Virtual Online Meeting!
You built the equity. Now what?
You've spent years buying real estate, paying down loans, and building equity. And now you might like to do something DIFFERENT with some of that money.
- Maybe you want investments that don't come with tenants and maintenance.
- Maybe you'd like to diversify into stocks, bonds, or private investments.
- Maybe you still like real estate, but you're ready to let someone ELSE do the operating.
The problem is, selling highly appreciated properties can mean a tax bill that makes you wonder whether you should just keep it.
And the usual answer, "Do a 1031 exchange," doesn't really answer your question when the whole POINT is that you don't want another property. So what else can you do?
The strategy: a Deferred Income Trust
Todd VanMeter will explain the Deferred Income Trust (DIT) strategy: an approach involving an irrevocable trust and an installment sale that defers eligible gains while creating a path into other investments.
But this is a sophisticated transaction, and you need to know more than just the sexy part about deferring taxes. You need to REALLY understand where the money goes, what you receive in return, who controls the trust, how you get paid, and what you're committing to BEFORE you decide whether it belongs in your plan.
In this detailed workshop, you'll learn:
How it works
- How the trust and installment sale fit together, and why the structure of the transaction matters to the intended tax deferral
- Where the sale proceeds go, what the independent trustee does, and how the seller's promissory note fits into the arrangement
- How this strategy is intended to let you move from directly owned real estate into other investment types, instead of buying another replacement property
Money, control and taxes
- How payments to the seller work, and the questions to ask about income, return of principal, and when taxes become due
- The difference between a revocable and irrevocable trust, and why giving up ownership and control deserves your attention
- Why "defer the gain" doesn't mean "make every tax disappear," and which parts of your sale need a closer look with your CPA
Your options and your situation
- How Todd compares this approach with alternatives like a 1031 exchange, a Delaware Statutory Trust, a 721 exchange, holding the property, or simply selling and paying the taxes
- Examples involving a single property, a portfolio, a business, and changes in partnership ownership, so you can see which questions apply to YOUR situation
- What to discuss with your own attorney and CPA about the documents, fees, tax treatment, and tradeoffs before moving forward
About Todd VanMeter
Todd isn't an attorney or CPA. He's a multi-decade real estate investor, licensed homebuilder, property manager, consultant, and "ender" who went searching for a solution to the ender problem: wanting out of managing real estate, wanting into more passive investments, and not wanting to give away hundreds of thousands in taxes in the process.
If you've been holding onto property because you don't like either of the choices you've considered, keep owning it or sell and take the tax hit, spend the morning understanding another approach. You worked hard to build that equity. It's worth a few hours of your time to find out how to keep it working for you.
Your investment
| |
By Thursday, October 22nd |
After October 22nd |
| MAREI members |
$47 |
$67 |
| Nonmembers |
$97 |
$127 |
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