On this episode of Passive Income Pilots, Tait and Ryan interview Brandon Bruckman, an investment advisor and RIA with Insight Advisors. Brandon specializes in helping clients invest passively in Delaware Statutory Trusts (DSTs), 1031 exchanges, and Opportunity Zone (OZ) funds. With a diverse background in financial services, logistics, pharmaceuticals, and hedge funds, Brandon brings a wealth of knowledge and experience to the table. He shares insights on structuring the sale of real estate to defer taxes, providing creative solutions for investors with highly appreciated assets. Brandon's expertise helps clients achieve tax-deferred status and improve their overall lifestyle. Enjoy the show!
Timestamped Show Notes
(00:25) Intro
(02:19) Tait and Ryan provide clarity on DSTs, 1031 exchanges, and OZ funds prior to the interview
(04:37) Brandon Bruckman’s bio
(05:42) Ryan introduces Brandon
(07:43) Clients' options for getting tax-deferred
(10:40) The three pain points they are solving for clients
(12:32) Deep dive into 1031s
(13:58) The process of getting tax-deferred when doing a 1031 Exchange
(15:38) Assisting accidental investors with finding a CPA
(18:01) Due diligence on vetting investors and Brandon's background
(23:08) What is their firm's role?
(24:00) What is an Opportunity Zone?
(25:05) The difference between a 1031 Exchange and an Opportunity Zone
(26:23) When is the tax bill due?
(33:33) Will you see how funds are performing before jumping in?
(36:15) What are their firm's other offerings?
(38:30) Outro
Connect with Brandon Bruckman
Email: Brandon@investwithinsight.com
LinkedIn: https://www.linkedin.com/in/brandonbruckman/
Brandon Bruckman: Exit Strategies & 1031 Exchanges
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Legal Disclaimer
The content of this podcast is provided solely for educational and informational purposes. The views and opinions expressed are those of the hosts, Tait Duryea and Ryan Gibson, and do not reflect those of any organization they are associated with, including Turbine Capital or Spartan Investment Group. The opinions of our guests are their own and should not be construed as financial advice. This podcast does not offer tax, legal, or investment advice. Listeners are advised to consult with their own legal or financial counsel and to conduct their own due diligence before making any financial decisions. The hosts, Tait Duryea and Ryan Gibson, do not necessarily endorse the views of the guests featured on the podcast, nor have the guests been comprehensively vetted by the hosts. Under no circumstances should any material presented in this podcast be used or considered as an offer to sell, or a solicitation of any offer to buy, an interest in any investment. Any potential offer or solicitation will be made exclusively through a Confidential Private Offering Memorandum related to the specific investment. Access to detailed information about the investments discussed is restricted to individuals who qualify as accredited investors under the Securities Act of 1933, as amended. Listeners are responsible for their own investment decisions and are encouraged to seek professional advice before investing.