risk Listen in, then drop a comment — what would YOU do with this deal? Would you wholesale, stabilize to sell, or hold it long-term? If you enjoyed this podcast we would appreciate a positive review... https://podcasts.apple.com/us/podcast/real-estate-reserve-podcast/id1507982777  

Joel Friedland - The Deal That Changed My Life In this episode of The Deal That Changed My Life, we welcome back Chicago industrial real estate investor Joel Friedland to share the incredible story of a deal that completely transformed his career. Joel has purchased more than 100 industrial buildings with over 250 investors across the Chicago area—but one deal in Elmhurst, Illinois, stands out above the rest. What started as a vacant 100,000-square-foot warehouse once home to Keebler turned into a 15-year lease with Comcast and an unbelievable 40% cash-on-cash return. From panic over a year-and-a-half vacancy to landing a dream tenant—and even getting his cable fixed along the way—Joel breaks down what made this deal the best (and luckiest) of his career. 🎙️ In this episode: How Joel discovered and financed the Elmhurst deal The turning point that brought Comcast to the table Negotiating a 15-year lease and record returns Why taking risks (and keeping your sense of humor) matters in real estate Lessons learned from 100+ industrial investments If you love real estate success stories, investor insights, and candid conversations about risk, luck, and grit, this one's for you. If you enjoyed this podcast we would appreciate a positive review... https://podcasts.apple.com/us/podcast/real-estate-reserve-podcast/id1507982777  

How Mastering Foreclosure and Tax Sale Overages Led This Investor to Move to Puerto Rico - #256 In this episode of The Real Estate Reserve Podcast, hosts Jason and Ian sit down with Bob Diamond, a seasoned real estate attorney and investor now living in Puerto Rico, to unpack how mastering foreclosure and tax sale overages turned into a lucrative real estate business—and ultimately gave him the freedom to live in paradise. Bob shares his journey from working at Arthur Andersen to building a real estate empire through foreclosure auctions, tax sale investing, and recovering excess funds for homeowners. He breaks down how overages work, why most people don't even know they're owed money, and how investors can turn this overlooked niche into a profitable venture. 💬 Topics covered: How foreclosure and tax sale auctions really work Understanding overages and excess funds Why 70% of funds go unclaimed—and how to recover them Lessons from flipping, rentals, and tax sales The mindset behind successful investing Why Bob chose to move his business to Puerto Rico Whether you're a real estate investor, attorney, or just curious about passive income through unique strategies, this episode is packed with insight and experience from someone who's done it all. If you enjoyed this podcast we would appreciate a positive review... https://podcasts.apple.com/us/podcast/real-estate-reserve-podcast/id1507982777  

Lane Kawaoka - The Deal That Changed My Life In this episode of The Deal That Changed My Life, we welcome back Lane Kawaoka from The Wealth Elevator to share the pivotal real estate deals that shaped his journey. Lane dives into how he went from buying rental properties in Seattle in 2009 to managing 10,000 rental units across multiple U.S. markets. We explore: ✅ The challenges and lessons of investing out-of-state ✅ Transitioning from single-family homes to Class B apartments and development projects ✅ How moving "upstream" toward less competitive, higher-quality deals can transform your portfolio ✅ The importance of surrounding yourself with the right people and networks ✅ Key insights on navigating market cycles and scaling your investments Whether you're a new investor or a seasoned pro, Lane's story offers actionable strategies and mindset shifts for long-term success in real estate investing. 📚 Check out Lane's book: The Wealth Elevator on Amazon 🎧 Listen to Lane's podcast: The Wealth Elevator If you enjoyed this podcast we would appreciate a positive review... https://podcasts.apple.com/us/podcast/real-estate-reserve-podcast/id1507982777  

