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Time to Sell? The Latest Strategies for 1031 Exchanges in Today's Economy

Presented by the 1031 Exchange Experts at Real Estate Transition Solutions

Have you been thinking of selling your rental property but are uncertain about taxes and timing? This webinar will provide the latest economic insights and key factors to consider when selling properties through a tax-deferral 1031 Exchange. Explore current market trends, identify prime locations and sectors for 1031 replacement properties, and discover strategies to maximize tax benefits and passive income opportunities. Join us and learn how to effectively use 1031 Exchanges to enhance returns in the current economic climate.

Attend our free live webinar and learn how 1031 Exchange Delaware Statutory Trust (DST) property can be a game-changer for real estate investors. Gain insights into how DSTs can offer passive income, tax savings, diversification, and a hassle-free way to invest in institutional-grade properties. Discover the value of meticulous DST and 1031 Exchange due diligence from seasoned industry experts. This comprehensive session is designed to provide you with an in-depth understanding of the critical nature of due diligence, the vast benefits of DSTs, and the pivotal role a 1031 Exchange Advisor plays. You will learn everything you need to know about DSTs, from the basics to the more complex details.

If you are seriously considering the sale of your investment property, attending this free, live webinar you will give you a solid understanding of tax-deferred 1031 Exchanges and how they work. Learn the benefits versus drawbacks in any 1031 Exchange transaction, the IRS rules, and timing requirements. Learn how to develop strategies to meet your objectives and to “perfect” your tax-free exchange, including exchanging into more favorable markets, diversifying your risk and identifying suitable replacement properties.

Join us for this FREE, live webinar hosted by Austin Bowlin, Certified Public Accountant and Partner at Real Estate Transition Solutions (RETS), to gain valuable insights and explore dynamic strategies to make the most of your California 1031 Exchange. Reserve your spot today! During the webinar, we will cover:

  • Considerations on when is the best time to sell your property.
  • Market trends and opportunities you must always consider when it comes time to selling your property.
  • Learn about the top locations and and market sectors for your 1031 exchange.
  • Learn the strategies you need to maximize passive income potential.
  • Understand fundamentals of investing in Delaware Statutory Trust (DST) real estate.
  • Understand the due diligence process and the vast information available in the offering memorandum.
  • Learn the benefits and risks associated with DSTs.
  • Discover DST property types available to accredited investors.
  • IRS rules and timing requirements: How you can eliminate capital gains tax for you and your heirs.
  • Popular 1031 Exchange strategies
  • How a 1031 Exchange can easily simplify distribution and liquidation of assets.
  • The many untapped advantages of a 1031 Exchange are beyond just deferral of taxes.

A Delaware Statutory Trust or DST is a legal entity sanctioned by the Internal Revenue Service that allows you to hold title in real estate - DSTs are considered “like-kind” property that allows you to defer capital gains taxes in a Section 1031 Exchange. Investing in a DST allows you to earn passive income, continue to build your real estate portfolio, diversify your real estate holdings and avoid the hassles of managing property on your own.

Real Estate Transition Solutions (RETS) is a consulting firm specializing in tax-deferred 1031 Exchange strategies and Delaware Statutory Trust investment property. For over 26 years, we have helped investment property owners perform successful 1031 Exchanges by developing and implementing well-planned, tax-efficient transition plans carefully designed to meet their objectives. This is a basic to intermediate level discussion on the types of investments that are available to YOU, including making investments in all types of rental properties, both commercial and residential.  Come armed with all your 1031 Exchange related questions. Get the edge you deserve when it comes to understanding the power of wealth building tax-deferral and tax-exclusion strategies.

WARNING:  THE INFORMATION PROVIDED DURING THIS WEBINAR 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 Aurora Securities, Inc. (ASI), a member of FINRA / SIPC. Advisory services are offered through Secure Asset Management, LLC (SAM), a registered investment advisor. ASI and SAM are affiliated companies. Real Estate Transition Solutions (RETS) is independent of ASI and SAM.

Presenter:

Austin Bowlin, Certified Public Accountant and Chief Exchange Strategist and a Partner at Real Estate Transition Solutions

Austin Bowlin, Certified Public Accountant, is the Chief Exchange Strategist and a Partner at Real Estate Transition Solutions. As Chief Exchange Strategist, Austin leads the firm's team of licensed 1031 Exchange advisors and analysts and provides consultation on tax liability, deferral strategies, legal entity structuring, co-ownership arrangements, 1031 replacement property options, and Delaware Statutory Trust investments. He is a graduate of the Gonzaga University School of Business and is a FINRA Licensed 1031 Exchange Advisor and holds Series 22, 63, and 65 Licenses. He is on the Board of Directors for the Northwest Avalanche Center (NWAC), and a member of the advisory Board for the Washington Policy Center's Young Professional Group. Mr. Bowlin is a frequent speaker and contributor for real estate media and associations.

Moderator: 

Daniel Yukelson, AAGLA Executive Director

Daniel Yukelson is currently the Executive Director of The Apartment Association of Greater Los Angeles (AAGLA).  As Certified Public Accountant, Yukelson began his career at Ernst & Young, the global accounting firm, and since then had served in senior financial roles principally as Chief Financial Officer for various public, private and start-up companies.  Prior to joining AAGLA, Yukelson served for 12 years as Chief Financial Officer for Premiere Radio Networks, now a subsidiary of I-Heart Media, and then 3 years as Chief Financial Officer for Oasis West Realty, the owner of the Beverly Hilton and Waldorf Astoria Beverly Hills where he was involved with the development and construction of the Waldorf.  Yukelson also served for 6 years as a Planning Commissioner and for 3 years as a Public Works Commissioner for the City of Beverly Hills.

A Featured Presentation By: 

Real Estate Transition Solutions

Real Estate Transition Solutions (RETS) is a consulting firm specializing in tax-deferred 1031 Exchange strategies and Delaware Statutory Trust investment property. For over 26 years, we have helped investment property owners perform successful 1031 Exchanges by developing and implementing well-planned, tax-efficient transition plans carefully designed to meet their objectives. Our team of licensed 1031 Exchange Advisors will guide you through the entire process, including help selecting and acquiring passive management replacement properties best suited to meet your objectives. To learn more about 1031 Exchanges and Real Estate Transition Solutions, visit www.re-transition.com/aagla or call us at (866) 352-3354.

Webinar Details:

Date: Tuesday, May 21

Time: 11:00 am – 12:00 pm PST

Location: Virtual Webinar!

Cost: Free for AAGLA Members

Ticket Price
Member Ticket $0.00

REGISTRATION ENDS

MAY 21, 2024

Featured Presentation By:

Panelist(s):

Austin Bowlin
Austin BowlinCertified Public Accountant and Chief Exchange Strategist and a Partner at Real Estate Transition Solutions

Moderator:

Daniel Yukelson
Daniel YukelsonExecutive Director, Apartment Association of Greater Los Angeles
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