Podcasts about dsts

In this conversation, Dylan Silver interviews Raymond Johnson, a Texas attorney and real estate investor, about Delaware Statutory Trusts (DSTs). Ray explains the concept of DSTs, their advantages in real estate investment, including tax deferral and passive income, and how they can simplify estate planning. He also discusses the risks and considerations associated with investing in DSTs, emphasizing their conservative nature compared to other investment vehicles. Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true ‘white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a “mini-mastermind” with Mike and his private clients on an upcoming “Retreat”, either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas “Big H Ranch”? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

This Day in Legal History: Federal Housing AdministrationOn June 27, 1934, the Federal Housing Administration (FHA) was created through the National Housing Act, marking a major shift in the federal government's role in the housing market. The FHA was designed to address the housing crisis of the Great Depression, when foreclosures were rampant and private lenders were reluctant to issue long-term mortgages. By insuring loans made by private lenders, the FHA significantly reduced the risk of default, making it easier and more affordable for Americans to buy homes.The FHA introduced standardized, amortized 20- and 30-year mortgages—innovations that quickly became industry norms. These reforms expanded access to home financing for middle-class families and jump-started suburban development. However, the agency's early policies also entrenched racial segregation through redlining, where predominantly Black neighborhoods were systematically denied FHA-backed loans.While the FHA has since evolved and is now part of the Department of Housing and Urban Development (HUD), its legacy is a mix of increased homeownership and the deepening of racial disparities in wealth and housing. The legal framework it helped establish continues to shape U.S. housing policy today, making it a pivotal moment in both real estate law and civil rights history. Retired U.S. Supreme Court Justice Anthony Kennedy voiced alarm over the state of American political discourse during a recent international judicial forum, warning that the tone of current debates poses a threat to democracy and freedom. Speaking without directly referencing President Trump, Kennedy criticized the rise of identity politics and emphasized that civil discourse should be about issues, not partisan affiliations. He argued that judges are essential to a functioning democracy and must be protected—both physically and in terms of public respect.Other speakers, including South African jurist Richard Goldstone and U.S. District Judge Esther Salas, echoed Kennedy's concerns. Goldstone condemned personal attacks on judges who ruled against the current administration, while Salas highlighted the growing danger judges face, referencing her own experience with targeted violence and the record-high levels of threats now being reported in the U.S.The event underscored a growing consensus among jurists worldwide: that political attacks on the judiciary undermine democratic institutions and risk eroding the rule of law.Retired US Supreme Court Justice Kennedy warns 'freedom is at risk' | ReutersA federal judge has rejected a joint attempt by Ripple Labs and the U.S. Securities and Exchange Commission (SEC) to finalize a reduced settlement in their long-running legal battle over unregistered XRP token sales. U.S. District Judge Analisa Torres criticized both parties for proposing a $50 million fine in lieu of a previously imposed $125 million penalty and for attempting to nullify a permanent injunction she had ordered.Judge Torres ruled in 2023 that Ripple's public XRP sales weren't securities, but $728 million in sales to institutional investors violated federal securities laws. While both sides appealed, they later proposed to settle—if the court would cancel the injunction and approve the reduced fine. Torres refused, stating they lacked authority to override a court's final judgment involving a violation of congressional statute.She emphasized that exceptional circumstances justifying the request were not present and that vacating a permanent injunction would undermine the public interest and the administration of justice. The SEC and Ripple still have the option to continue their appeals or drop them entirely.The case is notable amid a broader shift under President Trump's second term, during which the SEC has dropped several high-profile crypto enforcement actions. XRP remains one of the top cryptocurrencies by market value.SEC, Ripple wants to settle crypto lawsuit, but US judge rebuffs them | ReutersThe Supreme Court allowed the Trump administration to move forward with its plan to end automatic birthright citizenship by narrowing the scope of judicial injunctions. Previously, lower courts had issued nationwide injunctions blocking the policy, but the Court ruled these injunctions should apply only to the parties involved in the lawsuits. This means that the policy can now proceed in most states, except those like New Hampshire where separate legal challenges remain in effect. The Court's decision followed ideological lines, with the conservative majority backing the administration and liberal justices dissenting. Justice Amy Coney Barrett, writing for the majority, emphasized that courts must not overreach their authority even when they find executive actions unlawful. In contrast, Justice Ketanji Brown Jackson warned the ruling could erode the rule of law by allowing inconsistent application of federal policy across states.The ruling does not address the constitutionality of ending birthright citizenship, leaving that question open for future litigation. The Trump administration's executive order, issued on January 20, 2025, reinterprets the 14th Amendment's Citizenship Clause to exclude children born in the U.S. to non-citizen or non-resident parents. This reinterpretation challenges the longstanding understanding established by the 1898 Supreme Court case United States v. Wong Kim Ark, which confirmed that nearly all individuals born on U.S. soil are citizens. The administration has argued that judges lack the authority to impose broad injunctions and that states challenging the policy lack standing. While the policy remains blocked in certain jurisdictions, the administration can now continue planning for its implementation and potentially face a patchwork of future legal challenges.Supreme Court curbs injunctions that blocked Trump's birthright citizenship planIn a piece I wrote for Forbes yesterday, the Trump administration briefly floated Section 899, a provision dubbed the “revenge tax,” as a retaliatory measure against countries imposing taxes deemed discriminatory toward U.S. companies—particularly tech giants. This measure, hidden within the broader One Big Beautiful Bill Act, proposed punitive tax increases on income earned in the U.S. by individuals and entities linked to “discriminatory foreign countries.” The policy was a response to international developments like the OECD's Pillar 2 framework and digital services taxes (DSTs), which the U.S. perceived as disproportionately targeting American firms.Section 899 would have enabled the Treasury to impose annual 5% tax hikes on everything from dividends to real estate gains, even overriding exemptions for sovereign wealth funds. What made the provision particularly aggressive was its vague triggering criteria—any foreign tax Treasury considered “unfair” could activate the penalties, without congressional oversight.Despite its bold intent, Section 899 was ultimately abandoned. It generated concern among investors and foreign governments alike, with critics warning it would destabilize capital markets and act as an unofficial sanctions regime. Treasury Secretary Scott Bessent eventually signaled its withdrawal, citing improved diplomatic relations. Though shelved for now, the idea may resurface if international tax disputes escalate.Section 899—The ‘Revenge Tax' That Didn't SurviveA double dose of me this week, another piece I wrote for Forbes:The Pro Codes Act, currently before Congress as H.R.4072, poses a serious threat to public access to the law by allowing private organizations to retain copyright over technical standards—even after those standards are incorporated by reference into statutes and regulations. Although pitched as a transparency measure, the bill effectively transforms enforceable legal obligations into intellectual property governed by restrictive licenses and online viewer limitations.The Act would require standards to be “publicly accessible,” but this access might mean only being able to view documents behind login walls, with no ability to download, search, or integrate them into legal or compliance tools. This is particularly troubling in areas like tax law, where these standards often form the basis for determining eligibility for deductions or credits.By commodifying access to legal standards, the Pro Codes Act would introduce a two-tiered system: well-resourced firms could pay for commercial access, while small legal clinics, nonprofits, and individuals could find themselves effectively barred from the rules they're legally obligated to follow. The result is an unequal legal landscape where justice becomes contingent on financial capacity.The bill directly undermines a key legal principle reaffirmed by the Supreme Court in 2020: laws and materials carrying the force of law cannot be copyrighted. Permitting private entities to control access to mandatory standards shifts power away from the public and toward entities seeking to monetize compliance.Pro Codes Act—Or, What If The Law Came Behind A Paywall?This week's closing theme is Variations sérieuses, Op. 54 by Felix Mendelssohn—a composer whose elegance, intellect, and structural precision made him one of the early Romantic era's brightest voices. Born into a wealthy, culturally vibrant German-Jewish family in 1809, Mendelssohn was a child prodigy whose musical maturity arrived astonishingly early. He played a pivotal role in reviving J.S. Bach's legacy and was admired for his orchestral works, choral music, and virtuosic piano writing.Composed in 1841, the Variations sérieuses reflect a side of Mendelssohn that is often overshadowed by his lighter, more lyrical pieces. Written as a contribution to a fundraising album for a monument to Beethoven, the work pays tribute to that master's weight and depth. In this set of 17 variations on a solemn original theme, Mendelssohn channels both Classical form and Romantic intensity. The variations begin introspectively but grow in technical difficulty and emotional force, culminating in a stormy, almost defiant finale.Unlike many variation sets of the time, which favored decorative flourishes, Mendelssohn's sérieuses live up to their name: they are dense, architecturally rigorous, and deeply expressive. The piece showcases his command of counterpoint, his sensitivity to dynamic contrasts, and his ability to build drama without sacrificing formal clarity. It's music that demands both interpretive depth and virtuosity—qualities that have kept it central to the serious piano repertoire for over 180 years. Mendelssohn once described music as a language too precise for words, and this piece speaks volumes in that tongue. It is a fitting and focused way to close the week.Without further ado, Variations sérieuses, Op. 54 by Felix Mendelssohn – enjoy! This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.minimumcomp.com/subscribe

Contact your hosts: https://taplink.cc/morelandequitycapitalWelcome to Get Diversified, where host Jacqueline Landry brings you expert insights to help you grow and protect your real estate wealth. In this episode, Jacqueline is joined by Ben Carmona to discuss Delaware Statutory Trusts (DSTs) and how they offer a passive, tax-deferred alternative for real estate investors using the 1031 exchange.Ben shares how DSTs can simplify portfolio management, reduce tax burdens, and provide stable income—especially for investors looking to step back from hands-on property ownership. They also explore the role of alternative assets in building a truly diversified portfolio.Tune in to learn how to protect your gains, plan for the future, and invest smarter.

Doug McHoney (PwC's International Tax Services Global Leader) is joined by Pat Brown, an International Tax Partner and Co-Leader of PwC's Washington National Tax Services practice. Pat previously served as the US Treasury's Deputy International Tax Counsel and has been a frequent guest on the podcast. Doug and Pat discuss the legislative and international tax implications of the 'One Big Beautiful Bill', including its procedural path through US Congress under budget reconciliation, and its implications for both domestic and cross-border taxpayers. They explore the bill's temporary business provisions, including TCJA 'orphan' fixes, and the evolving treatment of research expenses, bonus depreciation, and interest deductions. A major focus is Section 899—dubbed the 'super BEAT'—which targets foreign digital services taxes (DSTs), diverted profits taxes (DPTs), and Pillar Two's undertaxed profits rule (UTPR) with steep retaliatory measures. They also analyze the international negotiations around UTPR exemptions, the impact on treaty obligations, and the ongoing debate over treatment of US tax credits—particularly the R&D credit—under global minimum tax rules. 