How to deploy $100,000 in todays Market - #255 In this episode of The Real Estate Reserve Podcast, hosts Jason and Ian break down real-world strategies for deploying $100K in today's market — whether your goal is fast growth, cash flow, or wealth preservation. They share how they'd personally invest $100,000 based on different scenarios — from flipping houses and building active income to creating long-term passive income through rentals, private lending, or syndications. Jason and Ian also dive into risk tolerance, capital allocation, education and mentorship, and the mindset shift it takes to turn $100K into $1 million. 🎯 What You'll Learn: How to invest $100,000 in real estate right now The difference between active vs. passive investing Smart ways to grow your capital through flips and small deals How to partner with operators or syndicators When to prioritize education and mentorship Why betting on the jockey (operator) matters as much as the horse (asset) Whether you're a new investor looking to build wealth or a seasoned pro with extra capital to deploy, this episode is packed with actionable insight and hard-earned experience from two full-time real estate entrepreneurs. If you enjoyed this podcast we would appreciate a positive review... https://podcasts.apple.com/us/podcast/real-estate-reserve-podcast/id1507982777  

How Does This Canadian Investor Own So Many Properties In The United States - #254 In this episode of The Real Estate Reserve Podcast, hosts Jason and Ian sit down with Glen Sutherland, a Canadian investor who has built an impressive real estate portfolio — entirely in the United States! 🇨🇦➡️🇺🇸 Glen shares how he went from being limited by Canadian lending and tenant laws to owning dozens of properties across U.S. markets like Huntsville, Indianapolis, and Kansas City. He breaks down: ✅ Why he chose to invest south of the border ✅ How he financed his first deals using Canadian capital ✅ The challenges of remote investing and managing U.S. contractors ✅ Legal and tax differences between Canadian and U.S. real estate investing ✅ Tips for other Canadians looking to buy, BRRRR, or syndicate deals in America From navigating lending rules to creating systems for managing renovations across borders, Glen's story is packed with real-world advice for international investors — or anyone curious about building wealth through out-of-state real estate. 🎧 Tune in to learn: • How Glen scaled from single-family homes to large multifamily deals • The strategies that helped him transition from 9-to-5 to full-time investor • Common mistakes Canadians make when investing in the U.S. • How to protect yourself when hiring contractors remotely 📺 Watch now to discover how Glen made cross-border investing work — and how you can too! 🔗 Connect with Glen Sutherland: 🎧 Canadian Investing in the U.S. Podcast 🌐 https://acanadianinvestingintheusa.com/ If you enjoyed this podcast we would appreciate a positive review... https://podcasts.apple.com/us/podcast/real-estate-reserve-podcast/id1507982777  

How To Invest Anywhere with Mitchell England #253 In this episode of the Real Estate Reserve Podcast, Jason and Ian sit down with Mitchell, a mobile home park investor from Washington State, to dive deep into one of real estate's most misunderstood — yet highly profitable — asset classes: mobile home parks. Mitchell shares his inspiring journey from being a burned-out W2 employee to taking the leap into full-time real estate and entrepreneurship. He walks us through how reading Rich Dad Poor Dad changed his mindset, how he started small, and how he built his portfolio to include a 39-unit mobile home park across the country in North Carolina. If you've ever been curious about: 🏘️ Why investors are turning to mobile home parks for stable cash flow 💡 How to analyze, underwrite, and finance MHP deals ⚙️ The real expenses and management systems behind park ownership 🚫 Common pitfalls (like overestimating vacant pad potential) 💪 And what makes this space resistant to inflation — — this episode breaks it all down with firsthand experience and actionable insights. 🎙️ Key Topics Covered: Mitchell's background and mindset shift from employee to entrepreneur His first big commercial deal: a 39-unit mobile home park Understanding MHP expenses, utilities, and management models The truth about filling vacant pads and dealing with POH (park-owned homes) Why mobile home parks offer long-term stability and community What the future looks like for mobile home park investing 📈 Whether you're a seasoned investor or just exploring new opportunities in real estate, this conversation will change how you think about affordable housing and passive income. 👉 Subscribe for more real estate investing insights, interviews, and strategies every week. 👍 Like this episode? Share it to help us bring on more great guests! If you enjoyed this podcast we would appreciate a positive review... https://podcasts.apple.com/us/podcast/real-estate-reserve-podcast/id1507982777  

