Editor's Note: Starting in January, the WMRE Common Area podcast will be replaced with the Wealth Management Invest podcast, just one piece of WMRE's evolution to focus on the broader world of alternative investments.
Some real estate structures offer investors major tax benefits. Like-kind exchanges allow investors to roll capital gains from one real estate investment into a new one. DSTs allow 1031 exchangers to pool capital into a fund. Qualified Opportunity Zone funds allow investors to defer capital gains from any previous investments.
In this replay episode from March, David Bodamer speaks with Louis Rogers, founder and co-CEO of Capital Square, tax-advantaged real estate. Louis outlines the different structures and where his firm sits within the marketplace.
Louis discusses:
- How 1031 exchange options evolved, including the creation of Delaware Statuary Trusts
- Which property types Louis is bullish on in the current climate
- How he advises investors and chooses the assets for the different structures Capital Square uses
- How real estate investments fit into estate planning
- And more