Contact your hosts: https://taplink.cc/morelandequitycapitalWelcome to Get Diversified with your host Jacqueline Landry. In this episode, Jacqueline welcomes Ben Carmona, Managing Partner at Perch Wealth, to unpack the power of 1031 exchanges and why they remain one of the most effective tools for real estate investors.Ben breaks down how to defer taxes, navigate tight IRS timelines, and structure deals that protect generational wealth — all while comparing multifamily assets to DSTs and other alternative strategies.If you're looking to maximize returns and build a truly diversified portfolio, this episode delivers the expert guidance you need.

The second Trump administration has made numerous announcements on trade and tariffs, but US tax policy is increasingly woven into the discussion on international trade. This includes the possibility of retaliatory US action against “discriminatory or extraterritorial taxes” imposed by other countries. The US House Budget Reconciliation Bill, officially titled the “One Big Beautiful Bill Act", was recently passed by the House of Representatives and includes retaliatory US tax measures in response to “unfair foreign taxes” - with digital services taxes (DSTs) and the undertaxed profits rule (UTPR) of the Pillar 2 global minimum tax regime expressly identified as falling in this category. In our latest podcast US tax expert Claude Stansbury, UK tax expert Emily Szasz and international trade expert Lorand Bartels join Josh Critchlow to discuss the latest on this intersection of US tax and trade policy, including: details of the measures in new proposed section 899 of the US tax code (including increased withholding tax rates), the impact the measures could have on multinational groups with US operations, the interaction of section 899 with double tax treaties, and when these measures could take effect; a deeper dive into the taxes considered to be "unfair foreign taxes" and which countries may be in-scope of proposed section 899; previous use of US trade measures in response to tax rules imposed by other countries and how the proposed retaliatory tax measures fit into the rapidly evolving international trade landscape; and possible next steps, including: what actions may be taken at an OECD/EU level to address US concerns in respect of the identified "unfair" taxes; and whether proposed section 899 could itself be subject to challenge under trade laws. Note: this podcast was recorded on 30 May 2025 and does not cover developments after this date.

In this Fund Friday episode, Craig McGrouther interviews Dasha Beardsley, Director of Investor Relations at Lone Star Capital and now author of Maximizing Wealth through Syndicated 1031 Exchanges. They dive into how passive investors can use 1031 exchanges to defer taxes, scale into larger deals, and preserve wealth across generations.Dasha shares why many experienced real estate investors still don't know they can 1031 into syndications — and how Lone Star's structure makes this accessible and efficient. They also highlight key differences between syndicated exchanges and DSTs, the legal process behind a successful exchange, and what sets Lone Star apart as a long-term partner for rolling equity.Plus, hear how this year's LSC Summit is evolving to provide an even more curated, high-value networking experience for serious investors and sponsors alike.Check it out now at Maximizing1031.com to learn more.Learn more about Lone Star Capital at www.lscre.com.Apply to attend the LSC Summit 2025: www.lscsummit.com Get a FREE copy of the Passive Investor Guide:https://www.lscre.com/content/passive-investor-guide Subscribe to our newsletter and receive our FREE underwriting model package:https://www.lscre.com/resource/fof-underwriting-toolkit Follow Rob Beardsley:https://www.linkedin.com/in/rob-beardsley/Read Rob's articles:https://www.lscre.com/blog

On this episode of the Passive Income Playbook, Pascal Wagner interviews Michael O'Shea, Head of Private Wealth at Origin Investments. Michael shares how his firm has built a $3.3B portfolio offering institutional-quality investments to high-net-worth individuals, particularly through tax-advantaged vehicles like DSTs and Opportunity Zone funds. The episode dives deep into the mechanics, benefits, and misconceptions around both strategies—highlighting when each is appropriate, how they support estate planning, and their roles in diversifying and deferring or eliminating taxes. Michael also addresses regulatory expectations and why Origin's vertically integrated model gives investors access to highly curated, risk-managed real estate opportunities. Michael O'Shea Current Role: Head of Private Wealth, Origin Investments Based in: Chicago, IL Say hi to them at: origininvestments.com → Book a call via team page Get a 4-week trial, free postage, and a digital scale at ⁠https://www.stamps.com/cre⁠. Thanks to Stamps.com for sponsoring the show! Post your job for free at https://www.linkedin.com/BRE. Terms and conditions apply. Try Huel with 15% OFF + Free Gift for New Customers today using my code bestever at https://huel.com/bestever. Fuel your best performance with Huel today! Join the Best Ever Community  The Best Ever Community is live and growing - and we want serious commercial real estate investors like you inside. It's free to join, but you must apply and meet the criteria.  Connect with top operators, LPs, GPs, and more, get real insights, and be part of a curated network built to help you grow. Apply now at ⁠www.bestevercommunity.com⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode of Zen and the Art of Real Estate Investing, Jonathan welcomes Ben Carmona, Managing Partner at Perch Wealth, to break down the mechanics and opportunities of the 1031 exchange. With over two decades of experience, Ben clarifies a complex process that can intimidate even seasoned investors. He shares how real estate owners, especially those nearing retirement, can defer taxes, move into passive income streams, and preserve wealth through tools like the Delaware Statutory Trust (DST). Jonathan and Ben cover everything from early planning to misconceptions about like-kind exchanges. They also explore how investors can use 1031s to scale smarter, reduce active management headaches, and take advantage of private equity-style syndications. Whether you're a baby boomer ready to slow down or a younger investor exploring long-term tax strategy, this episode will help you see 1031s and DSTs in a whole new light. In this episode, you will hear: What a 1031 exchange is and how it helps defer taxes How Delaware Statutory Trusts (DSTs) enable passive investing with 1031 proceeds The importance of early planning and working with real estate-focused advisors How to avoid common mistakes like mishandling funds or missing deadlines Why syndications and diversification matter for today's investors Follow and Review: We'd love for you to follow us if you haven't yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We'd love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast. Supporting Resources: Perch Wealth website - www.perchwealth.com Perch Wealth on Youtube - www.youtube.com/@perchwealth Find Perch Wealth on Facebook - www.facebook.com/perchwealth Perch Wealth's Instagram - www.instagram.com/perchwealth Connect with Perch Wealth on Linkedin - www.linkedin.com/company/perch-wealth Perch Wealth on X - x.com/perchwealth Website - www.streamlined.properties YouTube - www.youtube.com/c/JonathanGreeneRE/videos Instagram - www.instagram.com/trustgreene Instagram - www.instagram.com/streamlinedproperties TikTok - www.tiktok.com/@trustgreene Zillow - www.zillow.com/profile/StreamlinedReal Bigger Pockets - www.biggerpockets.com/users/TrustGreene Facebook - www.facebook.com/streamlinedproperties Email - info@streamlined.properties Episode Credits If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at https://emeraldcitypro.com Let them know we sent you.

Ehud is a managing partner at Perch Wealth, an investment and advisory firm that specializes in alternative investments, 1031 exchanges and Delaware statutory trusts. While he no longer practices law, Ehud is still a licensed California attorney. He is also a licensed California real estate broker. For more than a decade, Ehud owned and operated a highly successful law firm in San Diego, focusing on real estate and consumer rights. Ehudholds a Bachelor of Arts degree in political science as well as a law degree from University of Auckland in new Zealand. He additionally holds a series 3, 7, 66, and 63 registrations. Connect with Ehud: https://perchwealth.com/team-members/, Call: 858.201.7659 Highlights: 1:28 - Ehud's Start from Law to Real Estate 4:56 - Delaware Statutory Trust Explained (hold assets) 8:28 - Reason for DSTs popularity 15:10 - DSTs Life Cycle 19:43 - Important Questions for Newbies   Quote: "The one thing you want to look at with DSTs is their track record..."    Recommended Resources: Accredited Investors, you're invited to Join the Cashflow Investor Club to learn how you can partner with Kevin Bupp on current and upcoming opportunities to create passive cash flow and build wealth. Join the Club! If you're a high net worth investor with capital to deploy in the next 12 months and you want to build passive income and wealth with a trusted partner, go to InvestWithKB.com for opportunities to invest in real estate projects alongside Kevin and his team.  Looking for the ultimate guide to passive investing? Grab a copy of my latest book, The Cash Flow Investor at KevinBupp.com.  Tap into a wealth of free information on Commercial Real Estate Investing by listening to past podcast episodes at KevinBupp.com/Podcast.

The last couple of weeks, we've been deep in the world of buying businesses. But what happens when it's time to cash out? Maybe you're ready to sell your business, that investment property you've managed for years, or another major asset you've poured your energy into. If you're like most people, the thrill of a big sale is quickly followed by a less-exciting thought: “Wait, how much am I going to owe in taxes?” It's the classic one-two punch—first the celebration, then the sinking feeling as you picture Uncle Sam's hand reaching for a chunk of your hard-earned gains. But here's the good news: you actually have options. Real, legal, IRS-approved options. And the right strategy can mean the difference between watching your profits shrink and putting your money to work for you—sometimes for years to come. Of course, things get a little trickier if you have a mortgage or other debt on the property, but don't worry—we'll break that down too. Let's start with one of the oldest tricks in the book: the 1031 Exchange. If you own investment real estate, you've probably heard about this one. The idea is simple: sell your property, buy another “like-kind” property, and—if you follow the rules—kick that tax bill down the road. But here's the twist: if you've got a mortgage, you'll need to replace that debt with equal or greater debt on your next property, or pony up the difference in cash. Otherwise, the IRS will want a piece of the action right away. So yes, leverage matters! Now, maybe you're tired of being a landlord but still want those tax perks. Enter the Delaware Statutory Trust, or DST. This is essentially 1031 exchanging into a syndication that is designed for this type of thing. You sell your property and, instead of buying another one yourself, you buy a slice of a big, professionally managed property—like an apartment complex or shopping center. DSTs often come with their own loans, so you can match your old mortgage and keep the tax deferral going. The upside? No more midnight calls about leaky faucets. The downside? You're trusting someone else to run the show and they need to be good at it (just like any syndication operator). And, there are some rules and restrictions that can affect your returns negatively. But what if you're selling a business? That's where Employee Stock Ownership Plans, or ESOPs, come in. Imagine selling your company to the people who helped you build it—your employees—and deferring a big chunk of your capital gains tax in the process. It's a win-win, but if your business has debt, things can get complicated fast. This is definitely a strategy where you'll want a seasoned advisor in your corner. Now, let's talk about installment sales and structured sales. In this scenario, instead of getting paid all at once for your asset, you spread out the payments—and the taxes—over several years. Structured sales even bring in a third party to guarantee those payments, adding an extra layer of security. But—and this is a big but—if you have a mortgage, the IRS treats the amount the buyer pays off as if you got that money in cash on day one. So, you'll pay taxes on that portion right away. For example, if you sell for $1 million but owe $600,000, you can only defer taxes on the $400,000 you actually receive over time. The more debt you have, the less you can defer. And finally, we have the Deferred Sales Trust—the topic of this week's Wealth Formula Episode. Think of this as the “supercharged” version of a structured sale. Instead of waiting on the buyer for payments, you transfer your asset to a trust, which sells it and invests the proceeds. You get to choose how and when you receive your money, and the trust can invest in all kinds of assets while your taxes stay deferred. It's flexible, it's powerful, and it gives you the chance to grow your money while you wait. Which of these strategies is right for your situation depends on your goals, your assets,

