DSTs And OZs For Advisors, With Louis Reynolds (Episode 202)
When a High Net Worth investor triggers a capital gain, there are a few different tax mitigation options available, including the 1031 Exchange, a Delaware Statutory Trust (DST) investment, and Opportunity Zones.
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Show Notes
When a High Net Worth investor triggers a capital gain, there are a few different tax mitigation options available, including the 1031 Exchange, a Delaware Statutory Trust (DST) investment, and Opportunity Zones. But when is each of these options appropriate? And how can advisors place their clients into the appropriate tax mitigating investment products?
Louis Reynolds, CEO of Synergistic Exchange Solutions, joins the show to discuss real estate as an asset class, and when Opportunity Zones or other tax mitigation strategies are right for High Net Worth investors.
Show notes: https://opportunitydb.com/2022/06/louis-reynolds-202/