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Jeffrey Bangerter

Jeffrey Bangerter has been working in the Financial Services since 1979; helping his valued clients prepare for and enjoy a comfortable retirement.

Jeffrey has spent the time necessary to get all the licenses needed to be able to put together a proper plan. He is an Enrolled Agent Tax Professional, Mortgage Loan Originator, Investment Advisor Representative, Registered Securities Representative, Insurance Agent and has his Real Estate License.

We empower clients with knowledge to help make smart informed choices as they enter their Golden Years, we make things easy to understand so it becomes clear the direction that should be taken. Our goal is to help people maximize social security, create incomes, provide professional money management, protect your assets from long term care. Our clients know we have a commitment to provide the best solution for their individual situation utilizing our Social Security Planning and Retirement Planning software together to make sure they do not have a point in life where they run out of money.

Jeffrey has been seen frequently on Sacramento’s ABC and CBS affiliate TV Stations, providing timely financial information in an easy to understand format.

Jeffrey has been a resident of Orangevale, CA for over 25 years. When not helping clients increase their confidence about their financial futures, he enjoys boating with his children and grandchildren, traveling, learning something new or spending time with his wife on their Harley.

Recent posts

Is a DST Considered a Single Property or a Portfolio of Properties?

A DST’s sponsor is responsible for finding and acquiring properties, then packaging them for investment. While the trust itself retains ownership of the underlying property, investors participate by purchasing fractional ownership interests in the trust. 

DST By on Jan 19, 2023

How Do You Pay Taxes on a DST?

A Delaware Statutory Trust (DST) has the potential to offer benefits to accredited investors. Purchasing a DST gives an investor the opportunity to add commercial real estate exposure to their portfolio without the hassles that come with direct property management. DSTs have the potential to generate monthly income, plus a capital gain when the underlying property(ies) are sold at the end of the holding period.

DST Tax Planning Tax Tips Tax Management By on Jan 12, 2023

Evaluating a DST Sponsor Part 6: What to look for when assessing the management team

In this last part of our series on evaluating a DST sponsor, we focus on the sponsor's management team and several attributes you should look for when conducting your due diligence. Here are five characteristics you will want to explore.

DST By on Dec 14, 2022

Evaluating a DST Sponsor Part 5:  Assessing a sponsor's approach to DST fee structures

Many 1031 exchangers evaluating Delaware Statutory Trusts for their replacement property are often surprised to discover that offerings frequently have different fee structures. And while you may want to stay away from a sponsor who consistently promotes its offering as having the lowest fees, you do want to determine that the fees associated with the DST you ultimately select are fair and competitive.

DST By on Nov 16, 2022

Evaluating a DST Sponsor Part 4:  Does your sponsor help mitigate tenant concentration risk?

Experienced and vertically integrated DST sponsors are generally as skilled at managing investment properties as they are at identifying, underwriting, and acquiring real estate. And a priority of property managers responsible for operating multi-tenant assets is to secure favorable leases with a diversified group of quality tenants. In doing so, the sponsor can help manage the risk of losing tenants and incurring the expense of re-leasing a property.

DST By on Nov 02, 2022

Evaluating a DST Sponsor Part 3:  Know how a sponsor selects property types

As you evaluate DST offerings for your 1031 exchange replacement property and assess the sponsors of the DSTs you are interested in, you will want to explore each sponsor's perspective on the types of property it acquires. As important as a sponsor's track record and financial strength discussed in our earlier posts, the asset classes a sponsor chooses to own are critical in determining how a DST may perform.

DST By on Oct 19, 2022

Evaluating a DST Sponsor Part 2: Financial Strength and Property Financing Structures

In this second part of our series on evaluating a DST sponsor, we look at two financial aspects: the sponsor’s financial strength and the type of financing the sponsor uses when acquiring properties.

DST By on Oct 05, 2022

Evaluating a DST Sponsor Part 1: What to look for when assessing track record

If you are considering investing in a Delaware Statutory Trust (DST) as replacement property for your 1031 exchange, you will appreciate this series of posts. At Bangerter Financial, our investment professionals conduct rigorous due diligence on every DST sponsor before we even consider adding one of their offerings to our platform.

DST By on Sep 21, 2022

Why Doesn't My Real Estate Agent Know About 1031 Exchanges and DSTs

When it comes to buying and selling investment properties, a great real estate agent can make all the difference. However, if you’ve brought up the idea of replacing your property with a Delaware Statutory Trust (DST), you may have found that your agent has never heard of it. The truth is, this is not uncommon. While billions of dollars flow in and out of DSTs each year, it is an extremely niche industry. We often find that knowledgeable professionals like real estate agents, attorneys, and CPAs...

DST 1031 Exchange Alternative Investments By on Sep 07, 2022

How to Defer Capital Gains with a 1031 Exchange

If you own a rental property and you’re looking to sell it, now might be a good time. However, without a bit of planning, the capital gains taxes you’ll owe will take a big chunk out of your sales proceeds. The good news is, IRS tax code 1031 allows you to defer your capital gains and depreciation recapture taxes by selling your investment property and acquiring a similar property. This is known as a 1031 exchange, or a “like-kind” exchange. Not interested in acquiring the same type of property ...

1031 Exchange By on Aug 24, 2022