Interest Rates and Inflation: Where Do We Go From Here?

Interest Rates and Inflation: Where Do We Go From Here?

Presented by American 1031, The 1031 Exchange and DST Experts

When: 

Thursday, March 6, 2025, from 11:00 A.M. – 12:00 P.M. (Noon) 

How to Attend:        

Register Using the “Register Now” Button.

The value of our real estate is directly impacted by mortgage interest rates and inflation. But these signals are confusing and seem to change daily. What will happen to our property value? What are the numbers telling us?

The ongoing housing shortage may provide an opportunity for sellers to get a better price for their properties. This might seem to be good news, but keep in mind that for anyone who needs to buy a replacement property, the tables can turn, and you’ll be subject to the same circumstances — and high mortgage rates — as other buyers. Many factors are at play when it comes to buy / sell decision making, including interest rates, inflation, available inventory for purchase, and of course, the inevitable taxes.

Inflation is in an important factor and can have significant impacts on real estate values. The annual U.S. inflation rate had reached 8% in 2022, but over the last few years, aggressive moves from the Federal Reserve in the form of escalating interest rates have increased mortgage rates. With higher mortgage rates, one would normally expect downward pressure to be placed on property values, but in certain markets, we have seen that property owners have removed properties from the market leaving less available inventory for purchase. As a result, for certain markets, we have high interest rates that have driven up the cost of financing and mortgage rates while property values remain higher.

If you are seriously considering selling your investment property under today’s economic conditions, attend this free live webinar and gain a solid understanding of how inflation and interest rates must be part of the decision-making process, and learn how tax-deferred 1031 Exchanges work and may assist in avoiding the potential pitfalls of selling property under today’s inflationary and high interest rate conditions. During this webinar, we explore the benefits and drawbacks of a 1031 Exchange, Internal Revenue Service rules, and timing requirements. Learn how to develop strategies to meet your objectives, including exchanging into more favorable markets and identifying suitable replacement properties. Reserve your spot today! 

During the webinar, we will cover:

• How interest rates are set, and where they might be headed, including the history of U.S. interest rates.
• The relationship between interest rates, inflation, and property values - •Is it the right time to sell?
• 1031 basics - Defer Capital Gains taxes by completing a 1031 Exchange, but a 1031 Exchange can be more than just tax deferral.
• What exactly are DSTs (Delaware Statutory Trusts) and how do they work for exchangers?
• The “dos and don’ts” of any 1031 Exchange…IRS rules and timing requirements: How you can eliminate capital gains tax for you and your heirs.
• Hedges against inflation and considerations to take into account when buying or selling when interest rates are high
• Popular 1031 Exchange strategies, and benefits and drawbacks to consider, and the many untapped advantages of a 1031 Exchange are beyond just deferral of taxes.
• Step-by-step process for maximizing any 1031 Exchange transaction, including replacement property types that qualify. Selecting the most favorable property types and locations for your 1031 Exchange.

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.

Presenter:  

Adam J. Bryan, Founder, American 1031 
 
Adam was born, raised, and has lived all his life in Southern California. His early career included film production, network television analysis, and corporate marketing. Since 2002, when the IRS first gave formal guidance on the proper structure of a TIC (Tenant-in- Common) investment, and 2004, when they issued a revenue ruling on DSTs (Delaware Statutory Trusts) for 1031 exchanges, he has been at the forefront of the financial services industry, as both a real estate and securities professional. Adam has been a speaker at numerous industry trade shows and events. In 2002, he joined SCI Real Estate Investments, a leading sponsor of co-owned investment real estate. In 2009, he co-founded Savage Bryan Investments, and continued to service clients with their 1031 exchange needs. In 2013 he joined H&S Wealth Management, and later launched American 1031 to focus strictly on working with exchange clients. Over the course of his career, Adam has worked with hundreds of investors, and raised over $100 million in equity. Adam lives with his wife, two daughters, and his mother-in-law in Granada Hills, California.

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:  

American 1031

 American 1031 specializes in tax-deferred 1031 Exchange strategies and Delaware Statutory Trust (DST) investment property. They help investment property owners perform successful 1031 Exchanges by developing and implementing well-planned, tax-efficient transition plans carefully designed to meet their objectives. American 1031 generally focuses on two asset classes that have been performed over time; multifamily and self-storage. Only DST investment properties sponsored by experienced firms that show a track record of success dating back 10 years or more are presented for client considered. Their team of seasoned veterans of the 1031 co-ownership industry has been helping hundreds of clients navigate through various investment options. For more information, go to https://www.american1031.net/ or call (310) 903-6757.