Breaking Down the Delaware Statutory Trust with Brandon Bruckman, Ep 38

04/06/23 • 46 min

Today’s guest is Brandon Bruckman, He is an investment advisor with Insight Investment Advisers, a firm that offers goal-based financial planning and innovative solutions to real estate investors looking to sell their properties while deferring taxes.

In this episode, Brandon describes his journey of learning about real estate and helping customers by drawing on his own experiences and looking for high returns,

He talks about the difficulties traditional financial advisers encounter when providing advice on real estate syndications, such as regulatory barriers and a lack of knowledge, and he emphasizes the importance of working with professional advisors.

Additionally, he does a deep dive on Delaware Statutory Trusts. A way to invest in real estate and avoid taxes that isn’t talked about nearly enough!

Episode Topics

[01:11] Meet our guest, Brandon Bruckman
[04: 52] Challenges for Advisors in Syndication Investments
[08: 14] Guiding Asset Owners Through Liquidation Decisions
[ 11:06] Deferring Capital Gains with 1031 Exchanges
[16:51] Strategies and Techniques for Mastering Like-Kind Exchanges
[20:41] Delaware Statutory Trust: Passive Investing Made Easy"
[25:23] Explained Considerations for Choosing the Best Investment Structure
[28:51] Differences Between a GP/LP Syndication and Delaware Statutory Trusts
[38:49] Streamlining Investors' Real Estate Investment Process
[42:17] What success looks like for Brandon
[43:41] Connecting to Brandon Bruckman

Notable Quotes

"Our personal connection to real estate drives us to help others navigate property investments." -Brandon Bruckman
"Avoiding big losses is our priority, but we found stable cash flow and non-correlation in real estate. " -Brandon Bruckman
"Partnering with real estate experts adds value for clients. "-Brandon Bruckman
"Essentially, a 1031 exchange allows an investor to defer paying taxes on the sale of a property by reinvesting the proceeds into a similar or 'like-kind' property. " -Tim Little
"It almost becomes a specialization at that point to where they can be that sponsor who does the Delaware Statutory Trust (DST), so they can take advantage of the scale." -Tim Little

Connect with Brandon Bruckman:

LinkedIn: Brandon Bruckman
Website: Invest With Insight
Email: [email protected]
Podcast: Invest with Insight Podcast

👉 Connect with Tim

Linkedin: Tim Little
Instagram: @tim_at_zana
Email: [email protected]
Visit www.ZANAinvestments.com for more info on Tim and how you can passively invest in multifamily real estate
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04/06/23 • 46 min

Journey to Multifamily Millions - Breaking Down the Delaware Statutory Trust with Brandon Bruckman, Ep 38

Transcript

[00:00:00] Brandon Bruckman: So it's really, it's always in search of what's the best thing we can find for our clients to generate great returns? It's always constantly in search of that, and that's how we stumble upon some of these opportunity

[00:00:20] Tim Little: Hello everyone and welcome to The Journey to Multifamily Millions. I'm your host, founder, and CEO of ZANA Investments, Tim Little, and on today's show we have Brandon Bruckman. Brandon is an investment advisor with Insigh

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