In this episode we answer emails from Marco Esquandolas and Multi-Family Investor.  We discuss a long-term diversified Roth portfolio for a 13-year old, modelling Delaware Statutory Trusts in a portfolio, transitioning out of an all S&P 500 allocation in a taxable account, PFIX, Sabine Royalty Trust and individual stocks in retirement portfolios, and M1 Finance.Note/Correction:  Sabine is actually NOT structured like an MLP but as a true trust and therefore issues 1099s, not K-1s like most companies in the oil & gas royalty space.Links:Shannon's Demon Article:  Unexpected Returns: Shannon's Demon & the Rebalancing Bonus – Portfolio ChartsIDMO vs EFG (and other international growth funds) Analysis:  testfol.io/analysis?s=4PEQ1YvTbAMBreathless Unedited AI-Bot Summary:Dive into the world of strategic portfolio building with this illuminating episode where Frank tackles questions from two distinct investors at opposite ends of the age spectrum. A father shares his 13-year-old son's Shannon's Demon-inspired portfolio that's being built for an ultra-long 50+ year time horizon, featuring a balanced approach to growth and value across both domestic and international markets. Frank offers targeted advice on fund selection while celebrating this young investor's precocious financial journey.The conversation shifts dramatically when an engineer earning $250,000-300,000 annually shares his detailed retirement strategy with hopes of financial independence before 50. With $3.4 million spread across multiple investment vehicles including real estate, this listener puzzles over how to transition to a risk parity portfolio without triggering a substantial tax bill. Frank methodically dissects several aspects of this complex situation, questioning the wisdom of backdoor Roth conversions during peak earning years and clarifying misconceptions about Delaware Statutory Trusts as bond substitutes.What makes this episode particularly valuable is Frank's blend of technical advice and practical wisdom. He cuts through complex tax and investment strategies to offer straightforward solutions - identifying tax-loss harvesting opportunities, rethinking account structures, and focusing on expenses rather than arbitrary portfolio targets. The discussion extends to specialized investments like royalty trusts and interest rate hedges, providing listeners with a masterclass in portfolio construction that balances theoretical ideals with real-world constraints.Whether you're managing investments for the next generation or planning your own early retirement, this episode delivers actionable insights on building resilient, tax-efficient portfolios tailored to your unique circumstances. The principles shared apply across market conditions and investment goals, making this essential listening for any DIY investor seeking to optimize their financial future.Support the show

Send us a textIn this episode of The Real Estate Vibe Show, host Vinki Loomba sits down with Benjamin "Ben" Carmona, a seasoned expert in 1031 exchanges, DSTs, and alternative real estate investment strategies. With over 20 years of experience, Ben explains the ins and outs of these powerful tools that allow real estate investors to defer taxes, reduce liabilities, and build wealth for future generations—all while avoiding active management.Key Takeaways:1. 1031 Exchanges Explained: A powerful tool that allows investors to defer capital gains taxes by reinvesting proceeds into new real estate. This strategy can be continued indefinitely until death, when taxes are ultimately forgiven.2. How 1031 Exchanges Help Build Long-Term Wealth: By deferring taxes and reinvesting equity, investors can grow their portfolios exponentially, creating sustainable wealth while avoiding hefty tax bills.3. DSTs for Diversification: DSTs allow for fractional ownership in large-scale real estate investments, enabling smaller investors to diversify their portfolios across multiple properties without the burden of active management.4. Pitfalls to Avoid in 1031 Exchanges: Timeliness and understanding the rules are critical—make sure to work with professionals who specialize in these strategies to avoid costly mistakes.

This week on the Team Lally Real Estate Radio Show, we interview Kyle Shimoda of INPAC Wealth Solutions. Kyle sheds light on Delaware Statutory Trusts (DSTs) and their role in real estate investing. He explains who qualifies for a DST, what types of assets can be included, and how DSTs compare to traditional real estate ownership. Adrienne also shares her personal experience with DSTs, highlighting their benefits for investors looking to diversify or complete a 1031 exchange. Kyle covers the differences between a traditional IRA and a Roth IRA for retirement planning, as well as the decision-making process that helps investors make informed financial choices.We also have our Experts We Trust. Duke Kimhan from Hawaii Pacific Property Management provides an update on Bill 7, a law aimed at creating more affordable housing. He discusses the impact of Bill 7 projects, the process of making properties turnkey, and offers advice for property owners navigating these changes. Meanwhile, Bradley Maruyama from Allstate Insurance breaks down key aspects of insurance coverage, including building code protections, rent loss insurance, hurricane coverage for rentals, and how to navigate the claims process.Who is Kyle Shimoda?Kyle was born on Oahu and grew up on Kauai. He graduated from Kauai High, studied Marketing and Finance at the University of Hawaii, earned a Culinary Arts certificate from Kapiolani Community College. In 1999, he moved back to Oahu to build his career in finance. As a a Wealth Advisor at INPAC Wealth Solutions, he is dedicated to helping clients reach financial goals and values the supportive culture at INPAC. He loves traveling and exploring cuisines with his family.INPAC Wealth Solutions is a client-focused financial planning firm serving individuals, families, and businesses across the Pacific. They provide tailored wealth management solutions for every stage of life, ensuring financial strategies align with personal goals. With offices in Honolulu, Hilo, Lihue, Wailuku, and Pittsburgh, they are committed to helping clients achieve financial freedom under their motto: "Your Life is Our Commitment – That's the INPAC Way."To reach Kyle Shimoda, you may contact him in the following ways:Phone: (808) 784-4092Email: kyle@inpacwealth.comWebsite: InpacWealth.com

This week on the Team Lally Real Estate Radio Show, we interview Kyle Shimoda of INPAC Wealth Solutions. Kyle sheds light on Delaware Statutory Trusts (DSTs) and their role in real estate investing. He explains who qualifies for a DST, what types of assets can be included, and how DSTs compare to traditional real estate ownership. Adrienne also shares her personal experience with DSTs, highlighting their benefits for investors looking to diversify or complete a 1031 exchange. Kyle covers the differences between a traditional IRA and a Roth IRA for retirement planning, as well as the decision-making process that helps investors make informed financial choices.We also have our Experts We Trust. Duke Kimhan from Hawaii Pacific Property Management provides an update on Bill 7, a law aimed at creating more affordable housing. He discusses the impact of Bill 7 projects, the process of making properties turnkey, and offers advice for property owners navigating these changes. Meanwhile, Bradley Maruyama from Allstate Insurance breaks down key aspects of insurance coverage, including building code protections, rent loss insurance, hurricane coverage for rentals, and how to navigate the claims process.Who is Kyle Shimoda?Kyle was born on Oahu and grew up on Kauai. He graduated from Kauai High, studied Marketing and Finance at the University of Hawaii, earned a Culinary Arts certificate from Kapiolani Community College. In 1999, he moved back to Oahu to build his career in finance. As a a Wealth Advisor at INPAC Wealth Solutions, he is dedicated to helping clients reach financial goals and values the supportive culture at INPAC. He loves traveling and exploring cuisines with his family.INPAC Wealth Solutions is a client-focused financial planning firm serving individuals, families, and businesses across the Pacific. They provide tailored wealth management solutions for every stage of life, ensuring financial strategies align with personal goals. With offices in Honolulu, Hilo, Lihue, Wailuku, and Pittsburgh, they are committed to helping clients achieve financial freedom under their motto: "Your Life is Our Commitment – That's the INPAC Way."To reach Kyle Shimoda, you may contact him in the following ways:Phone: (808) 784-4092Email: kyle@inpacwealth.comWebsite: InpacWealth.com

Depois do Chocolate do Dubai, chega agora o episódio do Dubai! Falamos da mais recente pandemia dos produtos de pistachio, do roubo da Notable e DSTs. Sempre assuntos muito diversificados. É mais um episódio do Cacofonia! __________ REDES Instagram do Chico http://instagram.com/franciscocorreia Instagram do Paiva http://instagram.com/josepaiva7 Instagram Cacofonia http://instagram.com/cacofoniapod Spotify http://open.spotify.com/show/1QT364Z2gN1PW4h5zIwi2R iTunes http://podcasts.apple.com/pt/podcast/caco…ia/id1471011102 SoundCloud http://on.soundcloud.com/AbvBH MAIL movimentocacofonia@gmail.com #cacofonia #podcast #chocolatedodubai

Mastering 1031 Exchanges and Real Estate Investments with Benjamin Carmona of Perch WealthIn this episode of Multi Family AP 360, we sit down with Benjamin Carmona from Perch Wealth, a seasoned expert in 1031 Exchanges and innovative real estate investment strategies. With over 20 years of experience, Ben shares insights on 1031 Exchanges, Delaware Statutory Trusts (DSTs), and alternative investment options. Learn about the biggest misconceptions of 1031 Exchanges, the best structures for maximizing financial goals, and the advantages of DSTs. Ben also delves into his personal journey, current investment strategies, and tips for success in today's market. Tune in for a comprehensive guide to optimizing your real estate investments. Support the showFollow Rama on socials!LinkedIn | Meta | Twitter | Instagram|YoutubeConnect to Rama Krishnahttps://calendly.com/rama-krishna/ E-mail: info@ushacapital.comWebsite: www.ushacapital.comRegister for Multifamily AP360 - 2025 virtual conference - https://mfap360.com/To find out more about partnering or investing in a multifamily deal: email: info@ushacapital.com

