SA229 | Developing Innovative, Tax-Efficient Investment Strategies with Robert Boggess

Robert Boggess

By doing a 1031 exchange, you can withhold gains from a property sale and wait for a more advantageous time, as well as diversifying your portfolio. Join our guest Robert Boggess as he explains more about this strategy, where you can receive passive income without being responsible for management.

Key Takeaways To Listen For

  • Delaware Statutory Trust 1031 Exchange
  • Fundamentals of 1031 Exchanges
  • FAQs for new investors
  • How to analyze an investment opportunity
  • Rules on a 1031 Exchange
  • Is DST an empire-building device?
  • A different approach to real estate investing

About Robert Boggess

Robert L. Boggess is the CEO and Chief Strategist for IREXA Financial Services/Wealth Strategies. He has been helping investors build, manage and preserve financial wealth for 30 years. Bob’s focus is developing innovative, tax-efficient investment strategies. 

Bob specializes in developing Tax-Efficient Investment Strategies by providing investment solutions that assist his clients in meeting their goals and objectives using: real estate, financial instruments, alternatives, and insurance products. His strategies focus on wealth building, wealth maintenance, wealth protection, and estate planning, while minimizing taxable impacts. 

Please visit our website: www.bonavestcapital.com and please click here, to leave a rating and review!

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