Can You Exchange Your Rental Property for a Better Lifestyle?

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Thursday, April 2, 2026

11:00 AM - 12:00 PM (PDT)

Live via Zoom!

Category: Member Webinars

Can You Exchange Your Rental Property for a Better Lifestyle?

Details

Date and Time: Thursday, April 2, 2026, from 11:00 a.m. – 12:00 p.m. (Noon)

How to Attend: Exclusively for AAGLA Members, Please Login to Register

Thinking about selling an investment property? Selling an investment property today is a major financial decision, and choosing the right strategy that fits with your estate planning requirements and tax situation can make a major difference. Selling and exchanging income property into a like kind property like a Delaware Statutory Trust (DST) offers investors one of the most tax-efficient ways to transition out of active property management while generating passive income and accessing institutional-grade real estate suited for estate planning purposes.

Richard Gann, JD, Managing Partner with 1031 Capital Solutions, will present compelling alternatives to traditional rental-housing ownership, including DSTs, pre-REIT properties and 1031-qualified mineral rights programs. When should you keep, sell or exchange your rental—and what are the best options for retiring from being an active landlord? Register now to find out.

During this webinar, you will gain a clear understanding of how real estate transactions can affect your tax obligations, wealth-building potential, and long-term financial goals, and how you can avoid all or a significant portion of any tax liability. Selling your investment properties can expose you to up to 42.1% in tax liabilities, which could significantly impact your financial decision making. This webinar gives you the tools you need to calculate your tax liabilities and discusses strategies to help you defer—and potentially eliminate—these taxes through the effective use of 1031 Exchanges. 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 more profitable decision.

Join this FREE live webinar to learn the latest real estate market trends and explore sale strategies, including a sale under a 1031 Exchange.

Webinar

Hosted by 1031 exchange expert Richard Gann, JD, this webinar will cover strategies to:

Eliminate or mitigate capital gains taxes – avoid exposure to up to 42.1% in tax liabilities.
Remove the need for active property management and tenant “headaches” you’ve been dealing with.
Identify top markets and high-value properties, and income property types
Aligning estate planning objectives with portfolio strategy, investment diversity an estate planning requirements.
Strategic Benefits of DST investments beyond tax saving and the wealth preservation and passive income benefits of DSTs.
IRS rules and timing requirements, and the “California Claw-Back” and how it impacts your decision making.
The many untapped advantages of a 1031 Exchange are well beyond just deferral of capital gains
And, much more! Your Q&A will help to lead the discussion.

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.

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. 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 offered through Concorde Investment Services, LLC (CIS), member FINRA/SIPC. Advisory services offered through Concorde Asset Management, LLC (CAM), an SEC-registered investment adviser. 1031 Capital Solutions is independent of CIS and CAM.

Presenter:

Richard (“Rick”) Gann, Managing Partner, 1031 Capital Solutions

Richard (“Rick”) Gann is a Managing Partner with 1031 Capital Solutions, which specializes in offering passive 1031 replacement programs for accredited investors. In 2025 alone, 1031 Capital Solutions has brokered $150 million in combined real estate value, mostly for mom-and-pop owners of rental housing properties. Rick is a graduate of UCLA and California Western School of Law. He has been a member of the State Bar since 1997.

Before transitioning to financial services, Rick practiced law for nine years in the fields of real estate taxation and estate planning. Rick proudly helped numerous clients manage taxes on their real-estate holdings and investments. His inspiration for helping property owners came from his grandfather, Paul Gann, author of California’s Proposition 13, which lowered property taxes and sparked a nationwide movement of fiscal conservatism.

Moderator:

Daniel Yukelson, Chief Executive and Executive Director, Apartment Association of Greater Los Angeles

Daniel Yukelson is currently the Chief Executive and 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 of

1031 Capital Solutions

1031 Capital Solutions is one of the premier firms in the United States for passive 1031 replacement programs. Through 2025 Q1, advisors in the firm’s network had 498 investing clients across 967 transactions into 312 unique investment programs, with over $627 million in total real estate value. And the remainder of 2025 significantly increased those statistics. Virtually all of 1031 Capital Solutions’ clients have the same motivations: to avoid punitive capital gains taxes, to transition away from active ownership, to improve their cash flow, and to simplify their estate plans. With its unique dedication to financial analysis, due diligence, advanced planning and outstanding investor support, 1031 Capital Solutions stands ready to help all property owners seeking to retire from being burdened landlords. To learn more about 1031 Exchanges and 1031 Capital Solutions, visit www.1031capitalsolutions.com/ or call us at (800) 445-5908.