This Day in Legal History: 22nd Amendment to the US Constitution On February 27, 1951, the 22nd Amendment to the U.S. Constitution was ratified, formally limiting the president to two terms in office. This amendment was a direct response to Franklin D. Roosevelt's unprecedented four-term presidency, which spanned the Great Depression and World War II. Before Roosevelt, no president had served more than two terms, following the precedent set by George Washington. However, there was no constitutional restriction preventing a president from seeking additional terms.  Roosevelt's long tenure raised concerns about excessive executive power and the potential for an elected leader to hold office indefinitely. After his death in 1945, Congress moved to ensure that no future president could serve more than two terms. The amendment was passed by Congress in 1947 and ratified by the required number of states in 1951. It states that no person may be elected president more than twice or serve more than ten years in cases where a vice president assumes the role due to a predecessor's death or resignation.  Since its ratification, the 22nd Amendment has shaped U.S. presidential politics, preventing any leader from holding office for more than eight years. Some have argued that it protects democracy by preventing the concentration of power, while others believe it limits voter choice. Despite occasional calls for repeal, the amendment remains in effect, reinforcing the principle of regular transitions of power.A federal court is scrutinizing the role of Elon Musk and the Department of Government Efficiency (DGE) in cutting U.S. government spending, raising questions about transparency and legality. At a hearing, Judge Colleen Kollar-Kotelly repeatedly pressed a Justice Department lawyer on Musk's authority but received vague answers. Multiple lawsuits argue that DGE, which operates with secrecy, wields power beyond what is constitutionally allowed for agencies that require congressional approval or Senate confirmation.Despite Musk's public claims of leadership, the White House insists he is not an official DGE employee. Courts have been divided on the issue, with some judges refusing to block DGE's actions due to a lack of clear evidence of immediate harm. However, Judge Jeannette Vargas temporarily restricted DGE's access to Treasury Department systems over concerns about unauthorized data access.The Trump administration's shifting characterizations of DGE—sometimes calling it an agency, other times not—have further complicated legal battles. One judge described it as a “Goldilocks entity,” molded to fit legal needs. While some courts are hesitant to act without stronger evidence, ongoing lawsuits seek to bring DGE's operations into clearer legal scrutiny.'Where is Mr. Musk in all of this?' Judges question secrecy of DOGE's activities | ReutersThe U.S. Supreme Court heard arguments in a case brought by Marlean Ames, a heterosexual woman who claims she was denied a promotion and later demoted due to her sexual orientation. Ames alleges that in 2019, her gay supervisor promoted a less qualified gay woman and replaced her with a gay man. The case challenges a legal standard that requires plaintiffs from majority groups—such as white or heterosexual individuals—to provide extra evidence of workplace discrimination under Title VII of the Civil Rights Act of 1964.  Ames' lawyer argued that Title VII protects all individuals from discrimination, not just historically marginalized groups. The state of Ohio, her former employer, countered that Ames had not proven bias, noting that decision-makers may not have even known her sexual orientation. Some justices expressed concern that ruling for Ames could flood the courts with discrimination claims. Others questioned whether the heightened standard for majority-group plaintiffs improperly excludes valid cases.  The case comes amid increasing lawsuits from white and straight workers alleging "reverse discrimination," as well as political pushback against diversity and inclusion programs. A ruling in Ames' favor could make it easier for majority-group plaintiffs to challenge employment decisions, potentially reshaping workplace discrimination law.US Supreme Court hears straight woman's 'reverse' discrimination case | ReutersPresident Donald Trump's decision to designate Latin American drug cartels as terrorist organizations introduces new legal risks for U.S. businesses and migrants. The February 19 designation applies to groups like the Sinaloa Cartel and Tren de Aragua, allowing the Justice Department to prosecute cartel leaders for terrorism. However, legal experts warn that U.S. and foreign companies operating in cartel-controlled regions could also face prosecution if they make payments to these organizations, which could be considered material support for terrorism.  This concern is not hypothetical—similar cases have occurred before. In 2022, French cement company Lafarge pleaded guilty and paid $778 million in fines for making payments to terrorist-designated groups in Syria to keep its operations running. Given Mexico's status as the U.S.'s largest trading partner, businesses must reassess their dealings in high-risk areas.  Beyond corporate liability, migrants who pay cartels for border crossings or send money to cartel-influenced regions could also be prosecuted. Additionally, drug-related offenses linked to designated cartels could carry harsher penalties, including a 20-year mandatory minimum sentence for narcoterrorism—double the usual drug trafficking penalty. The designation thus has sweeping implications for both corporate compliance and immigration enforcement.Trump's terrorist label for cartels raises prosecution risks for companies | ReutersIn a piece I wrote for Forbes, I review the latest misguided foray into tech policy from the Trump administration. The White House has issued a memorandum condemning foreign digital services taxes (DSTs), arguing that they unfairly target American tech companies. The memo warns that unless these taxes are repealed, retaliatory tariffs will be imposed. However, this stance appears to protect Big Tech rather than uphold economic fairness, as these taxes exist to counter profit-shifting tactics that allow tech giants to avoid local taxation. The U.S. frequently applies its own extraterritorial laws, such as the Foreign Corrupt Practices Act and the CLOUD Act, yet objects when other countries enforce similar policies on American firms.The memorandum frames the issue as an attack on U.S. businesses, but every country has the right to tax corporations operating within its borders. DSTs primarily ensure that companies pay taxes where they generate revenue rather than in low-tax havens. The U.S. position ignores the broader global tax landscape and the rationale behind these policies, opting instead to shield Silicon Valley from accountability.If the U.S. enacts tariffs in response, it could trigger a trade war that harms American farmers, manufacturers, and consumers while preserving Big Tech's profits. The memorandum's real purpose seems to be maintaining an uneven playing field where American firms operate abroad without the same obligations as local businesses.Big Tech Protection: U.S. Picks A Trade Fight To Defend Tech Firms This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.minimumcomp.com/subscribe

Zombie DST section 301 investigations! President Trump calls for a renewed look at DSTs for several countries. Listen for more on Two Minutes in Trade. 

William “Bill” L. Exeter is a highly respected expert in the financial services industry with over 40 years of experience, specializing in real estate tax strategies, including 1031 Exchanges, Self-Directed IRAs, and Title Holding Trusts. As the CEO, Chief Trust Officer, CFO, and Treasurer of The Exeter Group of Companies, Bill oversees operations for Exeter 1031 Exchange Services, LLC, Exeter Trust Company, and Exeter Asset Services Corporation.A pioneer in the 1031 Exchange industry, Bill has administered over 125,000 transactions and is a founding member of the Federation of Exchange Accommodators. He is a sought-after speaker, educator, and expert witness, sharing his knowledge on investment strategies and alternative assets through seminars, podcasts, and media appearances.Bill holds a Bachelor of Science degree in Accounting from California State University, Los Angeles, and the Certified Securities Operations Professional (CSOP) designation from the Cannon Financial Institute. He is based in San Diego, California.In this episode:Meet Bill Exeter: CEO of Exeter 1031 Exchange Services and industry expert.1031 Exchanges Explained: Their history, purpose, and tax-deferral benefits for real estate investors.Why choosing a regulated expert is critical.Qualified use, intent to hold, and compliance essentials. Importance of consultation and strategic preparation.Eligible Property Types: What qualifies for a like-kind exchange, including DSTs.Reinvestment Requirements: Meeting deadlines, partial exchanges, and avoiding pitfalls. Steps for identifying replacement properties.The Norris Group originates and services loans in California and Florida under California DRE License 01219911, Florida Mortgage Lender License 1577, and NMLS License 1623669.  For more information on hard money lending, go www.thenorrisgroup.com and click the Hard Money tab.Video LinkRadio Show

Doug McHoney (PwC's International Tax Services Global Leader) is joined by Will Morris, PwC's Global Tax Policy Leader and former Director of Global Tax Policy at General Electric to look ahead to potential global tax policy changes. Will enlightens Doug about the confluence of tax and tariffs, digital services taxes (DSTs), the importance of communicating with the C-suite, the fate of Pillar Two, how the undertaxed profits rule (UTPR) could change, the role of the UN and global tax, and the potential for a US legislation as a reaction to DSTs and the UTPR. 

It's Week 18 so of course we have to start with some Fantasy celebrations! We hope you're celebrating too. Then we'll talk about which teams might be sitting their starters this week (8:40). Can you trust your Steelers, Packers, Texans, etc.? ... News and notes (16:00) and our top waiver wire quarterbacks (18:50), running backs (28:00), wide receivers (35:40), tight ends (46:00), DSTs (48:30) and Kickers. We discuss Josh Dobbs, the Colts QBs, Ray Davis, Khalil Herbert, the Cardinals RBs, Chris Olave, Olamide Zaccheaus, Chig Okonkwo and more ... Who are our early top 3 players for 2025 (50:00)? Is Saquon Barkley an easy call? Which WRs could sneak into the discussion? And we finish with a game called "Who Has More?" (57:30) ... Email us at fantasyfootball@cbsi.com Fantasy Football Today is available for free on the Audacy app as well as Apple Podcasts, Spotify and wherever else you listen to podcasts Please VOTE for Fantasy Football Today in the Sports Podcast Awards in the "Best Fantasy Betting and Gaming Podcast" category: https://bit.ly/3Zxw3uS Watch FFT on YouTube https://www.youtube.com/fantasyfootballtoday Shop our store: shop.cbssports.com/fantasy  SUBSCRIBE to FFT Express on Apple: https://podcasts.apple.com/us/podcast/fantasy-football-today-express/id1528634304 Follow FFT Express on Spotify: https://open.spotify.com/show/6qyGWfETSBFaciPrtvoWCC?si=6529cbee20634da8 SUBSCRIBE to FFT Dynasty on Apple: https://podcasts.apple.com/us/podcast/fantasy-football-today-dynasty/id1696679179 FOLLOW FFT Dynasty on Spotify: https://open.spotify.com/show/2aHlmMJw1m8FareKybdNfG?si=8487e2f9611b4438&nd=1 SUBSCRIBE to FFT DFS on Apple: https://podcasts.apple.com/us/podcast/fantasy-football-today-dfs/id1579415837 FOLLOW FFT DFS on Spotify: https://open.spotify.com/show/5zU7pBvGK3KPhfb69Q1hNr?si=1c5030a3b1a64be2 Follow our FFT team on Twitter: @FFToday, @AdamAizer, @JameyEisenberg, @daverichard, @heathcummingssr Follow the brand new FFT TikTok account: https://www.tiktok.com/@fftoday Join our Facebook group https://www.facebook.com/groups/FantasyFootballToday/ Sign up for the FFT newsletter https://www.cbssports.com/newsletter You can listen to Fantasy Football Today on your smart speakers! Simply say "Alexa, play the latest episode of the Fantasy Football Today podcast" or "Hey Google, play the latest episode of the Fantasy Football Today podcast." Visit the betting arena on CBSSports.com for all the latest sportsbook reviews and sportsbook promos. To learn more about listener data and our privacy practices visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices

Are you looking for ways to optimize your real estate investments and potentially defer taxes? Watch our latest recording where we explore how 1031 exchanges into Delaware Statutory Trusts (DSTs) may potentially provide a path to passive income while reducing the burden of property management. Presented by Chad Burton, CFP®, this seminar walks you through the current real estate environment, trends in 1031 exchanges, and how DSTs can likely enhance your investment strategy.   In this recording, we discuss topics such as: Understanding 1031 exchanges and how they work Exploring the factors of DSTs for passive investment income Considerations for real estate owners looking to diversify Strategies for deferring capital gains taxes while maintaining income flow This seminar is ideal for real estate investors, property owners, and individuals interested in simplifying their real estate portfolios while seeking tax-efficient investment strategies. The information being presented in this video is aimed at individuals who have at least $500,000 in investable assets.  Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements. *Investable assets include qualified retirement plans (IRA, Roth IRA, 401(k), taxable brokerage, cash (savings/checking) and CDs. Investable assets do not include your home, vehicles, or collectibles.  

