Portfolio Diversification Opportunities

Jan 18, 2023, 11:00 PM

Jeffrey Bangerter, President & Financial Coach Bangerter Financial Services, Inc., joins Mark to talk about real estate opportunities that allow accredited investors to diversify their portfolios in a tax beneficial way.  They cover everything from 1031 exchanges, Delaware Statutory Trusts (DSTs) and Opportunity Zones to how the current state of the economy is affecting investment decisions.  Tune in for a highly informative discussion with this seasoned financial advisor.
https://bangerterfinancial.com/
www.facebook.com/BangerterFinancialServices/
twitter.com/bangerterfin
www.linkedin.com/company/bangerter-financial-services-inc/
www.youtube.com/channel/UCQOhc18OMD-AepMaEQxbSRA

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Mark Haney is a serial entrepreneur that has experience growing companies worth hundreds of millions of dollars. He is currently the CEO and founder of HaneyBiz 
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This video includes personal knowledge, experiences, and opinions about Angel Investing by seasoned angel investors.  This content is for informational purposes only and should not be construed as legal, tax, investment, or financial advice.  Nothing in this video constitutes a solicitation, recommendation, or endorsement.

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