Welcome to the Maximizing Outcomes podcast, brought to you by Jim McGovern and the McGovern Wealth Group. Achieving bigger and better results with money, family, and business isn't about creating a bigger to-do list for yourself. It's about who can help you create results, without you having to do all the work. Listen as we provide uncommon perspectives, powerful resources, and experienced people that can help you Maximize Outcomes in your life.
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Welcome to the Maximizing Outcomes podcast, brought to you by Jim McGovern and the McGovern Wealth Group. Achieving bigger and better results with money, family, and business isn't about creating a bigger to-do list for yourself. It's about who can help you create results, without you having to do all the work. Listen as we provide uncommon perspectives, powerful resources, and experienced people that can help you Maximize Outcomes in your life.
Tax-Optimized Real Estate Strategies: 1031 Exchanges and Delaware Statutory Trusts with Ryan Perri (Ep. 56)
Maximizing Outcomes
28 minutes 50 seconds
10 months ago
Tax-Optimized Real Estate Strategies: 1031 Exchanges and Delaware Statutory Trusts with Ryan Perri (Ep. 56)
Have you ever wondered how savvy real estate investors grow their portfolios without hefty tax bills? Or how you can invest in large commercial properties without the hassle of being a landlord?
Dive into this episode of Maximizing Outcomes with Jim McGovern as we explore these game-changing strategies!
In this episode, Jim is joined by Ryan Perri from Inland Securities Corporation to unpack two powerful tools: the 1031 exchange and Delaware statutory trusts. Discover how these strategies can transform your real estate investing approach—deferring taxes and diversifying your investments seamlessly.
Jim and Ryan discuss:
What a 1031 exchange is and why it's a go-to strategy for deferring capital gains taxes
The role of a qualified intermediary in the exchange process
Understanding like-kind property and its requirements
The benefits of Delaware statutory trusts for passive real estate investing
And more!
Connect with McGovern Wealth Group:
jmcgovern@mcgovernwealth.com
info@mcgovernwealth.com
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Connect with Ryan Perri:
LinkedIn: Ryan Perri
Inland Real Estate Investment Corporation
About our guest:
Ryan Perri has a strong background in finance and real estate investments. Ryan currently serves as the Senior Vice President at Inland Securities Corporation, where Ryan leads investment distribution and education in the Mid-Atlantic region. With a specialization in alternative investments such as private real estate and REITs, Ryan has also held various roles in institutional relations at Macquarie Group. Prior to their current position, Ryan worked as a Vice President of Sales at Resource Real Estate and as an Investment Advisor Representative at ING Financial Partners. Ryan holds a BSBA in Finance and Economics from Drexel University.
Maximizing Outcomes
Welcome to the Maximizing Outcomes podcast, brought to you by Jim McGovern and the McGovern Wealth Group. Achieving bigger and better results with money, family, and business isn't about creating a bigger to-do list for yourself. It's about who can help you create results, without you having to do all the work. Listen as we provide uncommon perspectives, powerful resources, and experienced people that can help you Maximize Outcomes in your life.
