In this episode, Jason Yarusi sits down with Brett Swarts to discuss a game-changing approach to capital raising—unlocking capital instead of asking or begging for it. Brett, an expert in capital gains tax strategies, shares how investors can defer taxes, maximize returns, and create long-term wealth through the Deferred Sales Trust (DST).
If you’re a real estate investor, business owner, or entrepreneur looking to keep more of your gains and reinvest wisely, this episode is packed with actionable strategies that will help you compound your wealth and maintain financial momentum.
Key Takeaways:
✅ Raising Capital vs. Unlocking Capital: How shifting your mindset from "raising" to "unlocking" capital can transform your ability to fund deals.
✅ Deferred Sales Trust (DST): How a DST can legally defer capital gains taxes, allowing you to reinvest with more leverage.
✅ 1031 Exchange vs. DST: Why a DST provides more flexibility than a traditional 1031 exchange, especially when timing the market.
✅ Compounding Interest & Tax Deferral: How keeping more of your capital working for you can create exponential returns over time.
✅ Who Should Consider This Strategy? Investors with real estate, businesses, Bitcoin, or stock sales who want to maximize tax deferral.
✅ Best 1031 Exit Plan: How Brett’s team can help you navigate the 1031 exchange process with more control and flexibility.
Timestamps:
🔹 [00:07] - Why many investors feel like they’re “begging” for capital and how to change that mindset
🔹 [02:41] - The concept of tax flow vs. cash flow and why it matters
🔹 [04:50] - When to set up a Deferred Sales Trust (Hint: Before closing!)
🔹 [09:30] - How the DST structure works step-by-step
🔹 [15:14] - Where the DST funds are invested and how returns are generated
🔹 [20:53] - Key legal insights & audit history of the DST (spoiler: it’s IRS-tested & proven)
🔹 [28:59] - How real estate investors can partner with their own DST funds
🔹 [32:47] - The Best 1031 Exit Plan and why choosing the right QI (Qualified Intermediary) is critical
Resources Mentioned:
📖 Building a Capital Gains Tax Exit Plan by Brett Swarts – Get the book here
🔗 Connect with Brett Swarts – LinkedIn
Connect with Jason Yarusi & Multifamily Live:
🌎 Website: www.yarusiholdings.com
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