The Next Big Asset Class with Joe Downs - #252 In this episode of The Real Estate Reserve Podcast, Jason and Ian sit down with Joe Downs, a Philadelphia-based investor with deep experience across multiple real estate asset classes. From distressed residential debt to self-storage, RV and boat storage, and even flex industrial space, Joe shares how he navigated market cycles, reinvented his business, and discovered what he calls the next big asset class. Joe's story highlights how he transitioned from distressed mortgage debt and hard money lending into building a self-storage portfolio of 20+ facilities nationwide. He dives into: ✅ Why self-storage remains a powerful opportunity despite increased competition ✅ Lessons learned from distressed debt investing and market downturns ✅ The rise of "pro storage" and small-bay flex as niche investment opportunities ✅ How COVID changed storage operations, technology adoption, and valuations ✅ The benefits of long-term coaching, masterminds, and partnerships in scaling Whether you're a multifamily operator, private lender, or a new investor looking for your next move, this episode is packed with candid insights about what it takes to pivot, adapt, and thrive in today's market. 🎧 Don't miss this conversation if you want to understand where the real estate investing world is headed next! If you enjoyed this podcast we would appreciate a positive review... https://podcasts.apple.com/us/podcast/real-estate-reserve-podcast/id1507982777  

CJ Calio - The Deal That Changed My Life In this episode of The Deal That Changed My Life, CJ Calio from WNN Properties shares the real estate deal that transformed his path from UPS driver to financial freedom in just four years. Based in Hawaii, CJ focuses on out-of-state investing, building wealth through buy-and-hold residential and commercial properties in more affordable markets. CJ dives into the pivotal deal that changed everything: an 11-property portfolio he secured without having the cash in hand. By leveraging OPM (other people's money), he raised $500,000 in under 30 days to close on the deal. This portfolio not only accelerated his journey to early retirement but also opened doors to larger opportunities, including a $3 million commercial property. Topics covered in this episode: How CJ built financial freedom in 4 years through real estate The power of resourcefulness vs. resources in investing Leveraging private money and creative financing to scale Using the BRRRR method on a portfolio of 11 single-family homes Transitioning from residential to commercial real estate deals Whether you're a beginner investor or looking to scale your portfolio, CJ's story is proof that with the right mindset and strategy, you can create financial independence through real estate. 🔗 Follow CJ on Instagram: @WNNProperties 👉 Don't forget to like, subscribe, and share if you found value in this episode! If you enjoyed this podcast we would appreciate a positive review... https://podcasts.apple.com/us/podcast/real-estate-reserve-podcast/id1507982777  

Book Review - Take A Ride On The Wealth Elevator #251 In this episode of the Real Estate Reserve, we're diving into Take A Ride On The Wealth Elevator by Lane Kawaoka — a book that breaks down how everyday investors can move from the "ground floor" to building long-term wealth through real estate syndications, accredited investing, tax strategies, and passive income. We also chat about the balance between learning from books vs. podcasts, the importance of timing when financial lessons finally click, and why betting on yourself can often be the best investment strategy. From cash flow and infinite banking to scaling your business and leveraging locked equity, this discussion is packed with practical reminders and aha moments for investors at every stage. 📚 What you'll learn in this episode: Key takeaways from The Wealth Elevator and how to apply them Why passive income should be the top priority before legacy planning The power of combining books and podcasts for real-time learning Case studies and real-world applications from experienced investors How to leverage equity, syndications, and alternative assets for higher returns Whether you're just starting out, scaling your portfolio, or looking for fresh ideas to optimize your investing strategies, this conversation will give you insights you can put into action. 👉 Don't forget to like, subscribe, and share if you enjoy the show! If you enjoyed this podcast we would appreciate a positive review... https://podcasts.apple.com/us/podcast/real-estate-reserve-podcast/id1507982777  

