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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

What is a Real Estate Investment Trust (REIT)?

A Real Estate Investment Trust (REIT) is a company that owns and operates income-producing real estate, such as apartments, shopping centers, office buildings, and hotel properties. REITs are typically publicly traded on a stock exchange, giving investors access to professionally managed, diversified commercial real estate portfolios. Investing in a REIT provides the investor with the potential to receive regular cash flow and capital appreciation.

Diversification Stock Market By Jeffrey Bangerter on Feb 01, 2023

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 Jeffrey Bangerter 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 Jeffrey Bangerter on Jan 12, 2023

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 Jeffrey Bangerter 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 Jeffrey Bangerter on Aug 24, 2022

Important Risks to Consider When Using a DST

While there are many potential advantages of investing in a Delaware Statutory Trust (DST), no investment is completely risk-free. Whether you’re considering a DST for portfolio diversification or you’re looking for a passive replacement property for your 1031 exchange, it’s important to fully understand what you’re getting into. Here’s a look at some of the potential challenges you’ll need to consider before purchasing a DST.

DST 1031 Exchange By Jeffrey Bangerter on Aug 10, 2022

Understanding the Tax Benefits of Oil and Gas Investing

Some of the most appealing aspects of oil and gas investments are the tax advantages embedded in several different types of investment programs. The oil and gas programs with the most significant tax benefits are direct participation programs (DPP), and they include: Exploratory drilling programs (commonly known as wildcatting) These programs involve searching for oil or gas in new unproven areas or non-producing formations. Exploratory programs are generally considered the riskiest type of oil ...

Oil & Gas By Jeffrey Bangerter on Jul 27, 2022

A Brief History of Oil and Gas Investing

In 1859, Edwin Drake drilled what many believe was the first oil well in the U.S. near Titusville, Pennsylvania. Drake could not have imagined how his discovery would create an industry that changed the world. Investment in oil and gas exploration increased over the next forty years, with activity expanding beyond the Appalachian Mountains into other areas of the country. Early drillers sought oil to refine into kerosene for lamps, a new lighting technology at the time.

Oil & Gas By Jeffrey Bangerter on Jul 13, 2022

What is a DST?

If you’ve been exploring commercial real estate opportunities or looking for a passive real estate investment, you’ve likely come across the term “DST.” This acronym stands for Delaware Statutory Trust, which is a legal entity created under Delaware state law. While a DST can be used for diversification in a wide range of portfolios, its structure of makes it popular among investors seeking a replacement property for their 1031 like-kind exchange. Although DSTs are not incredibly complex, it’s i...

DST By Jeffrey Bangerter on Jun 29, 2022

How to use a DST for your 1031 Exchange

Selecting an appropriate replacement property is one of the most important, and sometimes one of the most difficult, parts of successfully completing a 1031 exchange. Many investors who no longer want to deal with the hassle of direct property management choose to purchase a Delaware Statutory Trust (DST) as their replacement property. This is known as a DST 1031 exchange. The following guide will provide further information on the basics of how a DST 1031 exchange works and how it differs from ...

DST 1031 Exchange By Jeffrey Bangerter on Jun 15, 2022
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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation.  The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

Investment advisory services offered through Bangerter Financial Services, Inc., a state registered investment advisor. Securities offered through Concorde Investment Services, Inc. (CIS), member FINRA/SIPC. Advisory services offered through Concorde Asset Management, LLC (CAM), an SEC registered investment adviser. Insurance products offered through Concorde Insurance Agency, Inc. (CIA). Bangerter Financial Services, Inc. is independent of CIS, CAM and CIA. To access Concorde’s Form Customer Relationship Summary (CRS), please click here.

This site is published for residents of the United States only. Representatives may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined. Not all of services referenced on this site are available in every state and through every advisor listed. For additional information, please contact us at 916.965.1879.

There are material risks associated with investing in DST properties and real estate securities including liquidity, tenant vacancies, general market conditions and competition, lack of operating history, interest rate risks, the risk of new supply coming to market and softening rental rates, general risks of owning/operating commercial and multifamily properties, short term leases associated with multi-family properties, financing risks, potential adverse tax consequences, general economic risks, development risks, long hold periods, and potential loss of the entire investment principal. Past performance is not a guarantee of future results. Potential cash flow, returns and appreciation are not guaranteed. IRC Section 1031 is a complex tax concept; consult your legal or tax professional regarding the specifics of your particular situation. This is not a solicitation or an offer to sell any securities. DST 1031 properties are only available to accredited investors (typically have a $1 million net worth excluding primary residence or $200,000 income individually/$300,000 jointly of the last three years) and accredited entities only. If you are unsure if you are an accredited investor and/or an accredited entity please verify with your CPA and Attorney.

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