Advice on reducing investment risk abounds. Unfortunately, however, little of it applies to you if you have a highly appreciated asset, such as a business or a piece of commercial real estate, that you wish to sell, but are hesitant to do so because of the capital gains tax you will face paying. This is where the Deferred Sales Trust may be just the solution you’re looking for.
Join Greg Reese, Authorized/Approved DST Trustee and Greg Richards, a Registered Investment Advisor, as they discuss the best investment strategy allocations in connection with a Deferred Sales Trust. The DST allows investors of highly appreciated assets liquidate and reallocate while deferring capital gains.
For years the 1031 exchange (like-kind exchange) has been one of the most tax efficient investment vehicles available to real estate investors. However, two lesser-known vehicles are giving the 1031 exchange a run for its money. One is the Opportunity Zone and the other is the Deferred Sales Trust.