Jeffrey Bangerter provides financial information in an easy-to-understand format on the following media outlets:
What is a like kind property
Rules and important timelines
Professionals you’ll need on your team
Potential advantages of the DST structure
And more . . .
Deferring capital gains tax allows the exchanger to reinvest the amount that would otherwise be paid to the federal government.
Utilizing a DST offers investors the chance to exchange a property they actively manage for a passive ownership property. Simply put, you can keep the income property but lose the day-to-day management responsibilities.
One property can be exchanged into many properties through a DST as long as the replacement investments are equal to or greater than the proceeds received from the sale of the original property.
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Sale
Date
Day 0
45 day period to identify replacement property(ies).
Must Identify
By Date
Day 45
Exchanger must close on replacement investment property(ies) within 180 days of the closing date of the property that was sold.
Must Close
By Date
Day 180
Real Estate investors are able to exchange like-kind properties for business or investment and defer capital gains taxes. Payment of capital gains tax is deferred until property is sold with no re-investment.
A Qualified Intermediary is required to control the net sale proceeds of the property exchange. In addition, the investment in the replacement property must be equal to or greater than the cash received from the sale of the original property.
A Delaware Statutory Trust is a separate legal entity formed as a trust under Delaware law. An accredited investor can use a beneficial interest in a DST as replacement property in a 1031 tax deferred exchange.
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Read More >It all begins with you. Too often, the industry of financial advice is criticized for applying a cookie-cutter approach to financial planning for every client. Not at Bangerter Financial Services. We take the time to know you, your hopes, dreams, and aspirations. They are uniquely your own and no sound financial plan can start without that foundational perspective.
Let’s have a conversation so you see the Bangerter difference. Contact us today.
At Bangerter Financial Services we desire to know and understand your financial objectives and then provide you with the highest quality of information, service, and products to help you reach your goals. Our commitment to our clients is based on the relationship we form with them, both professionally and personally. We seek relationships that last a lifetime.
Read More >As your representative, I act as the Chief Financial Officer for a select group of successful business owners and families who own investment real estate and are at or near retirement and aspire to a work-optional lifestyle. We’ve developed and refined our Fiscal Bridging Formula that puts all the pieces together to develop a Strategic Retirement Roadmap to get our clients where they want to go in their lives.
Read More >The Bangerter Financial Services team is one of the most experienced and knowledgeable you will find anywhere. As a dually-licensed registered investment advisor and broker dealer, we have access to a vast range of investment solutions and can provide advice that is always focused on your best interest.
Read More >Jeffrey Bangerter has been working in the Financial Services since 1979; helping his valued clients prepare for and enjoy a comfortable retirement.
Jeffrey is an Enrolled Agent Tax Professional, Mortgage Loan Originator, Investment Advisor Representative, Registered Securities Representative, Insurance Agent and has his Real Estate License.
We empower clients with knowledge to help make smart informed choices as they enter their Golden Years, we make things easy to understand so it becomes clear the direction that should be taken.
Read More >jeffrey@bangerterfinancial.com
Toll-Free: 800.451.2351
Fax: 916.965.5418
Roseville, California:
1380 Lead Hill Blvd., Suite 180
Roseville, CA 95661
Office: 916.414.9962
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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.
Investment advisory services offered through Bangerter Financial Services, Inc., a state registered investment advisor. Securities offered through Concorde Investment Services, Inc. (CIS), member FINRA/SIPC. Advisory services offered through Concorde Asset Management, LLC (CAM), an SEC registered investment adviser. Insurance products offered through Concorde Insurance Agency, Inc. (CIA). Bangerter Financial Services, Inc. is independent of CIS, CAM and CIA. To access Concorde’s Form Customer Relationship Summary (CRS), please click here.
This site is published for residents of the United States only. Representatives may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined. Not all of services referenced on this site are available in every state and through every advisor listed. For additional information, please contact us at 916.965.1879.
There are material risks associated with investing in DST properties and real estate securities including liquidity, tenant vacancies, general market conditions and competition, lack of operating history, interest rate risks, the risk of new supply coming to market and softening rental rates, general risks of owning/operating commercial and multifamily properties, short term leases associated with multi-family properties, financing risks, potential adverse tax consequences, general economic risks, development risks, long hold periods, and potential loss of the entire investment principal. Past performance is not a guarantee of future results. Potential cash flow, returns and appreciation are not guaranteed. IRC Section 1031 is a complex tax concept; consult your legal or tax professional regarding the specifics of your particular situation. This is not a solicitation or an offer to sell any securities. DST 1031 properties are only available to accredited investors (typically have a $1 million net worth excluding primary residence or $200,000 income individually/$300,000 jointly of the last three years) and accredited entities only. If you are unsure if you are an accredited investor and/or an accredited entity please verify with your CPA and Attorney.
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