Alan Franks - The Deal That Changed My Life In this episode of The Deal That Changed My Life, we welcome back Alan Franks, Certified Financial Planner, author of Empower Money, and real estate investor based in Atlanta, Georgia. Alan shares the real estate deal that changed everything for him—a $235,000 starter home purchased in 2015 that became the springboard for building a portfolio of rental properties, Airbnbs, and duplexes. What started with a $10,000 loan from a life insurance policy turned into a wealth-building strategy that leveraged equity, rental income, and HELOCs to create long-term financial freedom. We dive into: How Alan used whole life insurance to fund his first real estate deal Turning one property into multiple rentals and Airbnbs The role of passive income (and why real estate isn't always truly passive) Using leverage and syndications to grow wealth How real estate fits into an overall financial plan Whether you're a first-time homebuyer, an aspiring real estate investor, or someone looking to expand your portfolio, Alan's story is a powerful example of how one deal can truly change your life. 🔗 Learn more about Alan Franks: https://empowered-money.com 👉 Don't miss our first interview with Alan where we go deeper into financial planning and real estate strategies. 📌 If you found this episode valuable, please like, comment, and share—it helps us bring more real stories from real investors! If you enjoyed this podcast we would appreciate a positive review... https://podcasts.apple.com/us/podcast/real-estate-reserve-podcast/id1507982777  

How Key Person Insurance Saved Joel Friedland's Real Estate Portfolio - #250 In this episode of The Real Estate Reserve Podcast, we sit down with Chicago industrial real estate investor Joel Friedland to hear how decades of investing, market cycles, and a high-stakes partnership shaped his conservative, debt-free investment philosophy. Joel started in industrial real estate syndications at just 22 years old, eventually building a portfolio of over 50 properties. Along the way, he experienced the highs of rapid growth, the pressures of the 2008 financial crisis with $70M in personal guarantees, and the painful reality of a partnership gone wrong. Through it all, key person insurance (also called keyman insurance) became the safety net that saved his business and his investors when tragedy struck. But Joel's story isn't just about survival—it's about lessons learned and how to build a portfolio designed to last. You'll hear: ✅ How Joel built his career in industrial real estate syndications ✅ The risks of personal guarantees, high leverage, and "saying yes" to the wrong deals ✅ Why he compares partnerships to marriage—and how ignoring red flags nearly cost him everything ✅ The 2008 financial crisis, seven banks pushing workouts, and what finally pushed him to adopt a no-debt/low-debt strategy ✅ How key person insurance and succession planning protect investors ✅ His current approach: debt-averse, small industrial buildings, long-term holds, and 7.5% preferred returns with investors ✅ Why he says IRR stands for "Irrelevant"—and why he focuses on cash flow and 14% average annual returns instead ✅ The importance of investor relationships, succession plans, and building a business you can sleep well at night with Joel also shares candid reflections on lifestyle creep, partnership struggles, and why "breaking up is hard to do" when you're living the good life—but necessary for long-term stability. Plus, you'll learn how he structures deals today, from raising 100% equity, to waterfalls and prefs, to creative solutions for investors who want to exit without selling a property. This is a masterclass in risk management, succession planning, and conservative industrial real estate investing. If you enjoyed this podcast we would appreciate a positive review... https://podcasts.apple.com/us/podcast/real-estate-reserve-podcast/id1507982777  

