Adam welcomes Rachel Alley, Principle and Team Leader of The Millenium Group at Keller Williams Capital Partners, and Greg Smith, Regional Vice President of IPX1031. Adam, Rachel, and Greg are chatting today about lesser known real estate hacks and strategies to avoid taxes on the sale of property, and much more.

Including:

– Passive income without “The Terrible T’s”

– The difference between active investors and passive investors

– 1031 Exchanges and how they work

– The importance of working with a qualified intermediary

– What is a DST?

Learn more about Rachel:

Email Rachel: Rachel@MilleniumREGroup.com

Learn more about Greg:

Email Greg: Greg.Smith@ipx1031.com

Libertas Wealth:

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— Adam Koos, CFP®, CMT® is a CERTIFIED FINANCIAL PLANNER and one of only 2,600+ Chartered Market Technicians (CMT) worldwide, as well as a Certified Financial Technician (CFTe®) thru the International Federation of Technical Analysts (IFTA). He’s been named by Columbus Business First as one of their 20 People to Know in Finance, was a recipient of the Forty Under 40 award, is ranked by Investopedia as one of America’s top 100 Most Influential Advisers, and is the winner of the coveted Better Business Bureau Torch Award for Ethical Enterprising. Adam serves his clients as the president and portfolio manager at Libertas Wealth Management Group, Inc., a Fee-Only Registered Investment Advisory (RIA) firm, located in Columbus, Ohio.

******* The audio and video contained herein is intended for those interested in finance, searching for a financial advisor, wealth manager, financial planner, and/or retirement planning. While we are CERTIFIED FINANCIAL PLANNERS (through the College for Financial Planning) and work with clients all over the country, our business is run out of Columbus / Central Ohio. If you are looking for wealth management, financial planning, a financial counselor, wealth advisor, or financial consultant – especially a fee-only, Fiduciary Registered Investment Advisor – we provide money management and financial services for individuals and couples (i.e. – a 401k rollover), as well as business owners (i.e. – 401k, SIMPLE, SEP IRA’s, as well as cash balance and other various retirement plans)….(read more)

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When it comes to selling a piece of real estate, taxes can be a major concern for many property owners. However, with the right strategies in place, it is possible to minimize or even avoid taxes on the sale of real estate. In this article, we will explore some rare tips including 1031s, DSTs, BDCs, and NT REITs that can help property owners navigate the tax implications of selling real estate.

One rare but highly effective strategy for avoiding taxes on the sale of real estate is to utilize a 1031 exchange. This provision in the tax code allows property owners to defer paying capital gains taxes on the sale of a property if they reinvest the proceeds into a similar, “like-kind” property. By using a 1031 exchange, property owners can essentially roll over their investment into a new property without incurring immediate tax liabilities.

Another lesser-known option for avoiding taxes on the sale of real estate is to consider a Delaware Statutory Trust (DST). A DST is a legal entity that allows multiple investors to hold fractional interests in a property, which can be an attractive option for property owners looking to diversify their real estate holdings or exit a property without triggering a large tax bill. By selling the property to a DST, property owners may be able to defer taxes on the sale and receive regular income from the investment.

Business Development Companies (BDCs) are another rare but effective vehicle for deferring taxes on the sale of real estate. BDCs are investment firms that provide financing and capital to small and mid-sized businesses, and they are required by law to distribute at least 90% of their taxable income to shareholders in the form of dividends. By investing in a BDC, property owners can potentially defer taxes on the sale of real estate while also earning regular income from the investment.

Finally, property owners may also want to consider investing in a Non-Traded Real Estate Investment Trust (NT REIT) as a way to avoid taxes on the sale of real estate. NT REITs are publicly registered but do not trade on a stock exchange, making them a more stable and less volatile investment compared to traditional REITs. By investing in a NT REIT, property owners may be able to defer taxes on the sale of real estate while also benefiting from regular dividends and potential appreciation in the value of the REIT’s underlying real estate assets.

In conclusion, there are several rare and lesser-known strategies that property owners can use to avoid taxes on the sale of real estate. From 1031 exchanges and DSTs to BDCs and NT REITs, these options can provide property owners with valuable opportunities to defer taxes on the sale of real estate while also generating regular income from their investments. It is important for property owners to carefully consider these options and consult with a tax professional or financial advisor to determine the best strategy for their individual circumstances.