1031 Exchange Fundamentals

Serious About Selling Your Investment Property?
Attend this free live webinar and gain a solid understanding of tax-deferred 1031 Exchanges and how they work. Explore the benefits and drawbacks, IRS rules, and timing requirements. Learn how to develop strategies that meet your objectives, including exchanging into more favorable markets and identifying suitable replacement properties.

Key Takeaways:

• IRS rules and timing requirements
• Benefits and drawbacks to consider
• Replacement property types that qualify
• Popular 1031 Exchange strategies

THE INFORMATION PROVIDED HEREIN IS FOR EDUCATIONAL PURPOSES ONLY. It 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) to accredited investors and entities. Examples are illustrative and not indicative of future performance. Investing in real estate involves risk, including potential loss of principal. Always consult your own tax and legal advisors for guidance.

1031 DST properties are available only to accredited investors (generally, a net worth of over $1 million excluding primary residence). If you are unsure of your accreditation status, consult your CPA or attorney. Securities are offered through Aurora Securities, Inc. (ASI), member FINRA/SIPC. Advisory services are offered through Secure Asset Management, LLC (SAM), a registered investment advisor. ASI and SAM are affiliated. Real Estate Transition Solutions (RETS) is independent of ASI and SAM.

Presenter:

Austin Bowlin, CPA and Chief Exchange Strategist, Partner at Real Estate Transition Solutions
Austin leads RETS' team of licensed 1031 Exchange advisors and analysts. He specializes in tax liability analysis, exchange strategies, entity structuring, DST investments, and more. He is a graduate of Gonzaga University with degrees in Accounting and Finance and holds Series 22, 63, and 65 licenses. He is also active in several nonprofit and policy organizations.

Moderator:

Daniel Yukelson, AAGLA Executive Director
Daniel Yukelson is a CPA and Executive Director of AAGLA. He has held CFO roles at Premiere Radio Networks and Oasis West Realty and has served on various city commissions in Beverly Hills.

A Featured Presentation By:

Real Estate Transition Solutions (RETS)
RETS is a consulting firm specializing in 1031 Exchange strategies and DST investments. For 26+ years, RETS has helped property owners implement tax-efficient transition plans. Learn more at re-transition.com/aagla or call (866) 352-3354.

Webinar Registration Ticket Price:
Member Ticket: $0.00
REGISTRATION ENDS: January 23, 2024

Featured Presentation By:

RETS