Unlocking Passive Income: Investing in 1031 DST Replacement Properties
Tuesday, March 19 @ 11:00 am - 12:00 pm
| Free for AAGLA MembersUnlocking Passive Income: Investing in 1031 DST Replacement Properties
Presented by the 1031 Exchange Experts at Real Estate Transition Solutions
When: Tuesday, March 19, 2024, from 11:00 A.M. – 12:00 P.M. (Noon)
How to Attend: Exclusively for AAGLA Members, Please Login to Register
Discover the secret to passive income investing. Attend our free live webinar and learn how 1031 Exchange Delaware Statutory Trus (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. 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:
- Understand fundamentals of investing in Delaware Statutory Trust (DST) real estate.
- 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
- Acceleration of wealth accumulation and how you can increase the income potential for your beneficiaries.
- 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.
