Real Estate Strategies That Defer Capital Gains Taxes

A plain-English guide to 1031 exchanges, Delaware Statutory Trusts, and the step-up in basis at passing.

Selling an appreciated property can trigger a tax bill that eats a third of your gain. This free guide breaks down, in plain English, the strategies real investors use to defer that tax — including a real Santa Barbara case study where $176,000 in capital gains was deferred.

• Cost basis and the step-up in basis, explained simply

• How a 1031 exchange actually works, with real numbers

• Delaware Statutory Trusts — a tool the wealthy have used for decades

• A real case study: from tired landlord to passive income