Dan Palmer

Dan Palmer, a real estate and tax-deferred exchange expert, dives into the intricacies of 1031 exchanges and Delaware Statutory Trusts. He emphasizes the critical issue of debt-over-basis and its impact on tax deferral strategies. The discussion compares the benefits of using DSTs for replacing debt versus Deferred Sales Trusts. Palmer highlights how zero-coupon DSTs provide unique cash flow options, along with effective strategies to maximize returns while navigating tax limitations effectively. This podcast is a must-listen for anyone looking to optimize their investment strategies!