IN-PERSON Lunch and Learn: 1031 Exchange & Delaware Statutory Trust “DST” Education

Lunch and Learn: The Ultimate 1031 Exchange Hour

“Make Your 1031 Exchange the Best It Can Be with These Incredible Tips” + FREE Lunch!

When:                         Thursday, March 7, 2024, from 12:00 P.M. (Noon) – 1:00 P.M.

How to Attend:           Please Login to Register 

Location:                     Apartment Association of Greater Los Angeles, 621 South Westmoreland Avenue, Los Angeles, CA

Parking:                      Free (in Back of Building)

Presented by DSTs 1031 Investments, the 1031 Exchange and Delaware Statutory Trust experts…Have you been considering selling an investment property? Join us in discovering the advantages of Delaware Statutory Trust (DST) fractional property investments. Utilizing DSTs enables investors like you to trade their properties for fractional ownership in institutional-quality real estate. Come learn from the recognized experts at DSTs 1031 Investments – they are acutely aware of the complexities associated with selling appreciated real estate. They are experts at managing capital gain tax deferral on appreciated properties, securing a consistent passive cashflow, and identifying suitable replacement properties within the confines of your 1031 exchange timeline that can pose significant challenges.

By attending this webinar, discover:

• The many untapped advantages of a 1031 Exchange are beyond just deferral of taxes.
• Important strategies that will ensure you maximize your 1031 Exchange transaction.
• Step-by-step process for performing a 1031 Exchange outside of California.
• What’s available? Learn how to invest in favorable property types and locations for your 1031 Exchange.
• Discover the 8 benefits of a passive replacement for investment property
• Where to find intuitional-quality passive income replacement property. Learn about Delaware Statutory Trust (DST) properties.

A Delaware statutory trust (DST) is a unique real estate investment method allowing multiple investors to buy fractional shares in large commercial properties, which would be challenging for individual investors to access alone. DSTs offer passive property ownership and diversification for those looking to sell appreciated real estate through a 1031 Exchange. These trusts, established in 1947, gained IRS approval in 2004, enabling investors to use them for 1031 Exchanges, potentially deferring taxes on property sales while benefiting from professional management.

DSTs 1031 Investments works with—not for—30 firms that offer DST investments covering a wide range of asset types, including multifamily, student housing, necessity-based retail (e.g., CVS, Walgreens, Walmart, Dollar General), self-storage and industrial properties. This means their focus is on making sure clients invest in the DST that is right for their investment goals and portfolio, versus haphazardly gathering up investors for a firm or offering.

Presenter(s):

Becky Eriksson, Partner, DSTs 1031 Investments

As a licensed DST Registered Representative with Cabin Securities, Becky Eriksson helps clients to place their 1031 funds into Delaware Statutory Trust (DST) offerings as a solution for deferring their high capital gains tax. She also handles other alternative private placement offerings, such as Real Estate Investment Trusts (REITs) and Opportunity Zones. She holds series 22 and 63 securities licenses.

She got her start in the industry at Marcus & Millichap, where she specialized in acquiring and disposing of multifamily assets. In her 5-year tenure there, she sold more than $50 million of apartments and net lease assets. Becky Eriksson has spent her career helping clients structure transactions to best fit their investment goals. She received her bachelor’s degree in business marketing with a minor in quality assurance management from California State University, Northridge.

Sam Bhushan, President / Owner, DSTs 1031 Investments

Sam Bhushan has over 30 years of principal investing, commercial real estate, and capital raising experience. In addition, he has been a licensed FINRA Securities Registered Representative for 13 years. He holds securities licenses 7, 22, 62 and 63. Mr. Bhushan along with his Family Office have fractional ownership interests and direct interest in substantial commercial real estate investments nationwide – including multifamily, residential, retail, self-storage and senior living investments. His family has been using the 1031 Exchange since 1970. He has been actively involved in the commercial real estate industry during his entire career, and his experience includes the acquisition, management, divestment and syndication of more than $4 billion in commercial real estate properties. Mr. Bhushan holds a BA in Social Science from the University of California at Irvine and an MBA from California State University, Fullerton.

Featured Sponsor(s):

DSTs 1031 Investments (a/k/a, Cabin Securities)

Considering selling an investment property? Discover the advantages of DST fractional property investments. Utilizing a DST enables numerous investors to trade their properties for fractional ownership in institutional-quality real estate. Here at DSTs 1031 Investments, we are acutely aware of the complexities associated with selling appreciated real estate. Managing capital gain tax deferral on appreciated properties, securing a consistent passive cashflow, and identifying suitable replacement properties within the confines of your 1031 exchange timeline can pose significant challenges. This is where our expertise comes into play. Reach out to us today to explore whether a DST investment aligns with your goals or to explore the array of fractional ownership opportunities currently available. You can contact us at (818) 923-3289.

WARNING:  THE INFORMATION PROVIDED DURING THIS SESSION IS FOR GENERAL INFORMATION PURPOSES ONLY. ABSOLUTELY NO LEGAL OR TAX ADVICE IS BEING GIVEN DURING THIS WEBINAR.  BEAR IN MIND THAT EVERY SITUATION IS UNIQUE, AND THE LAWS, RULES AND REGULATIONS ARE SUBJECT TO CHANGE AT ANY TIME.  SO, BEFORE ACTING, BE SURE TO OBTAIN TAX AND/OR LEGAL ADVICE FROM A LICENSED PROFESSIONAL.

IMPORTANT INFORMATION: The information herein has been prepared for educational purposes only and does not constitute an offer to purchase or sell securitized real estate investments. Such offers are only made through the sponsor's Private Placement Memorandum (PPM), which is solely available to accredited investors and accredited entities. Examples are for illustrative purposes and are not representative of future results. There are risks associated with investing in real estate properties, including, but not limited to, loss of entire investment principal, declining market values, tenant vacancies, and illiquidity. Because investor situations and objectives vary, this information is not intended to indicate suitability for any investor. This material is not to be interpreted as tax or legal advice. Please speak with your own tax and legal advisors for advice/guidance regarding your situation. DST 1031 properties are only available to accredited investors (generally described as having a net worth of over $1 million exclusive of primary residence) and accredited entities only. If you are unsure if you are an accredited investor and/or an accredited entity, please verify with your Certified Public Accountant and Attorney. Securities are offered through Cabin Securities, Inc. (Cabin), a member of FINRA / SIPC. DSTs 1031 Investments is independent of Cabin Securities, Inc.

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