Is Now the Right Time to Sell? Transition from Landlord to Investor

Is Now the Right Time to Sell? Transition from Landlord to Investor.

With rising insurance premiums, escalating repair and property management costs, and a wave of new tenant-friendly legislation, many real estate investors are questioning whether the effort and expense of active property ownership still makes sense: Is now the right time to sell?

If you own highly appreciated investment property and are unsure of your next move, attend this session to learn how to defer taxes, reposition capital into more passive structures, and protect your legacy — all while navigating an unpredictable economic environment.

 Details

When:                         Thursday, September 18, 2025, from 11:00 A.M. – 12:00 P.M. (Noon)

How to Attend:           Exclusively for AAGLA Members, Logged In Users Can Register Using the “Register Now” Button.

Join us online for a powerful and practical discussion led by Jon Taylor of JRW Investments, one of the country’s leading voices on 1031 Exchanges and Delaware Statutory Trusts (DSTs). Whether you're actively preparing to sell or simply evaluating your options, this free webinar will equip you with the strategic tools you need to make informed decisions. 

During this webinar, we will cover:

• How rising insurance costs, repair expenses, and property management fees are squeezing real estate investors’ net income
• Why increasing regulation and shifting landlord-tenant laws are prompting many investors to reevaluate active property ownership in retirement planning
• How a 1031 Exchange works — and why it’s about much more than just deferring capital gains taxes
• What are Delaware Statutory Trusts (DSTs) and how are investors taking advantage of this investment vehicle
• The IRS “rules of the road” — identification, timing, and the most common exchange mistakes to avoid
• How to use the 1031 Exchange to transition into passive income, diversify your portfolio, or exit active management
• Estate and tax planning benefits of DSTs and how step-up in basis works with deferred gains
• Key criteria for selecting high-quality institutional real estate as your replacement property

This will be a live, interactive, online learning session. Live Q&A will take place throughout the online seminar. Please join us for what will surely be an extremely informative and timely presentation. Please log in to register on our website at www.aagla.org/events. If you have any questions, please contact Events Manager, Diana Alcaraz, via email at diana@aagla.org. We look forward to seeing you.

 Important Disclaimer: The information and materials provided during this presentation is for general information purposes only. Absolutely no legal or tax advice is being given during this presentation. Keep 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 your licensed professional.

About Our Seminar Leader and Expert

Jon Taylor, Registered Representative, JRW Investments

 Jon Taylor, Registered Representative at JRW, is known for his consultative approach and deep expertise in the 1031 Exchange and DST marketplace. He regularly speaks at industry events and investor summits nationwide. Jon lives in Southern California with his wife and three daughters

Presenting Sponsor:

JWR Investments

With over 20 years of experience advising real estate investors, JRW Investments specializes in helping clients transition from actively managed properties into tax-efficient portfolios using Delaware Statutory Trusts (DSTs) and other structured real estate programs. The firm participates in hundreds of 1031 exchange transactions each year and has facilitated billions of dollars in tax-deferred investments designed to solve tax challenges and protect long-term wealth. At the core of JRW’s approach is a commitment to understanding each client’s unique financial position, tax exposure, and investment objectives before making any recommendations. Jon and his team conduct rigorous due diligence on every DST offering they consider, helping clients navigate complex transactions with clarity, confidence, and a long-term perspective.

Everything we do centers around our clients' needs and goals. This is apparent from the outset of the relationship with each client of JRW as we lead with understanding our clients' needs, goals, financial situation, and tax exposure before we ever make a single recommendation. For us, this is common sense. It is only on this foundational understanding of our clients that truly sound investment recommendations can be made.

We put every 1031 exchange investment offering we can find, as well as select Value-Add real estate investment opportunities, through a uniquely rigorous due diligence process—examining the industry, market, submarket, business model, historical performance, financial statements, sponsor, competition, investment assumptions, cash flow, particular risks, and debt-service coverage ratio for each offering. Due to our extensive analysis and high standards, we typically only approve a mere 10% of available investment offerings, and even then only 3%-5% is included in our preferred investments list. The remainder are placed on our watch list.

For more information, call JRW Investments at (877) 579-1031 or email them at clientservices@jrw.com.