MFREE 098 Full Episode with Brett Swarts: How Can You Achieve True Passive Income and Impact?

Aloha, It’s Shelon "Hutch" Hutchinson here! If you’re enjoying 'The Multifamily Real Estate Experiment' podcast, please like, comment, and share our episodes to help us reach and inspire more people. Thank you for your support!In this episode of the Multifamily Real Estate Experiment podcast, host Shelon Hutchinson, also known as Hutch the Marine Investor, interviews Brett Swarts, CEO of Capital Gains Tax Solution. Brett is a leading expert in Deferred Sales Trust (DST) and shares insights on how DST can help high net worth individuals, business owners, and real estate investors defer capital gains taxes while maintaining control over their wealth. Brett details his journey into real estate, his challenges during the 2008 financial crash, and how he discovered DST as a revolutionary tax-deferral strategy. He explains how DST works, compares it to the 1031 exchange, and provides real-life examples of its application. Brett also touches on the legal aspects, common mistakes to avoid, and how DST fits within larger tax strategies like Opportunity Zones and Charitable Remainder Trusts. Listeners will gain a deep understanding of DST and how it can be a game-changing tool for creating generational wealth.00:00 Introduction and Guest Introduction02:16 Brett Swarts' Background and Journey10:57 The Deferred Sales Trust Explained14:01 Comparing DST and 1031 Exchange15:16 Client Success Stories and Tax Implications21:01 Entrepreneurial Opportunities with DST22:16 Introduction to Advanced Strategies22:34 Types of Assets for Transactions24:26 Mindset Shift: Promissory Notes25:50 Tax Implications and Strategies29:47 Diversification and Investment Strategies33:58 Common Mistakes and How to Avoid Them38:19 Comparing DST with Other Tax Strategies41:22 Focus Round: Personal Insights44:21 Conclusion and Contact Information*=*=*=*=*=*=*=*=*=*=*=*=*=*=*=*=*=*=*=*=*=*=*=*=*=*=*=*=*=*=*=*=*=*=*=*Thank you to all of our listeners!!! We would love to hear from you!!!Email me at:[email protected]*=*=*=*=*=*=*=*=*=*=*=*=*=*=*=*=*=*=*=*=*=*=*=*=*=*=*=*=*=*=*=*=*=*=*=*Visit our website to find out more:www.hsquaredcapital.comJoin our Facebook Group:The Multifamily Real Estate ExperimentFollow us on Instagram:@hutchthemarineinvestor