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
  

Resources:

• Listen to the latest episodes of Common Area
  

Connect With Louis Rogers:

• LinkedIn: Louis Rogers
  
• Capital Square
  

Connect With David Bodamer:

• david.bodamer@informa.com 
  
• WealthManagement.com
  
• WMRE
  
• LinkedIn: David Bodamer
  
• LinkedIn: Informa
  

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.