1031 Exchange Basics: The Tax-Free Exit Strategy for Your Rental Property

1031 Exchange Basics: The Tax-Free Exit Strategy for Your Rental Property

 Details

When:                        Thursday, December 10, 2026, from 11:00 A.M. – 12:00 P.M. (Noon)

How to Attend: Exclusively for AAGLA Members. Please log in to register.

If you are thinking of selling your rental property, but have concerns about taxes and timing, getting some advice about the right approach and exit strategy is critical. Going down the right path and making the correct decision can significantly impact your financial future.

During this webinar, we’ll explore many of the common exit options that are available when selling an investment property. During this webinar, attendees will gain a clear understanding of available options and how decision-making can affect tax obligations, wealth-building potential, and long-term financial goals. Whether you’re seeking passive income through a 1031 Exchange or planning a full exit from property management, this session will help you make the most informed and profitable decision.

This webinar will provide you with the information you need when selling your properties and will teach you how to eliminate capital gains taxes by taking advantage of a 1031 Exchange. By attending this free, live webinar, you will gain a solid understanding of tax-deferred 1031 Exchanges and how they work. We will teach you about 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. We will also discuss how to optimize the success of your 1031 Exchange, and 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.

Selling your investment properties can expose you to up to 42.1% in tax liabilities, which could significantly impact your financial outcomes. This webinar equips you with the tools to quickly calculate your tax liabilities and introduces key strategies to help you defer—and potentially eliminate—these taxes through the effective use of 1031 Exchanges. The session will also include a demonstration of free tools and resources to guide your sales and Exchange strategies.

Hosted by 1031 Exchange expert, Joe Sera of Sera Capital, we will cover:

• Discover tax savings of a 1031 Exchange and various investment alternatives. Learn how to leverage passive income potential and benefits
• Learn about the tax categories impacting property sales, and explore free, tax-planning tools and resources.
• Understand the benefits of the 721 UPREIT Exchange, a strategy that converts a DST position into operating partnership units in a large public REIT — continuing tax deferral while gaining diversification, potential liquidity, and institutional management.
• Discover advanced tax-saving strategies via 1031 Exchanges
• Considerations on when the best time is to sell your property, including market trends and opportunities you must always consider when it comes time to sell your property.
• Learn about the DST market and the best locations and market sectors for placement of your proceeds from a 1031 exchange.
• IRS rules and timing requirements: How you can eliminate capital gains tax for you and your heirs.
• Popular 1031 Exchange strategies, and 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.

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.

Presenter:

Joe Sera, Vice President, Sera Capital

Joe Sera has been a Vice President of Sera Capital since 2021. He works with high-net-worth individuals, families, and financial advisors navigating the transition from active ownership to tax-efficient passive income. Prior to joining Sera Capital, Joe was a Vice President at Murphy Commercial Real Estate, which is a Team of Hyatt Commercial. He is a Registered Investment Advisor Representative. He holds a B.S. in Finance from the University of Maryland.

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: 

Sera Capital

Sera Capital is a fee-only fiduciary advisory firm specializing in Delaware Statutory Trust investments and 721 UPREIT strategies. Our DST advisors help you compare sponsors, properties, fees, debt, projected income and exit options before you commit. Whether you're reviewing your first DST offering or comparing a broker's recommendation, we help you understand what you would own and how it fits your goals. Planning a property sale? Our 1031 exchange advisors help you evaluate DST replacement-property options while coordinating with your qualified intermediary, CPA and attorney. For more information, call Sera Capital for a free consultation at (443) 665-0866, or go to https://seracapital.com/.