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Real Estate Financial Coach Podcast Episode 10: Planning for 1031 Exchanges and Delaware Statutory Trusts with Scott Jensen, CFP®

In episode 10, Dave Rowan, CFP®, MBA, is joined by fellow Real Estate Financial Coach Course co-founder Scott Jensen, CFP®, for a detailed discussion on 1031 exchanges, Delaware Statutory Trusts (DSTs), and other advanced tax deferral strategies. They break down real-world case studies, clarify DST structures, and explain why planners should be cautious about deferred sales trusts.


In Episode 10 of the Real Estate Financial Coach Podcast, we will cover:


🏡What to know about 1031 exchange rules and timing [00:01:09]

🏡Reverse exchanges: benefits, risks, and structure [00:03:59]

🏡Using DSTs for passive income and portfolio transition [00:15:30]

🏡Diversification and tax planning with DSTs [00:18:56]

🏡Why planners should be cautious with deferred sales trusts [00:24:45]





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About the Real Estate Financial Coach Podcast

The REFC podcast is a financial planning resource for real estate investors and the financial planners who serve them. Learn real estate financial planning concepts and real estate business coaching tools from our experienced course instructors.



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The Real Estate Financial Coach course is for educational purposes only. None of the information provided in this course is intended as investment, tax, accounting, or legal advice, nor as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, real property, or other securities or non-securities offering. The information should not be relied upon for purposes of transacting securities or other investments, including real estate. Your use of the information is at your sole risk. All information or ideas provided should be discussed in detail with an advisor, tax professional or legal counsel prior to implementation.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

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