In this episode, Chad Burton joins Rob Black to uncover the secrets of turning underperforming real estate into a reliable source of passive income. Learn how to spot problem rental properties and transform them into opportunities through strategies like 1031 exchanges, Delaware Statutory Trusts (DSTs), and 721 exchanges. Chad and Rob also explore how to seamlessly swap a single rental property into a diversified real estate portfolio. Whether you're a seasoned investor or just getting started, this episode is packed with actionable insights to help you maximize your real estate potential. Tune in now to unlock the keys to smarter investing!

In this episode, Amanda Cruise and Ash Patel interview Brett Swarts, founder and CEO of Capital Gains Tax Solutions. Brett shares his journey from struggling in the real estate market to managing over $150 million in assets. He discusses the Deferred Sales Trust (DST) as an alternative to the 1031 exchange, highlighting its flexibility, tax benefits, and how it can be used for various asset types. The conversation delves into the pros and cons of DSTs, income generation strategies, and the importance of understanding tax implications when making investment decisions. Brett also shares personal anecdotes and insights on navigating the real estate landscape. Brett Swarts | Real Estate Background Founder and CEO of Capital Gains Tax Solutions Based in: St Augustine, FL Say hi to them at: www.brettswarts.com www.capitalgainstaxsolutions.com LinkedIn www.youtube.com/@BuildItToBillions www.youtube.com/@CapitalGainsTaxSolutions Sponsors: Altra Running Sunrise Capital Learn more about your ad choices. Visit megaphone.fm/adchoices

Doug McHoney (PwC's International Tax Services Global Leader) is joined by Rohit Kumar, PwC's National Tax Co-leader and former deputy chief of staff to Senator Mitch McConnell (R) to discuss the US election results. Doug and Rohit cover what the republican-controlled House, Senate and Presidency means for tax reform, why 2025 will be a year for significant “must-pass” tax legislation, the role the federal debt and budget deficit will play, the potential implementation of tariffs, the fate of the OECD's Pillar One and Two, as well as how the new administration could approach digital services taxes (DSTs).

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 | stephen.haskell@realtymogul.com | Bautis Financial: 8 Hillside Ave, Suite LL1 Montclair, New Jersey 07042 (862) 205-5000 | Schedule an Introductory Call

In this edition of the Fantasy Life Show, fantasy football experts Ian Hartitz and Dwain McFarland break down some of the smash matchups coming up in week 11 and how you can target them in fantasy football! Is Nick Chubb poised to have a big game against the Saints? Just how many points are going to be scored on TNF between the Commanders and Eagles? Can the Dolphins offense start to turn it around against the Raiders? We're breaking down all this and so much more! Check out Knockaround's officially-licensed NFL collection, so you can rep your team all week, and—hopefully—all the way through the playoffs. Visit https://knockaround.com/ and use code LIFE for Free Shipping on your order! Whether you're watching your favorite team from the screen at home or you're in stands at the ballpark, there's an even better way to get in on the action! Check out our partners at DraftKings Sportsbook. New customers who bet $5 will INSTANTLY get $200 in bonus bets. Download the DraftKings Sportsbook app now and use our code FANTASYLIFE ______________________

For real estate investors considering Delaware Statutory Trust (DST) investments—whether for a 1031 exchange or as a direct cash investment, it is important to define your investment strategy. For example, are you looking for an investment where you have the abilitiy to potentially generate greater monthly net operating income, or are you more interested in a steady income stream over a long period of time. These two investment strategies are often called the “Anchor and Buoy” investment theory. DSTs are uniquely suited to help investors potentially achieve the benefits of both strategies, potentially offering the stability of an anchor with the growth opportunities of a buoy. 

This conversation with Brett Swarts explores the numerous benefits of DSTs, their role in deferring capital gains taxes beyond real estate transactions, and practical examples of people who have successfully applied this strategy. This podcast is sponsored by Aspen Funds. Alternative investments in Private Credit, Industrial Real Estate, and Oil and Gas: ⁠https://aspenfunds.us/⁠ Check out our latest offering in industrial real estate: ⁠https://app.junipersquare.com/i/aspenfunds/offering/1bdbcf6a-da16-4e65-a675-31909415300a⁠ Explore our Private Credit fund: ⁠https://aspenfunds.us/private-credit-fund/⁠ Get in touch: ⁠https://meetings.hubspot.com/mike-sullivant/ilab-speak-to-aspen-representative-⁠ Download our FREE 2024 Economic Forecast: ⁠https://www.investwithaspen.com/free-economic-report⁠ Follow Aspen Funds LinkedIn: ⁠https://www.linkedin.com/company/aspen-funds/⁠ ⁠⁠ Instagram: ⁠https://www.instagram.com/aspenfunds/⁠ Facebook: ⁠https://www.facebook.com/aspenfunds/⁠ Connect with Ben Fraser ⁠https://www.linkedin.com/in/benwfraser/⁠ Connect with Brett Swarts https://www.linkedin.com/in/brett-swarts/

This Day in Legal History: Anita Hill Testifies in Clarence Thomas Confirmation HearingOn October 11, 1991, law professor Anita Hill testified before the U.S. Senate Judiciary Committee during the confirmation hearings for Supreme Court nominee Clarence Thomas. Hill, who had worked under Thomas at the Department of Education and the Equal Employment Opportunity Commission (EEOC), accused him of harassment. Her testimony detailed allegations of inappropriate behavior by Thomas, igniting a national conversation about sexual harassment in the workplace.The hearings were televised and widely watched, drawing public attention to issues of power dynamics and gender in professional settings. Hill's testimony was met with intense scrutiny, and she was questioned by the all-male committee, led by Senator Joe Biden. Despite the controversy, the Senate ultimately confirmed Thomas to the Supreme Court by a narrow vote of 52-48.Hill's courage to speak publicly about her experiences had a profound and lasting impact. It helped raise awareness of sexual harassment and workplace rights, influencing the way such cases were viewed and addressed in the years to come. Her testimony is often seen as a pivotal moment in the evolution of the #MeToo movement, decades before it formally emerged.Donald Trump's legal troubles are far from over, with seven significant cases involving him still in the lower courts. These include two federal criminal cases, two state-level criminal prosecutions, and three civil lawsuits. The federal criminal charges, pursued by Special Counsel Jack Smith, focus on Trump's attempts to overturn the 2020 election and his retention of classified documents. If Trump regains the presidency, he may try to pardon himself or have the Justice Department drop these cases. However, state criminal charges, such as his conviction in New York over hush money payments and the Georgia election interference case, are beyond the reach of a presidential pardon.Civil cases against Trump include a New York fraud judgment related to his business practices and two defamation lawsuits from writer E. Jean Carroll. If Trump loses the 2024 election, these cases are likely to proceed and could eventually reach the Supreme Court. The Court has already ruled that former presidents have immunity from prosecution for actions taken as part of their official duties. The outcome of these cases, particularly any involving the Court, may depend heavily on the results of the November election. If Trump wins, the state cases will at least ostensibly remain–but it is likely that his administration would move to end some or all of the federal cases against him. Election may decide if Trump's legal woes reach US Supreme Court or wither | ReutersOn October 10, 2024, Boeing filed an unfair labor practice charge with the National Labor Relations Board against the International Association of Machinists and Aerospace Workers, the union representing around 33,000 striking workers on the U.S. West Coast. The strike, which has lasted four weeks, involves workers at Boeing's factories, including its facility in Renton, Washington. Boeing accused the union of failing to negotiate in good faith, alleging a pattern of bad faith bargaining and spreading misinformation to union members about the status of negotiations. This comes amid an ongoing labor dispute, with Boeing workers demanding better terms, while the company attempts to resolve the strike and resume production. The outcome of the charge could influence future labor negotiations between Boeing and the union.Boeing files unfair labor practice charge against striking union | ReutersItaly is considering expanding its digital services tax (DST) in the 2025 budget, which could reignite trade tensions with the United States. The DST, originally introduced in 2019, imposes a 3% tax on revenue from digital transactions by large tech companies like Google, Meta, and Amazon, many of which are American. The tax currently generates around €400 million annually, but Italian policymakers are exploring ways to increase revenue by raising the tax rate or lowering the revenue thresholds for companies subject to the tax.The U.S. has consistently opposed unilateral DSTs, viewing them as unfairly targeting American companies, and previously threatened tariffs in response to similar taxes in Europe. Although a prior agreement prevented such retaliation, Italy's new DST expansion could bring this issue back to the forefront. If the U.S. imposes tariffs, it could harm key Italian industries like manufacturing and agriculture, potentially straining diplomatic relations and weakening Italy's influence in international tax reform discussions.Italy's move reflects frustrations over stalled global tax reforms under the OECD's Pillar One framework. While expanding the DST might provide short-term fiscal relief as Italy faces rising debt and inflation, it risks further damaging trade and diplomatic relations with the U.S.Italy's Digital Tax Gambit—Will US Trade Retaliation Follow? This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.minimumcomp.com/subscribe

Leveraging Real Estate Empires to Build Gods KingdomI'm thrilled to bring you the latest episode of our podcast, where we dive deep into the world of real estate investment and 1031 exchanges. This time, I had the pleasure of speaking with Ed Fernandez, the President, CEO, and founder of 1031 Crowdfunding. Ed's journey and insights are nothing short of inspiring, and I'm excited to share the key takeaways with you.

