Scott Offerman is the Founder and visionary behind 1031 Financial, a firm dedicated to helping investors navigate the complexities of 1031 Exchanges and achieve their real estate investment goals. With nearly two decades of experience specializing in tax deferral strategies for high-net-worth individuals, Scott Offerman has built a reputation as a trusted advisor in the real estate investment community.
Scott Offerman began his professional journey in 2003, focusing on tax deferral strategies that empower investors to preserve and grow their wealth. Recognizing a significant gap in the market, he founded 1031 Financial in 2012 to address the unique needs of investors selling investment property and seeking to defer capital gains. By leveraging specialized Delaware Statutory Trusts (DSTs), Scott and his team provide tailored solutions to overcome the challenges and obstacles often encountered during the 1031 Exchanges. One of the lesser-known opportunities he highlights is the ability to utilize a 1031 Exchange for a Deed in Lieu of Foreclosure, showcasing his depth of knowledge and innovative problem-solving approach.
As a registered representative with 1031 Securities, Inc., Scott Offerman holds multiple securities licenses, including the SIE, Series 22, and Series 63. These credentials enable him to concentrate on DST Regulation D private placement investments, providing accredited investors with access to high-quality investment properties. Through these offerings, clients can benefit from incremental interests in properties and the ability to replace debt on a non-recourse basis—a critical advantage for many investors.
Scott Offerman collaborates closely with professional advisors such as attorneys, accountants, and qualified intermediaries, serving as a resource for their clients navigating real estate transactions. His commitment to education is evident in his efforts to inform and empower investors, ensuring they have a clear understanding of their options and the tools to make informed decisions.
Beyond his professional achievements, Scott Offerman is a passionate traveler who finds joy and inspiration in exploring new destinations. His favorite travel experiences often involve boats and beaches, where he can unwind and connect with nature. Whether it’s a serene seaside escape or an adventurous voyage on the water, travel serves as a source of rejuvenation and creativity for Scott, fueling his drive to help others achieve their financial aspirations.
Scott Offerman‘s enthusiasm for travel is matched by his other hobbies, which include fitness, cars—particularly Corvettes—and the world of comics and movies. Growing up immersed in Marvel and DC Entertainment, he deeply appreciates the storytelling and creativity these universes bring. He is especially fond of the end-credit scenes in superhero movies, which often hint at future storylines or provide a satisfying nod to fans. This attention to detail and anticipation resonates with his approach to business, where planning for the future and addressing client needs are always top priorities.
At home, Scott Offerman enjoys spending time with his golden doodle, Chippy, who brings warmth and companionship to his busy life. Balancing his professional responsibilities with personal interests, Scott exemplifies a well-rounded and purpose-driven approach to both work and leisure.
Through his leadership at 1031 Financial, Scott Offerman continues to make a meaningful impact on the lives of investors, helping them navigate the complexities of real estate transactions while pursuing their financial goals. His dedication, expertise, and passion for innovation ensure his clients are well-equipped to succeed in an ever-changing market.