DiscoverOpportunity Zones PodcastDSTs And OZs For Advisors, With Louis Reynolds (Episode 202)
DSTs And OZs For Advisors, With Louis Reynolds (Episode 202)

DSTs And OZs For Advisors, With Louis Reynolds (Episode 202)

Update: 2022-06-28
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Description

When a High Net Worth investor triggers a capital gain, there are a few different tax mitigation options available, including the 1031 Exchange, a Delaware Statutory Trust (DST) investment, and Opportunity Zones. But when is each of these options appropriate? And how can advisors place their clients into the appropriate tax mitigating investment products?

Louis Reynolds, CEO of Synergistic Exchange Solutions, joins the show to discuss real estate as an asset class, and when Opportunity Zones or other tax mitigation strategies are right for High Net Worth investors.

Show notes: https://opportunitydb.com/2022/06/louis-reynolds-202/

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DSTs And OZs For Advisors, With Louis Reynolds (Episode 202)

DSTs And OZs For Advisors, With Louis Reynolds (Episode 202)

OpportunityDb