In this episode of the Tax Smart REI podcast, Thomas is joined by frequent guest, Justin Shore, EA for the go-to guide to real estate investment strategies. They break down each strategy, the tax benefits, and the implications. Topics include: - The tax advantages of direct ownership and how to maximize deductions. - The differences between long-term and short-term rentals and the operational and tax considerations. - Syndicates and funds, REITs, and DSTs as passive investment vehicles, their liquidity, and tax strategies. - How investment strategies like the BRRRR method and the 1031 exchange can impact your tax liabilities. - The importance of aligning your investment goals with the right strategy. Whether you're a hands-on investor or prefer a more passive approach, this is the episode you want to listen to over and over. Get the Top 8 Mistakes Real Estate Investors Make: go.therealestatecpa.com/3ygHVrJ Join the Tax Smart Insiders Community: go.therealestatecpa.com/3Xx1Cpd Learn more about Property Llama: www.propertyllama.com/taxsmart Checkout Thomas's new YouTube channel: www.youtube.com/@thomascastelli Connect with Isabelle: www.ral101.com/ The Tax Smart Real Estate Investors podcast is for general information purposes only and is not intended to provide, and should not be relied on for, tax, legal, or accounting advice. Information on the podcast may not constitute the most up-to-date legal or other information. No reader, user, or listener of this podcast should act or refrain from acting on the basis of information on this podcast without first seeking legal and tax advice from counsel in the relevant jurisdiction. Only your individual attorney and tax advisor can provide assurances that the information contained herein – and your interpretation of it – is applicable or appropriate to your particular situation. Use of, and access to, this podcast or any of the links or resources contained or mentioned within the podcast show and show notes do not create a relationship between the reader, user, or listener and podcast hosts, contributors, or guests.

Thanks for watching! Send us a message with a question and we might read it on the show!Football is here! Week 1 is upon us! We know that after your draft you are either feeling really good or really bad about your team and have some questions on which guys you should start. Have no fear! Matt, Rich, and Chris give their top STARTS and SITS for the start of the Fantasy Season and the top DSTs for the week. Which players are you worried about? Leave a comment and let us know!Check out our youtube.com/@Theheroesff. Like, share, subscribe.Follow us on X @TheHeroesFF

Jamey reveals some of the best entries for his 16-team Super Leftovers League before we go through the news and notes (5:00) and potential free agents you should be adding before it's too late (7:10). Jaleel McLaughlin, Samaje Perine, Rashid Shaheed and more ... There are some wacky tight end rankings for Week 1 (18:50) as the guys make their cases for Juwan Johnson, Noah Fant and Zach Ertz. Then we preview Ravens-Chiefs (26:00)! Are Rashee Rice and Zay Flowers good starts this week? How about the DSTs? ... Start or Sit for Packers-Eagles (35:40) which will hopefully be a high scoring game. The Eagles were terrible against wide receivers in 2023, but is that enough for us to trust Christian Watson or Jayden Reed? Is DeVonta Smith an easy start? We also reveal our favorite Fantasy teams (46:40) that we've drafted and we make our NFL picks including our Super Bowl winners (50:00) ... Email us at fantasyfootball@cbsi.com Fantasy Football Today is available for free on the Audacy app as well as Apple Podcasts, Spotify and wherever else you listen to podcasts Watch FFT on YouTube https://www.youtube.com/fantasyfootballtoday SUBSCRIBE to FFT Express on Apple: https://podcasts.apple.com/us/podcast/fantasy-football-today-express/id1528634304 Follow FFT Express on Spotify: https://open.spotify.com/show/6qyGWfETSBFaciPrtvoWCC?si=6529cbee20634da8 SUBSCRIBE to FFT Dynasty on Apple: https://podcasts.apple.com/us/podcast/fantasy-football-today-dynasty/id1696679179 FOLLOW FFT Dynasty on Spotify: https://open.spotify.com/show/2aHlmMJw1m8FareKybdNfG?si=8487e2f9611b4438&nd=1 SUBSCRIBE to FFT DFS on Apple: https://podcasts.apple.com/us/podcast/fantasy-football-today-dfs/id1579415837 FOLLOW FFT DFS on Spotify: https://open.spotify.com/show/5zU7pBvGK3KPhfb69Q1hNr?si=1c5030a3b1a64be2 Follow our FFT team on Twitter: @FFToday, @AdamAizer, @JameyEisenberg, @daverichard, @heathcummingssr Follow the brand new FFT TikTok account: https://www.tiktok.com/@fftoday Join our Facebook group https://www.facebook.com/groups/FantasyFootballToday/ Sign up for the FFT newsletter https://www.cbssports.com/newsletter You can listen to Fantasy Football Today on your smart speakers! Simply say "Alexa, play the latest episode of the Fantasy Football Today podcast" or "Hey Google, play the latest episode of the Fantasy Football Today podcast." Visit the betting arena on CBSSports.com for all the latest sportsbook reviews and sportsbook promos. To learn more about listener data and our privacy practices visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices

Let's take a look at some recent draft trends (2:10)! Who is be drafted earlier in recent drafts: Jahmyr Gibbs or Drake London? Cooper Kupp or Deebo Samuel? Christian Watson or Keenan Allen? Then we've got your news and notes (9:05) with thoughts on Russell Wilson, Jacoby Brissett and more. Does Samaje Perine hurt Isiah Pacheco's stock? ... Which players do we keep drafting? Our guys have drafted well over a dozen teams each and they'll tell you who keeps ending up on their squads. Dave (24:00), Jamey (32:30) and Heath (42:00) reveal their lists with guys like Ken Walker, Chase Brown, Kyler Murray and Trey McBride ... How to plan for bye weeks (50:00), how to draft Kickers and DSTs and we review our Superflex league (56:55) with Thomas going Zero-QB! ... Email us at fantasyfootball@cbsi.com Fantasy Football Today is available for free on the Audacy app as well as Apple Podcasts, Spotify and wherever else you listen to podcasts Watch FFT on YouTube https://www.youtube.com/fantasyfootballtoday SUBSCRIBE to FFT Express on Apple: https://podcasts.apple.com/us/podcast/fantasy-football-today-express/id1528634304 Follow FFT Express on Spotify: https://open.spotify.com/show/6qyGWfETSBFaciPrtvoWCC?si=6529cbee20634da8 SUBSCRIBE to FFT Dynasty on Apple: https://podcasts.apple.com/us/podcast/fantasy-football-today-dynasty/id1696679179 FOLLOW FFT Dynasty on Spotify: https://open.spotify.com/show/2aHlmMJw1m8FareKybdNfG?si=8487e2f9611b4438&nd=1 SUBSCRIBE to FFT DFS on Apple: https://podcasts.apple.com/us/podcast/fantasy-football-today-dfs/id1579415837 FOLLOW FFT DFS on Spotify: https://open.spotify.com/show/5zU7pBvGK3KPhfb69Q1hNr?si=1c5030a3b1a64be2 Follow our FFT team on Twitter: @FFToday, @AdamAizer, @JameyEisenberg, @daverichard, @heathcummingssr Follow the brand new FFT TikTok account: https://www.tiktok.com/@fftoday Join our Facebook group https://www.facebook.com/groups/FantasyFootballToday/ Sign up for the FFT newsletter https://www.cbssports.com/newsletter You can listen to Fantasy Football Today on your smart speakers! Simply say "Alexa, play the latest episode of the Fantasy Football Today podcast" or "Hey Google, play the latest episode of the Fantasy Football Today podcast." Visit the betting arena on CBSSports.com for all the latest sportsbook reviews and sportsbook promos. To learn more about listener data and our privacy practices visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices

In this episode, we're focusing on the often misunderstood world of 1031 exchanges. To shed light on this topic, we're joined by Kyle Connor, a Real Estate Exchange Specialist at Invesco Real Estate. Kyle will clarify the 1031 exchange process and explain how it can benefit those transitioning from managing rental properties to exploring new investment opportunities. We'll also cover the advantages of Delaware Statutory Trusts (DSTs) as a passive investment option, and much more.    Important Info: Securus Financial: https://www.gosecurus.com/ International Financial Advisory Group: https://www.internationalfinancial.com/ Call John: (858) 758-9889 Call Thomas: (973) 394-0623

Ready to hear something revolutionary? Bryan Cogliano and Frank Hanna Jr. are the founders of Revolution X, a real estate consulting firm providing cutting-edge investment options with a personal approach. In this episode, Bryan and Frank introduce two new strategies that add flexibility and agility to real estate, allowing investors to control their destiny. Listen in to discover: Why all investors should identify a Delaware Statutory Trust (DST) as a potential replacement property during a 1031 Exchange Ways to avoid dealing with the "Three T's" How to leverage a "Bonus Depreciation Fund" to offset passive income Why CPAs should add these tools to their toolbox, and offer clients new and thoughtful options for consideration To learn more about 1031 Exchanges, DSTs, or Bonus Depreciation Funds, reach out to *Frank Hanna, ChFC (frankhanna@revxwealth.com) and *Bryan Cogliano, CFP (bryancogliano@revxwealth.com) or visit www.revxwealth.com.

