Brett Swarts

Brett Swarts

Owner / Broker
DRE: 01774876
  •   5   (1 review)

Brett's sales performance at a glance

See how Brett has performed in the last 12 months on RateMyAgent*

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*Includes all properties sold (last 12 months) where the agent was a part of the transaction and published on ratemyagent.com. It may not be complete and can exclude off-market, private sales and undisclosed pricing and sold dates. Contact agent for full sales history.

About Brett

Hello, I'm Brett Swarts, an entrepreneur, Founder of Capital Gains Tax Solutions where I serve as a Deferred Sales Trust Trustee. As a SUCCESS® Certified Coach, I bring a unique approach to exit planning using the DST, real estate investment and wealth management. As the founder of Capital Gains Tax Solutions, I lead a dedicated team in helping a wide range of clients create and preserve wealth through strategic real estate, securities and business investments. My specialty is in Deferred Sales Trusts, a potent capital gains tax deferral strategy. Throughout my career as a DST Trustee and CA real estate broker, I've closed over $500 million in Commercial Real Estate Brokerage and Deferred Sales Trust transactions. In addition to my direct work with clients, I host the Capital Gains Tax Solutions and Expert CRE Secrets podcasts, where I interview industry leaders on wealth management, real estate, business growth, and tax strategies. As a licensed California Real Estate Broker and active CRE investor, my skill set spans various sectors of real estate. I am the best-selling author of "Building a Capital Gains Tax Exit Plan" and a sought-after speaker at professional events. My mission is to inspire and equip high net-worth individuals and their trusted advisors to create and execute transformational, tax-deferred optimal timing exit plans. My ultimate goal is to help my clients make an impact with their wealth for their families and communities.

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Brett's reviews

  5  
Brett has 1 reviewsacross 1 different locations, showing 1.
Review Brett
Seller review
Knowledgeable, Reliable and Honest
over 2 years ago
Knowledgeable, Reliable and Honest

I can't recommend Brett Swarts highly enough! As someone navigating the intricate maze of real estate investment, my situation was further complicated by a partnership separation. My partner needed his half of the cash at closing, which scuttled our plans to purchase 21 units we had lined up. This is where Brett stepped in with unparalleled expertise. Not only did he sell my property for an excellent price, but he also provided creative solutions for deferring capital gains tax—without resorting to a 1031 exchange, which wasn't an option for us due to the immediate cash requirement. His nuanced understanding of the Deferred Sales Trust, 1031 exchange and investment strategies saved the day. His knowledge goes beyond traditional methods, offering innovative solutions that unlock freedom and flexibility for investing vs being stuck in a 1031 exchange timeline. (capitalgainstaxsolutions.com) What really sets Brett Swarts apart is his consultative approach. He took the time to understand the unique challenges posed by my partnership and guided me through a labyrinth of options. If you're in a complex real estate situation and need not just a broker, but a trusted advisor, look no further than Brett Swarts.

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Brett's properties

Brett hasn't had any property sale activity in the last 12 months

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