WMRE's Common Area: Exploring Tax-Advantaged Real Estate OptionsWMRE's Common Area: Exploring Tax-Advantaged Real Estate Options
Capital Square's Louis Rogers comes on the podcast to talk about 1031 exchanges, DSTs, Qualified Opportunity Zones and other tax-advantaged real estate options.
March 20, 2023
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
