Smart Selling Strategies: Compare Your Options and Preserve Income

Choosing the right exit strategy when selling your investment property is a critical decision that can significantly impact your financial future.
In this insightful webinar, we'll explore three common exit options: Fee Simple, Delaware Statutory Trust (DST), and cashing out.
You'll gain a clear understanding of how each choice affects your 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.
If you’ve been thinking of selling your rental property but are concerned about taxes and timing, this webinar will provide crucial information and teach you how to eliminate capital gains taxes using a 1031 Exchange.
Selling investment properties can expose you to up to 42.1% in tax liabilities, which could drastically affect your outcome.

This webinar equips you with tools to calculate your tax liabilities and introduces strategies to help you defer and potentially eliminate these taxes through 1031 Exchanges.
The session also includes a demonstration of free tools and resources to guide your sales and Exchange strategies.

Join our FREE live webinar to explore real 1031 Exchange strategies and how to transition using Delaware Statutory Trusts (DSTs).

Hosted by 1031 Exchange expert Austin Bowlin, this webinar will cover:

• Discover tax impacts of Fee Simple, DST, and cash-out scenarios.
• Compare options for long-term wealth-building
• Leverage DST’s passive income potential and benefits
• Explore free tax-planning tools and resources
• Learn strategies to maximize passive income and apply 1031 Exchange strategies
• Understand the due diligence process and the offering memorandum
• IRS rules and timing: How to eliminate capital gains tax for you and your heirs
• Explore the many untapped advantages of a 1031 Exchange beyond just tax deferral

A Delaware Statutory Trust (DST) is a legal entity sanctioned by the IRS that allows you to hold title in real estate.
DSTs qualify as “like-kind” property, enabling you to defer capital gains taxes under Section 1031.
Investing in a DST offers passive income, diversification, and freedom from property management.

Real Estate Transition Solutions (RETS) is a consulting firm specializing in 1031 Exchange strategies and DST investment property.
For over 26 years, RETS has helped property owners execute successful 1031 Exchanges through carefully designed, tax-efficient transition plans.

This is a basic to intermediate-level discussion covering investment options in both commercial and residential rental properties.
Come armed with your 1031 Exchange-related questions and gain an edge through wealth-building tax-deferral strategies.

IMPORTANT DISCLAIMER:
THE INFORMATION PROVIDED DURING THIS WEBINAR IS FOR GENERAL INFORMATION PURPOSES ONLY.
NO LEGAL OR TAX ADVICE IS BEING GIVEN. LAWS AND REGULATIONS MAY CHANGE.
ALWAYS SEEK TAX AND/OR LEGAL ADVICE FROM A LICENSED PROFESSIONAL.

IMPORTANT INFORMATION:
The content is for educational purposes only and does not constitute an offer to buy/sell securities.
Offers are only made via a Private Placement Memorandum (PPM) to accredited investors.
Examples are illustrative and not guarantees of future results.
Investing in real estate involves risk, including loss of principal, illiquidity, and tenant issues.
Consult your own advisors to determine if these investments are right for you.

DST 1031 properties are available only to accredited investors (net worth over $1M excluding primary residence) and accredited entities.
Verify your status with your CPA or Attorney.

Securities offered through: Aurora Securities, Inc. (FINRA/SIPC member)
Advisory services offered through: Secure Asset Management, LLC (registered investment advisor)
RETS is independent of ASI and SAM

Panelist:

Austin Bowlin, CPA, Chief Exchange Strategist and Partner at Real Estate Transition Solutions
Austin leads RETS' team of licensed 1031 Exchange advisors and analysts.
He advises on tax liability, deferral strategies, legal structures, co-ownership, and DST investments.
Graduate of Gonzaga University School of Business.
Licensed 1031 Exchange Advisor (FINRA Series 22, 63, 65).
Serves on the Board of Directors for the Northwest Avalanche Center (NWAC) and the Washington Policy Center’s Young Professional Group.
Frequent speaker for real estate media and associations.

Moderator:

Daniel Yukelson, AAGLA Executive Director
Certified Public Accountant, formerly with Ernst & Young.
Served as CFO of Premiere Radio Networks (I-Heart Media) for 12 years and CFO of Oasis West Realty for 3 years.
Involved in the development of the Waldorf Astoria Beverly Hills.
Former Planning Commissioner and Public Works Commissioner for the City of Beverly Hills.

A Featured Presentation By:

Real Estate Transition Solutions (RETS)
Specializing in 1031 Exchange strategies and DST investment properties.
Helping property owners for over 26 years.
Get guidance on selecting and acquiring passive management replacement properties.
Visit: www.re-transition.com/aagla
Call: (866) 352-3354

Title Sponsor:

SoCalREN – Energy efficiency incentive program for multifamily properties.
Currently offering rebates covering up to 80% of central gas water heater upgrades.
Program ends December 31, 2024 – act now to receive incentive dollars and bonus funds.
Visit: https://socalren.org/

Webinar Registration Ticket Price:

Member Ticket: $0.00
REGISTRATION ENDS: November 19, 2024

Featured Presentation By:

Real Estate Transition Solutions (RETS)