Article published on July 20 | Andy Hagans | https://altsdb.com/2022/07/justin-white-038/
In an era of high inflation and possible tax hikes, it’s important for HNW investors and their advisors to focus on “triple net returns,” and especially proven ways to mitigate capital gains tax liability.
Justin White, managing director at Centennial Advisers, joins the show to discuss smart strategies that HNW investors should employ when completing a 1031 exchange, plus some other tax-advantaged strategies to consider.
Episode Highlights
- Four tips for High Net Worth investors to consider when considering a 1031 exchange.
- Why advisors are increasingly willing to facilitate 1031 exchanges with the assistance of other expert professionals.
- The types of replacement properties that are currently popular with 1031 exchange clients.
- Several reasons why Centennial’s clients tend to benefit from completing a 1031 exchange (even aside from the tax benefits).
- The effect of higher interest rates on the commercial real estate market (and one sector that’s still as hot as it’s ever been).
- A comparison between the 1031 exchange program and the Opportunity Zones tax program, and when it makes sense to take advantage of each.
For the full transcript of the conversation please visit https://altsdb.com/2022/07/justin-white-038/
About The Alternative Investment Podcast
The Alternative Investment Podcast covers new trends in the alternate investment landscape. Hosts Jimmy Atkinson and Andy Hagans discuss tax-advantaged investment strategies to help you grow your wealth.