Ready to transform your real estate assets into a tax-efficient retirement plan? Want to maximize your real estate wealth without the headache of property management? Join host Larry Heller, CFP®, CDFA®, as he explores the world of 1031 exchanges with Stephen K. Davis, President and CEO of Safe Harbor Asset Management. With over 40 years … Read More Read More

Send us a Text Message.Join the Roundtable hosts as they celebrate July 4th with candid conversation around biggest hurdles currently impacting Commercial Real Estate including everything from trends and changes in the industry, GCs not having labor force, SBA loans, DSTs, RFPs, Costar, MLS, and more! Key topics include data utilization, litigation, taxation, private property rights, and the importance of professional associations like NAR. Watch as the Roundtable hosts share insights on market conditions, regulatory changes, and strategies for business growth, the importance of Professional Associations, Private Property Rights and Government Policies. Your Roundtable Hosts:Andreas Senie, Host, Founder CRECollaborative (CRECo.ai), Technology Growth Strategist, CRETech Thought Leader, & Brokerage OwnerSaul Klein, Realtor Emeritus, Data Advocate & Futurist, Original Real Estate Internet Evangelist, Executive Editor Realty Times, IncChris Abel, Membership Director Associated Builders & Contractors Association, CT Chapter Rebekah Carlson, Founder & CEO Carlson Integrated, LLC, Past President NICAR Association, Brokerage OwnerDan Wagner, Senior Vice President Government Relations at The The Inland Real Estate Group of Companies, Inc.ABOUT THE ROUNDTABLE:Your all in one comprehensive view of what is happening across the real estate industry -- straight from some of the industry's earliest technology adopters and foremost experts in Technology, Marketing, Capital, Construction & Cyber Security in Real EstateJoin us live at 6 PM EST on the 1st Thursday of each month, across all major social media channels and wherever you get your podcasts.Learn more at https://welcome.creco.ai/reroundtable#datadrivenbusiness #businessmanagement #commercialrealestate#crecollaborator #CRE #CommercialFinance #RealEstate #cpace#CommercialRealEstate #financing Don't forget to subscribe to our YouTube channel where there is a host of additional great content and to visit CRECo.ai the Commercial Real Estate Industry's all-in-one dashboard to connect, research, execute, and collaborate online CRECo.ai. Please be sure to share, rate, and review us it really does help! Learn more at : https://welcome.creco.ai/reroundtableDon't forget to subscribe to our YouTube channel where there is a host of additional great content and to visit CRECo.ai the Commercial Real Estate Industry's all-in-one dashboard to connect, research, execute, and collaborate online CRECo.ai. Please be sure to share, rate, and review us it really does help! Learn more at : https://welcome.creco.ai/reroundtable

We are honored to have Carl Pikus with us today. A distinguished figure in the world of real estate investing, he is boasting an impressive 20 years of experience. Hailing from Austin, Texas, by way of Chicago, he's wholesaled an astonishing $450 million in REITs and DSTs, making him a powerhouse in the industry. Currently serving as an Assistant Vice President for Investment Property Exchange Services, Inc. (IPX1031), the nation's largest Qualified Intermediary, his expertise in 1031 Exchange rules and regulations is unparalleled. With over 11 years of experience as a wholesaler, he's become an invaluable asset to real estate investors, realtors, lenders, attorneys, and tax advisors. His deep understanding of real estate financial planning enables him to educate clients on strategic, comprehensive tax-deferred 1031 solutions, highlighting both immediate transactional tax benefits and long-term estate planning advantages. Today, we'll dive into Carl's journey, insights, and the wealth of knowledge he's gathered over the last two decades in the industry. Let's get started and uncover the secrets to unlocking unclaimed wealth in real estate! For More Info:  LinkedIn -   https://www.linkedin.com/in/carl-pikus-313834bb/ Website - https://www.ipx1031.com/locations/name/carl-pikus/ The Moorhead Team is excited to bring you information about investing in real estate in the Central Texas area! More information can be found at our website at www.themoorheadteam.com and our YouTube page The Moorhead Team. We're always aiming to bring you great free content about investing in real estate in Austin, TX! Instagram: @themoorheadteam  Make sure to sign up for our email list for off market properties and market updates!

SummaryOrigin Exchange is a platform that allows investors to participate in 1031 exchanges through Delaware Statutory Trusts (DSTs). The DSTs are a way to invest in real estate without the transactional and fee-laden nature of traditional DSTs. The equity raise for a DST typically takes three to six months, and investors stay in the DST for about two years. After two years, there is an option to acquire the DST property through the Income Plus Fund. Origin Exchange uses a data-driven approach to identify markets with potential rent growth and focuses on multifamily properties in the Sunbelt region. The platform also offers an exit strategy where investors can be up-readed into the Income Plus Fund, providing a diversified portfolio and eliminating idiosyncratic risk. Origin is a real estate investment firm that offers a unique investment strategy called the Income Plus Fund. This fund allows investors to exchange their real estate holdings into a diversified portfolio of institutional-quality assets without incurring high fees. The fund provides liquidity through a redemption schedule, allowing investors to access their capital if needed. Origin focuses on multifamily properties, which they believe is a resilient asset class with long-term growth potential. They carefully select deals based on factors such as location, job growth, population growth, and market demand. Origin has a transparent and honest approach, and their founders have personally invested over $80 million in their deals.Chapters00:00 Introduction to Origin Exchange02:11 Understanding Delaware Statutory Trusts (DSTs)06:36 The Problem with Traditional DSTs09:10 The Benefits of Origin Exchange for Investors15:10 Data-Driven Approach to Identifying Markets21:42 Exit Strategy: Up-Reading into the Income Plus Fund23:45 Real Estate Ownership and Taxes28:34 Transparency and Valuation30:29 Focus on Multifamily Properties32:16 Target Rate of Return35:39 Transparency and Investor Care37:31 Content Marketing and Growth39:22 Paradigm Shift in Apartment Living41:11 Factors in Deal Selection43:26 Market Outlook and Interest Rates46:37 Opportunistic Investment Strategy

A Closer Look at Essential Net Lease 81 and San Antonio Multifamily 74 DSTs Chay Lapin, President of Kay Properties & Investments describes two new debt-free Delaware Statutory Trusts offerings that include the Essential Net Lease 81 DST and the San Antonio Multifamily 74 DST.

This episode explores advanced DST investing strategies in a round two conversation with Ehud Gersten, Managing Partner of Perch Wealth.The Crexi Podcast explores various aspects of the commercial real estate industry in conversation with some of the top CRE professionals in the space. In each episode, we feature different guests to tap into their wealth of CRE expertise and explore the latest trends and updates from the world of commercial real estate. In this episode, host Yannis Papadakis and Ehud delve deep into the world of Delaware Statutory Trusts (DSTs). The conversation covers the fundamentals of DSTs, their benefits, and their unique appeal for passive investors, particularly those looking to defer taxes via 1031 exchanges. They also discuss the recent market changes, including the slowdown in transactions and the impact of rising interest rates. Ehud shares insights on how DSTs serve as a valuable tool for investors seeking diversification and lower managerial responsibilities. Additionally, they explore the role of DSTs in the evolving real estate landscape, especially among baby boomers and institutional investors. Essential considerations for brokers and investors regarding DSTs are also covered, alongside the latest trends and economic challenges facing this investment vehicle. Introduction and WelcomeMarket Changes and OverviewUnderstanding Delaware Statutory Trusts (DSTs)Benefits and Advantages of DSTsAdvanced Insights into DSTsDSTs and Demographic TrendsDSTs and Debt ManagementExiting a DST Brokers and DSTsEconomic Trends and DSTsInstitutional Investors and DSTsCurrent Economic Challenges for DSTsAdvice for Brokers and InvestorsFarewells and Further Resources About Ehud Gersten:Ehud Gersten is a managing partner at Perch Wealth. In addition to being a licensed securities professional, focusing on 1031 exchanges and Delaware Statutory Trusts (DSTs), Ehud is also a licensed California attorney and real estate broker.For more than a decade, Ehud owned and operated a highly successful law firm in San Diego, focusing on real estate and consumer rights. He has advocated on behalf of many clients, including homeowners' associations (HOAs), real estate developers, and investment property owners, in both California state and federal courts. He is also admitted to practice before the U.S. Supreme Court. Ehud has been repeatedly recognized by his legal peers as one of the top litigators in San Diego County, featured multiple times in both SuperLawyers magazine and San Diego's “Best of the Bar.” He has been interviewed and featured for his national real estate work by Bloomberg, the L.A. Times, the New York Times, and HousingWire magazine.Ehud holds two degrees from the University of Auckland in New Zealand – a Bachelor of Arts (BA) in political science and a law degree. He also holds a Master of Laws and Letters (LLM) degree, with a concentration in intellectual property, from Boston University. He holds Financial Industry Regulatory Authority (FINRA) series 7 (general securities representative), 66, and 63 registrations. If you enjoyed this episode, please subscribe to our newsletter to receive the very next one delivered straight to your inbox. For show notes, past guests, and more CRE content, please check out Crexi's blog. Ready to find your next CRE property? Visit Crexi and immediately browse hundreds of thousands of available commercial properties. Follow Crexi:https://www.crexi.com/​ https://www.crexi.com/instagram​ https://www.crexi.com/facebook​ https://www.crexi.com/twitter​ https://www.crexi.com/linkedin​ https://www.youtube.com/crexi

This episode explores opportunities held within 721 exchanges UPREITs with J. Mark Earley, Head of Hines Private Wealth Solutions, Americas.The Crexi Podcast explores various aspects of the commercial real estate industry in conversation with some of the top CRE professionals in the space. In each episode, we feature different guests to tap into their wealth of CRE expertise and explore the latest trends and updates from the world of commercial real estate.  In this episode, host Yannis Papadakis interviews Mark Earley, exploring his unique journey from a teenager involved in family-owned residential rentals to leading Hines' Private Wealth Solutions, Americas, arm. Earley shares insights into his career path, the evolution of the commercial real estate industry, and the impact of major economic events like the 2008 financial crisis and COVID-19 on real estate strategies and market dynamics.  The episode also delves into innovative investment structures such as Delaware Statutory Trusts (DSTs) and 721 exchanges, highlighting their advantages for estate planning and investment diversification. Mark emphasizes the importance of staying adaptive, innovative, and persistent in the commercial real estate sector, outlining macro trends affecting investment opportunities, particularly in multifamily and builder-rent sectors. Their wide-ranging conversation includes: Welcome to The Crexi Podcast: A Deep Dive into Commercial Real EstateMark Earley's Journey: From Residential Roots to Commercial Real Estate TitanThe Evolution of Hines Private Wealth Solutions: A 20-Year RetrospectiveNavigating Challenges and Celebrating Wins in the Commercial Real Estate IndustryAdapting to Change: How COVID-19 Transformed Commercial Real EstateThe Future of Real Estate: Live, Work, Play Environments and SustainabilityEssential Qualities for Success in Commercial Real Estate EntrepreneurshipExploring the 721 Exchange and Delaware Statutory Trusts in Real EstateThe Benefits of 1031 Exchanges and DSTsThe Drawbacks of DSTs and 1031 ExchangesThe Growing Popularity of DSTsMacro Trends Influencing DSTs and 721 ExchangesAdvice for Brokers on Navigating DSTsRapid Fire Questions: Investment Insights and Industry MisconceptionsFinal Thoughts and Where to Find More InformationDisclosure: Represents the subjective opinions of Hines. Other market participants may reasonably have differing opinions. This is not an offer to sell securities. Neither Hines Interests Limited Partnership (“Hines”), Hines Private Wealth Solutions LLC, member FINRA/SIPC, nor any of their affiliates provide tax, estate, financial or legal advice. There is no guarantee that any potential benefits discussed herein will be realized. Investing in real estate involves significant risks, including the possibility of losing all invested capital.Source: The U.S. housing market has a deficit of 4 million homes, fastcompany.com, 12/21/23About J. Mark Earley:Mark Earley is the Americas Head of Hines Private Wealth Solutions and serves as Chief Executive Officer of the broker-dealer affiliate. His leadership has been instrumental in the firm's $10.7 billion capital raise throughout the wealth management channel. Mark also directs the overall strategy for the Americas and provides tactical guidance to the organization with particular focus on product development, distribution, sales management and business planning. Additionally, he serves on the Capital Markets Committee of Hines. If you enjoyed this episode, please subscribe to our newsletter to receive the very next one delivered straight to your inbox. For show notes, past guests, and more CRE content, please check out Crexi's blog. Ready to find your next CRE property? Visit Crexi and immediately browse hundreds of thousands of available commercial properties. Follow Crexi:https://www.crexi.com/​ https://www.crexi.com/instagram​ https://www.crexi.com/facebook​ https://www.crexi.com/twitter​ https://www.crexi.com/linkedin​ https://www.youtube.com/crexi

