Nov 15 2024 41 mins
Are you looking to maximize your real estate investments while minimizing tax liabilities? In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by Stephen Haskell, Vice President of 1031 Exchange Sales at RealtyMogul, to explore powerful strategies like 1031 exchanges, Delaware Statutory Trusts, and Qualified Opportunity Zones. Whether you’re an experienced investor or just getting started, this episode is packed with actionable insights to help you build wealth and diversify your portfolio.
In this episode, you will learn:
- The tax implications of property sales, and how a 1031 exchange helps
- How to prepare for a successful 1031 exchange, including strategies to meet the strict identification and closing deadlines.
- What a Delaware Statutory Trust is (DST), and how it can provide diversification and a hands-off investment option.
- How Qualified Opportunity Zones (QOZs) work and their benefits, including tax deferral for non-real estate assets and tax-free appreciation after 10 years.
- The latest trends in real estate investing, including a discussion on the use of technology to optimize investment decisions.
- And more!
Resources:
Episode Transcript & Blog | www.realtymogul.com | [email protected] | Bautis Financial: 8 Hillside Ave, Suite LL1 Montclair, New Jersey 07042 (862) 205-5000 | Schedule an Introductory Call