Cashing in Tax Free

  • by Leslie Pappas
  • Narrated by Greg Zarcone
  • 3 hrs and 15 mins
  • Unabridged Audiobook

Publisher's Summary

Have you ever wondered who owns all the apartment complexes, shopping centers, office buildings, and medical offices? It's the big dogs like pension funds, real estate investment trusts (REITs), college endowments, foundations, insurance companies - and private DST investors known as accredited investors, like you!
This book will show you how to transition from your current real estate investments, where managing the Five Ts (toilets, tenants, trash, taxes, and termites) becomes hands-off real estate investing where you can potentially make the returns the big dogs do.
Cashing in Tax Free is the perfect guide to walk you through a capital gains tax deferred investment option, keeping your retirement planning in mind. It outlines the benefits, processes, and must-knows of 1031 Exchange and Delaware Statutory Trusts (DSTs). Professional Asset and Property Managers are experienced and proven experts who select, purchase, upgrade, and operate large-scale, institutional grade real estate to maximize cash flow and long-term returns. Some of these firms have been producing average annual returns in the range of roughly 12 percent and higher over the last few decades.
Cashing in Tax Free will show you how the industry works, help determine if it's a good fit for you, and guide you in choosing a professional advisor. Remember, not everyone holding a securities license is a real estate expert. There are few professionals in the country who specialize full-time in DST investing.
Cashing in Tax Free also lets you peek into the lives and portfolios of several examples as they use this strategy to boost returns and diversify their holdings for added safety. The book details more sophisticated uses of Delaware Statutory Trusts, such as sequential 1031 Exchanges, maximizing depreciation and long-term estate planning concepts.

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Customer Reviews

Most Helpful

Excellent Overview of a Complicated Topic

Ok, I won't candy coat it, this is not for the basic retail investor, It's for accredited investors. Get over it. But for those who have transitioned into that demographic and particularly for those with unrealized capital gains in real estate, do yourself a favor and at least be introduced to the vehicle. Personally had never heard of them until a savvy real estate broker put me in touch with someone who initially educated me on the topic. I am so glad he did. As I researched further, I found this book which then really helped me get a much better understanding of the market, risks, rewards and the processes involved. No they aren't the old real estate limited partnerships that got a lot of people's financial clocked cleaned thirty years ago and no, you can't get them from a discount broker nor in a For Sale By Owner transaction.
Leslie is obviously a professional in this domain and I will probably be connecting with her further. Greg Zarcone does an excellent job conveying the material which at times as you might guess gets a bit thick, in a very connecting style.
If you own rental real estate with unrealized capital gains, do yourself a favor and give this one a listen.
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- Kevin S.

For the 8% who are already wealthy.

Though it has good information, it's geared for million dollar portfolios, not the beginner.
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- Amazon Customer

Book Details

  • Release Date: 03-25-2016
  • Publisher: Four Dogs, LLLP