WMRE Common Area: Exploring Tax-Advantaged Real Estate Options with Louis Rogers

from Wealth Management Invest · host Wealth Management Invest

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 episode, 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 Resources: Listen to the latest episodes of Common Area Connect With Louis Rogers: LinkedIn: Louis Rogers Capital Square Connect With David Bodamer: [email protected] WealthManagement.com WMRE LinkedIn: David Bodamer LinkedIn: Informa About Our Guest: Louis J. Rogers is founder and co-chief executive officer of Capital Square, where he oversees the firm’s Delaware statutory trust (DST) programs for investors seeking qualifying replacement property for Section 1031 tax-deferred exchanges and regular (non-exchange) investors.

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This episode was published on March 20, 2023.

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