Brett Swarts - The Deal That Changed My Life In this episode of The Deal That Changed My Life, we welcome back Brett Swarts, founder of Capital Gains Tax Solutions. Brett shares two powerful stories—one about a life-changing real estate deal that gave his family the freedom to start a new chapter in Florida, and another about a missed opportunity that shaped his mission to help others avoid costly mistakes with capital gains taxes. From a record-breaking property sale to the heartbreaking story of an investor who lost everything, Brett explains how these experiences inspired him to create strategies that unlock wealth, preserve families, and provide financial freedom. If you're a real estate investor, business owner, or entrepreneur facing a big exit, you'll want to hear Brett's insights on deferred sales trusts, capital gains strategies, and why having the right plan can make or break your financial future. 🔑 What you'll learn in this episode: The real estate deal that changed Brett's life and funded his family's next chapter A cautionary tale of a $50M portfolio lost to poor tax planning Why capital gains tax solutions are critical for investors How deferred sales trusts can protect wealth and multiply impact Practical lessons for entrepreneurs, investors, and families 📍 Connect with Brett Swarts: Website: BrettSwarts.com Capital Gains Tax Solutions: CapitalGainsTaxSolutions.com 👉 If you found value in this episode, don't forget to like, comment, and subscribe. Share this with someone who needs to hear how the right tax strategy can change everything. If you enjoyed this podcast we would appreciate a positive review... https://podcasts.apple.com/us/podcast/real-estate-reserve-podcast/id1507982777  

Lane Kawaoka's Wealth Elevator: Legacy Building Through Real Estate & Businesses - #249 In this episode of the Real Estate Reserve Podcast, Jason and Ian sit down with Lane Kawaoka, a Hawaii-based real estate investor, author of The Wealth Elevator, and operator with 10,000+ rental units and over $2B in acquisitions. Lane shares his full journey from being an engineer buying single-family rentals to building large multifamily portfolios, syndications, and now expanding into business acquisitions. We cover: Raising Capital vs. Finding Deals – why both are difficult, and how Lane fought to earn investor trust early on Building Broker Relationships – how to get taken seriously when you're starting out and why brokers control deal flow Scaling from Class C to Class A – lessons learned from tough properties with high economic vacancy and how Lane shifted to better assets The Current Market – Lane's perspective on interest rates, Fed policy, and why he thinks the market bottom may already be behind us Beyond Real Estate – why more investors are diversifying into businesses and other alternative assets for higher cash flow and flexibility The Wealth Elevator Framework – the stages of wealth building, from your first rental to financial freedom, and when to shift strategies at key net worth milestones This is a masterclass in real estate investing, wealth building, and mindset from someone actively operating today — not just teaching theory. 👉 If you get value from the episode, please share it with another investor who's serious about scaling their portfolio. 📌 Connect with Lane Kawaoka: Book: The Wealth Elevator → Available on Amazon Website: thewealthelevator.com 📌 Subscribe to the Real Estate Reserve Podcast for unfiltered conversations with operators building wealth in real time. If you enjoyed this podcast we would appreciate a positive review... https://podcasts.apple.com/us/podcast/real-estate-reserve-podcast/id1507982777  

The Secret to Buying Out-of-State Rentals Use the 1% Rule with CJ Calio -#248 Want to invest in real estate outside your local market? In this episode of the Real Estate Reserve Podcast, Jason and Ian interview CJ Calio, a successful real estate investor who built a profitable out-of-state rental property portfolio from Hawaii using the 1% rule. CJ shares his personal journey from working at UPS to achieving financial freedom through real estate investing, including: How to find cash flow-positive rental properties in other states Using the 1% rule to analyze deals and maximize returns Overcoming challenges of long-distance real estate investing Leveraging turnkey properties, local networks, and property managers Scaling from single-family rentals to commercial real estate Key strategies for building passive income and generational wealth Whether you're a first-time investor or looking to expand your rental property portfolio out-of-state, this episode gives actionable insights to help you succeed in real estate investing, no matter where you live. 📍 Follow CJ Calio and learn more: Instagram @WNNProperties If you enjoyed this podcast we would appreciate a positive review... https://podcasts.apple.com/us/podcast/real-estate-reserve-podcast/id1507982777  