This podcast episode discusses various financial topics, including market numbers, stock and bond market performance, interest rate-sensitive assets, tax considerations, and real estate investment strategies. Chad provides insights on market trends, the impact of interest rate changes on investments, the importance of tax planning, and options for optimizing real estate investments, such as 1031 exchanges and charitable remainder trusts. The episode also delves into the concept of rebalancing portfolios, evaluating rental property performance, and making informed decisions based on individual financial goals and circumstances. Overall, this episode emphasizes the importance of financial planning, tax-efficient strategies, and investment diversification to achieve long-term financial success. Listeners were encouraged to consider their unique financial situations, assess their investment portfolios, and explore options like 1031 exchanges, DSTs, and charitable remainder trusts to optimize their real estate investments and minimize tax liabilities. The host highlighted the significance of understanding market trends, staying informed about tax implications, and making strategic decisions to enhance financial well-being and achieve financial goals. Timestamps: [00:00:51] Market numbers review. [00:06:32] Interest rate impact on bonds. [00:08:49] Benefits of diversified portfolio. [00:14:25] Backdoor Roth IRA strategy. [00:17:50] Tax planning in retirement. [00:20:38] Retirement and mortgage strategies. [00:23:04] Rental properties in the Bay Area. [00:25:47] Rental property investment strategies. [00:30:59] Paying down mortgage options. [00:33:39] Unlocking property cost basis. [00:37:46] Charitable Remainder Trust. Email your money question to chad@chadburton.com Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.ChadBurton.com

Are you maximizing the potential of your real estate investments through 1031 exchanges and Opportunity Zones?In this podcast, Mike Jesowshek and guest Michael Scherer delve into the intricacies of 1031 exchanges, focusing on various replacement property options, including Delaware Statutory Trusts (DSTs) and Qualified Opportunity Zones. They discuss the advantages of passive investment through DSTs, the strategic importance of planning and consulting with tax advisors, and the potential tax deferral benefits of investing in Opportunity Zones. The conversation emphasizes the need for investors to align their investment choices with their financial goals and the importance of thorough planning.[00:00 - 04:37] Replacement Property Options and Delaware Statutory Trusts (DSTs) in 1031 ExchangesMike Jesowshek introduces the topic and welcomes back expert Michael Scherer to discuss 1031 exchange replacement properties and Opportunity Zones.Michael explains the concept of Delaware Statutory Trusts as a passive investment option for 1031 exchanges.[04:38 - 06:17] Direct Real Estate Investment vs. Passive DST InvestmentMichael compares the differences between active real estate investments and passive DST investments.What are the investor involvement and management responsibilities in different types of investments?[06:18 - 12:59] Strategies for Maximizing Tax Deferral and Qualified Opportunity Zones as an Investment AvenueExploring methods for achieving full tax deferral by combining different investment strategies, like DSTs and direct property purchases.Michael highlights the Importance of strategic planning and advisory collaboration.[12:59 - 19:06] Navigating the Complexity of 1031 Exchanges and Investment OptionsHow to approach 1031 exchanges, including the importance of selecting the right replacement properties?Michael explains the concept of Qualified Opportunity Zones, their benefits, and the tax implications involved.Opportunity Zones can serve as a fallback for failed 1031 exchanges or as a strategic choice for deferring taxes.[19:07 - 22:57] The Importance of Planning and Expert AdviceMichael emphasizes the value of expert advice and the need for early planning in the investment process.Direct Quotes:"Understanding the investor's goals and objectives and working with their tax advisor is critical." - Michael Scherer"It all comes down to planning and understanding what your objectives are." - Michael SchererConnect with Michael!LinkedIn: https://www.linkedin.com/in/michael-scherer-caia-8147504/ Email: levi.smith@rcxcapitalgroup.com ______Podcast Host: Mike Jesowshek, CPA - Founder and Host of Small Business Tax Savings PodcastJoin TaxElm: https://taxelm.com/IncSight Packages (Full-Service): https://incsight.net/pricing/Book an Initial Consultation (IncSight): https://app.simplymeet.me/o/incsight/sale-------Podcast Website: https://www.TaxSavingsPodcast.comFacebook Group: https://www.facebook.com/groups/taxsavings/YouTube: https://www.youtube.com/@TaxSavings 

Frank Hanna is a renowned entrepreneur, speaker, investor, and mentor. He owns and operates four privately held companies including a private equity real estate firm, RevolutionX with over $ 1 Billion of Assets under Management.Support the showhttps://www.buzzsprout.com/1187780/supporters/newFollow Rama on socials!LinkedIn | Meta | Twitter | Instagram|YoutubeConnect to Rama Krishnahttps://calendly.com/rama-krishna/ E-mail: info@ushacapital.comWebsite: www.ushacapital.comRegister for Multifamily AP360 - 2024 Capital Raising virtual conference - https://multifamilyap360.mykajabi.com/offers/8BUi5nUm To find out more about partnering or investing in a multifamily deal: email: info@ushacapital.com

To display your continued support of the show, please vote for Fantasy Football Today in the Sports Podcast Awards in the "Best Fantasy Betting and Gaming Podcast" Category https://www.sportspodcastgroup.com/sports_category/fantasy-betting-gaming-sports-podcast/ Fantasy Football Today is available for free on the Audacy app as well as Apple Podcasts, Spotify, Google Podcasts and wherever else you listen to podcasts It's obviously a weird week for the waiver wire as we wait to see which players are sitting in Week 18, but we'll still give you our top priorities (2:40) including running backs like Khalil Herbert, Zamir White and possibly Jordan Mason. We'll also go over the news and notes (7:05) and get you caught up on what you need to know about injuries and about which teams will rest their starters ... Top quarterbacks (18:15) on the waiver wire include Derek Carr, Mason Rudolph and Tyrod Taylor. At running back (25:35), hopefully you can still get White, Herbert and maybe even Zach Charbonnet. But if those guys are not available, we'll tell you why Mason and Ronnie Rivers could be appealing ... At wide receiver (38:30), can we trust Demarcus Robinson or one of the Giants WRs this week? And at tight end (41:55), Juwan Johnson is the guy to get but don't forget about Tucker Kraft, Gerald Everett and more. And we finish with DSTs (45:30) and Kickers ... Email us at fantasyfootball@cbsi.com SUBSCRIBE to FFT Dynasty on Apple: https://podcasts.apple.com/us/podcast/fantasy-football-today-dynasty/id1696679179 SUBSCRIBE to FFT Dynasty on Spotify: https://open.spotify.com/show/2aHlmMJw1m8FareKybdNfG?si=8487e2f9611b4438&nd=1 Follow our FFT team on Twitter: @FFToday, @AdamAizer, @JameyEisenberg, @daverichard, @heathcummingssr, @ctowerscbs Follow the brand new FFT TikTok account: https://www.tiktok.com/@fftoday Watch FFT on YouTube https://www.youtube.com/fantasyfootballtoday Get 20% off Fantasy Football Today merch: https://store.cbssports.com/collections/fantasy-football-today%20?utm_source=podcast-apple-com&utm_medium=web&utm_campaign=buy-our-merch&utm_content=fantasy-football-collection Join our Facebook group https://www.facebook.com/groups/FantasyFootballToday/ Sign up for the FFT newsletter https://www.cbssports.com/newsletter You can listen to Fantasy Football Today on your smart speakers! Simply say "Alexa, play the latest episode of the Fantasy Football Today podcast" or "Hey Google, play the latest episode of the Fantasy Football Today podcast." To hear more from the CBS Sports Podcast Network, visit https://www.cbssports.com/podcasts/ To learn more about listener data and our privacy practices visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices

Pat Mayo and Geoff Fienberg preview the course and run through the odds while making their 2023 Fortinet Championship Picks along with bets for the 2023 BMW PGA Championship at Wentworth. Then, Mayo and Davis Mattek update Mayo's Week 2 rankings debating how Breece Hall, Dalvin Cook, Garrett Wilson, James Cook, and Allen Lazard fit in after Monday night. Plus, an update to the streaming DSTs. Plus, a full mid-week injury report. Week 2 Rankings RB https://bit.ly/23W2RBranks WR https://bit.ly/23W2WRranks QB https://bit.ly/23W2QBranks TE/DST https://bit.ly/23W2TEDSTranks Week 2 PME Listener's League Link: https://bit.ly/23W2DKPMELLNFL Week 2 FREE Pick'em game $1,000 Prize Pool: https://apps.apple.com/ca/app/leaguesafe/id1639028513 NFL Stats & Tools Code “MAYO” for discount: https://www.runthesims.com/mayo Join Mayo Media Newsletter: https://mayomedia.substack.com/people/32468255-mayo-media Sub to the Mayo Media Network: https://bit.ly/YTMMN Use code DOP at Prize Picks for a deposit match up to $100: https://bit.ly/DOPPrizePicks FACTOR MEALS — Head to FACTOR MEALS dot com slash mayo50 and use code mayo50 to get 50% off your first box. That's code mayo50 at FACTOR MEALS dot com slash mayo50 to get 50% off your first box. $500 GIVEAWAYS (BUT MAYBE MORE) I've made this one simple. SUB, RATE (5-STARS) AND REVIEW the Pat Mayo Experience Audio Podcast. Leave an X handle or email in the review. For every 100 new reviews we get, I'll chuck another $500 winner into the draw. If you've review before, freshen it up for me, please. If you can't leave a Spotify review on the APP, just screenshot it to me @ThePME. Apple: http://bit.ly/PMEiTunes Spotify: https://goo.gl/VboemH SHOW INDEX 00:00 Intro 00:46 Golf 23:22 NFL  Learn more about your ad choices. Visit megaphone.fm/adchoices