WMRE Common Area: Exploring Tax-Advantaged Real Estate Options with Louis Rogers
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Some real estate structures offer investors major tax benefits. Like-kind exchanges allow investors to roll capital gains from one real estate investment into a new one. DSTs allow 1031 exchangers to pool capital into a fund. Qualified Opportunity Zone funds allow investors to defer capital gains from any previous investments.
In this episode, David Bodamer speaks with Louis Rogers, founder and Co-CEO of Capital Square, tax-advantaged real estate. Louis outlines the different structures and where his firm sits within the marketplace.
Louis discusses:
- How 1031 exchange options evolved, including the creation of Delaware Statuary Trusts
- Which property types Louis is bullish on in the current climate
- How he advises investors and chooses the assets for the different structures Capital Square uses
- How real estate investments fit into estate planning
- And more
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About Our Guest:
Louis J. Rogers is founder and co-chief executive officer of Capital Square, where he oversees the firm’s Delaware statutory trust (DST) programs for investors seeking qualifying replacement property for Section 1031 tax-deferred exchanges and regular (non-exchange) investors.