Nov. 17, 2023

Real Estate Investment Strategies: 1031 Exchanges, DSTs, and Opportunity Zones

Real Estate Investment Strategies: 1031 Exchanges, DSTs, and Opportunity Zones

If you are looking for options when it comes to real estate, deferring capital gains and passive real estate investing, this segment is a must-listen to 30 minutes. Chris Boyd and Jeff Perry welcome Jay Frank who is the President & COO of...

If you are looking for options when it comes to real estate, deferring capital gains and
passive real estate investing, this segment is a must-listen to 30 minutes. Chris Boyd and
Jeff Perry welcome Jay Frank who is the President & COO of Cantor Fitzgerald Asset
Management. The discussion starts off with a lesson in 1031 exchanges, which is an
exchange or swap of one real estate investment property for another, that in certain
circumstances allows capital gain taxes to be deferred. Next on this episode’s agenda is
a detailed outline of the Delaware Statutory Trust (DST). A DST is a real estate
investment vehicle that allows investors to reinvest the proceeds from the sale of a
property into a trust that holds a diversified portfolio of income-producing properties.
For the final part of this episode, the trio has an informative conversation regarding
investing in the Qualified Opportunity Zone Program. Jay describes the Opportunity
Zone incentive as an economic development tool that supports economic growth while
offering an investor the ability to defer taxes on eligible gains.

 

#RealEstateInvesting #1031Exchanges #DelawareStatutoryTrust #OpportunityZones #CapitalGains #TaxDeferredInvesting