Joe Root - The Deal That Changed My Life We're back in the studio with multifamily investor Joe Root, diving into the deal that changed his life. Joe shares the story of his very first building purchase in Chicago—an investment that nearly went sideways during the 2008 financial crisis. With seller financing, a looming balloon note, and a lender unwilling to refinance, Joe found himself in a high-pressure situation that tested both his strategy and his resilience. In this episode, we cover: ✅ Joe's first multifamily deal in 2006 and lessons learned during the Great Financial Crisis ✅ Creative financing strategies and refinancing challenges ✅ How executing a business plan is critical to long-term success ✅ The importance of resilience, timing, and surrounding yourself with the right people ✅ Joe's outlook on multifamily investing and where he sees opportunities today Joe's story is a powerful reminder that even in tough markets, execution and perseverance can turn a near-disaster into a long-term win. 🔗 Connect with Joe: Root Property Group: rootpg.com ESAPER Real Estate Partners: esrepartners.com If you enjoy real conversations with real investors, share this episode with a friend and don't forget to subscribe for more stories that inspire and educate. If you enjoyed this podcast we would appreciate a positive review... https://podcasts.apple.com/us/podcast/real-estate-reserve-podcast/id1507982777  

Empowered Money: Creating Your Own Wealth Strategy with Alan Franks - #247 💰 Ready to take control of your money and build real, lasting wealth? In this episode of the Real Estate Reserve Podcast, we're joined by Alan Franks — Certified Financial Planner, author of Empowered Money, and a master at helping people create financial strategies that actually work in real life. From breaking free of commission-only sales to building a thriving fee-based planning practice, Alan shares his insider playbook for growing wealth, minimizing taxes, and using debt the right way. Here's what you'll learn: ✅ How to combine "gas pedal" investing with "brake pedal" risk management for a balanced wealth strategy ✅ Smart ways to use leverage to accelerate your financial growth (without blowing up your plan) ✅ The Millionaire's Dilemma: Should you invest first or pay off debt? ✅ Why mortgage equity might be quietly underperforming for you ✅ Powerful uses for HELOCs and securities-backed lines of credit ✅ Tax-saving strategies like cost segregation and bonus depreciation ✅ The truth about Dave Ramsey's advice — what works, what doesn't, and what wealthy people really do instead Whether you're a real estate investor, entrepreneur, or high-income earner, this conversation is packed with strategies you can start applying today to grow and protect your wealth. If you enjoyed this podcast we would appreciate a positive review... https://podcasts.apple.com/us/podcast/real-estate-reserve-podcast/id1507982777  

From Acquisition to Now: Whitehouse Manor Project Update - #246 In this powerful episode of the Real Estate Reserve Podcast, Jason and Ian break down the full lifecycle of a major multifamily investment—the 76-unit Whitehouse Manor project in Baltimore, MD—a deal they've been involved in for the past 5 years. What started as a $5 million acquisition with 90% seller financing turned into a rollercoaster of refinancing, near-sales, market changes, and valuable lessons. From a missed $8.8M exit to today's valuation closer to $8.2M, they unpack what went right, what went wrong, and what's next. 🔥 In this episode, you'll learn: How seller financing helped acquire a 76-unit apartment complex The real impact of rising interest rates, expenses, and DSCR challenges Why timing your exit is everything—and how ego can cost you hundreds of thousands The $700K mistake: choosing not to sell when they should have The mindset shift from investor to family office How to create liquidity without adding headaches The importance of opportunity cost and being ready to pivot Why it's crucial to keep your capital working—for equity AND cash flow The mental bandwidth cost of being an operator vs. passive investor A brutally honest look at selling, refinancing, and portfolio rebalancing 💡 Who should watch this: Multifamily & rental property investors LPs considering passive income strategies Real estate operators & syndicators Anyone juggling the trade-off between cash flow vs. equity Investors thinking about when to sell, refinance, or reposition assets 🔄 Whether you're holding too long, or second-guessing your exit, this candid conversation will reshape how you evaluate your deals, your ego, and your equity. ✅ Like, comment, and subscribe for more real-world investing talk, transparent case studies, and honest reflections from the trenches. If you enjoyed this podcast we would appreciate a positive review... https://podcasts.apple.com/us/podcast/real-estate-reserve-podcast/id1507982777  

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