How My Journey to the DST is similar to Michael Saylor’s journey to bitcoin
Brett Swarts
Best-selling author of Building a Capital Gains Tax Exit Plan, Closed over ? Billion in Deferred Sales Trust + Real Estate, Founder of Capital Gains Tax Solutions & Real Estate Investment Advisor
The Deferred Sales Trust: From Frustration to Mission
In the world of business and investments, the journey often begins with frustration and a desire for change. Michael Saylor famously said, "We adopted Bitcoin out of frustration and desperation, and then it became an opportunity, and then it became a strategy, and then it became an identity, and then it became a mission." When I reflect on my own journey with the Deferred Sales Trust (DST), this quote resonates deeply. My story follows a similar path, from frustration and desperation to a powerful mission with the ability to change lives.
The Beginning: Frustration and Desperation
After the 2008 crash, I found myself questioning everything. In the world of commercial real estate, I was facing a volatile market with no control over my success. Deals would close or not close, and my income would rise or fall with the unpredictable tides of the market. I felt like I was drowning. I just wanted to close the deal. I just wanted to add value to my clients, but it felt like I was failing at every turn.
During that time, I stumbled upon the Deferred Sales Trust, and it felt like a glimmer of hope. I thought to myself, "If this is true, it could change the game for me personally." The DST was a lifeline—something that could provide a way out of the volatility of the transactional world I was stuck in.
The Opportunity: A New Strategy for Growth
Over time, the Deferred Sales Trust stopped being a desperate attempt at survival and began to show real potential. It became a strategy—a strategy to grow my business and, more importantly, to break free from the transactional rat race of commercial real estate brokerage.
With the DST, I was no longer relying on a constant cycle of deal closures to determine my success. I could close enough Deferred Sales Trust business to generate recurring revenue, which meant that my income didn’t depend on a deal closing. The money would flow in, regardless of whether I closed new transactions or not. I realized that the strategy wasn’t just about financial success—it was about creating stability for my family and a sense of peace in a world that had felt chaotic and unpredictable.
The Transformation: From Strategy to Identity
As I gained more success with the Deferred Sales Trust, it stopped being just a strategy and became part of my identity. No longer was I merely a commercial real estate broker. I became a Deferred Sales Trust expert and trustee. My focus shifted from closing one deal to another to helping others understand the power of DSTs and how they could unlock financial freedom and flexibility.
The transformation wasn’t just about financial success—it was about a new career path, a new way of thinking about wealth, and a new identity. I wasn’t just helping clients close deals anymore. I was guiding them to opportunities that allowed them to keep more of their wealth and reinvest it for future growth.
The Mission: Unlocking Capital Gains and Multiplying Freedom
Today, the Deferred Sales Trust has become more than just a career—it’s my mission. In 2017, I launched my company with a clear vision: to empower mission-driven entrepreneurs and investors to unlock capital gains tax to mulitple their freedom and impact. We also are passionate about equipping and training business professionals how to do the same for their clients. We’ve worked with some of the best financial advisors, tax attorneys, CPAs, commercial real estate fund managers, and brokers, and we’ve been on a mission to bring this game-changing strategy to ultra-high-net-worth individuals who are looking for more than just financial success.
Our goal isn’t just about helping people defer taxes—it’s about helping them regain control of their financial future and create a legacy of impact. Our clients are business owners, bitcoin and real estate owners who are tired of their wealth being tied up in their illiquid assets, business, real estate or highly appreciated bitcoin. They want the flexibility to harvest their gains, reinvest their capital, and make a new difference in the world.
Conclusion: The Power of Action and Mission
Life presents us with opportunities. Sometimes, those opportunities come when we’re least expecting them—often born out of frustration or desperation. It’s how we act on these opportunities that defines our journey. What starts as a strategy can become part of who we are, and ultimately, if we embrace it fully, it can transform into our mission and our calling.
The Deferred Sales Trust has been that for me. What began as a way to survive became a strategy for growth, an identity I could embrace, and now, it’s my mission to share it with others. It’s not just about defering capital gains taxes, ditching the 1031 exchange, and eliminating estate taxes—it’s about creating financial freedom, helping people reclaim their lives, and making a positive impact on those in need. I haven’t looked back since launching my company, and I’m excited about the future ahead.
If you’re ready to learn how the Deferred Sales Trust can change your financial future and help you make a lasting impact, let’s talk.