Instead of selling your stock and realizing a taxable gain, you contribute shares (or cash) into the Pod’s exchange-fund sleeve. In return, you get an ownership interest in a diversified portfolio of securities along with private jet access.
Because this contribution qualifies as a tax-deferred exchange under IRS Sections 351 and 721, the capital gains on your contributed stock are deferred, not realized. This allows you to diversify your holdings and gain potential upside from the pooled portfolio — without immediately triggering capital gains tax.
Please read our full disclosures before making an investment decision.