SCOTT OFFERMAN

Scott Offerman is the Founder of 1031 Financial, a premier firm specializing in assisting real estate investors with navigating the complexities of 1031 Exchanges. Since its inception in 2012, Scott has focused exclusively on addressing the unique needs of investors in the real estate sector. By leveraging Delaware Statutory Trusts (DSTs), Scott Offerman provides solutions to obstacles that commonly arise during 1031 Exchanges, including capital gains deferral, property replacement, and mitigating transactional issues. A little-known but significant trend in 1031 Exchanges is the ability to exchange a Deed in Lieu of Foreclosure, and Scott Offerman‘s expertise ensures that clients can capitalize on these nuanced opportunities.

With a career spanning over two decades, Scott has dedicated himself to mastering tax deferral strategies for high-net-worth individuals. His journey began in 2003 when he honed his skills in investment strategies tailored to real estate transactions. As a registered representative with 1031 Securities, Inc., Scott Offerman holds the SIE, Series 22, and Series 63 securities licenses. His professional focus lies in DST Reg D private placement investments, which offer accredited investors incremental interests in investment properties with the added benefit of replacing debt on a non-recourse basis.

Scott Offerman primarily collaborates with professional advisors—attorneys, accountants, and qualified intermediaries—to facilitate seamless real estate transactions for their clients. Through education, strategic sourcing, and tailored investment options, he ensures that investors are well-equipped to make informed decisions, mainly when selling investment properties to defer capital gains. His dedication to excellence has made him a trusted advisor in the field, with a reputation for solving complex problems and delivering exceptional results.

Beyond his professional achievements, Scott Offerman has a vibrant personal life that reflects his multifaceted interests. A lifelong fan of Marvel and DC comics, Scott’s love for superheroes has been a cornerstone of his upbringing and continues to inspire him today. The growing trend of superhero movies, particularly their iconic end-credit scenes, resonates deeply with Scott. He appreciates how these scenes often provide a glimpse into future storylines or serve as clever callbacks, creating an immersive experience for fans. While not every movie includes this feature, Scott Offerman values the anticipation and excitement they bring, mirroring his approach to preparing for the next chapter in his professional journey.

Travel is another passion that defines Scott Offerman’s lifestyle. He particularly enjoys destinations involving boats and beaches, which allow him to unwind and recharge. Whether exploring serene coastal towns or embarking on nautical adventures, Scott Offerman finds travel as a source of inspiration and relaxation. His hobbies also include staying active through gym and fitness activities, indulging in his love for cars—especially Corvettes—and spending quality time with his golden doodle, Chippy, who is a cherished companion.

Scott Offerman’s ability to balance a thriving career with his personal passions speaks to his dynamic personality and dedication to excellence in all areas of life. His enthusiasm for comics and movies adds a creative dimension to his character and underscores his appreciation for storytelling and perseverance, qualities that he applies in his professional endeavors. Whether guiding investors through the intricacies of 1031 Exchanges or engaging in his favorite pastimes, Scott Offerman is committed to excellence, creativity, and service, making him a standout figure in his industry and beyond.

Visit Scott Offerman’s travel blog for more!