UNDERSTANDING TAX DEFERRED EXCHANGE OPTIONS WITH GREG SCHOWE OF ASSET PRESERVATION, INC.

UNDERSTANDING TAX DEFERRED EXCHANGE OPTIONS WITH GREG SCHOWE OF ASSET PRESERVATION, INC.

Episode 127 of The Sale Ring Podcast welcomes back Greg Schowe with Asset Preservation, Inc. for an in-depth discussion on Tax Deferred Exchanges, Delaware Statutory Trusts (DSTs), and the 721 UPREIT.

As the year draws to a close, more investors are moving assets into the sale arena, looking for smart ways to defer capital gains taxes and optimize their portfolios. Greg walks us through the nuances of each tax strategy — from traditional 1031 Exchanges to the flexibility of DSTs and the unique benefits of the 721 UPREIT structure.

These tools can create powerful opportunities for sellers and investors looking to grow or transition assets efficiently. Whether you’re an experienced investor or just beginning to explore tax-deferred strategies, this episode offers valuable insights to help you make informed decisions.

🎧 Listen to Episode 127 now:
https://www.thesalering.com/episode-127-tax-deferred-exchange-dst-and-721-upreit/

Get more episodes packed with strategies and real-world insights at www.thesalering.com, or subscribe for free on your favorite podcast platform.