Why Consider a Delaware Statutory Trust for Your 1031 Exchange
Tuesday April 27, 2021 6:30pm-8:00pm
Tax-deferred 1031 Delaware Statutory Trusts have become increasingly popular with passive real estate investors seeking tax savings, fractional ownership of institutional-grade property, and improved monthly income potential. If you have plans so sell your highly appreciated investment property and are considering a 1031 Delaware Statutory Trust replacement property, join us online to learn about DST Sponsors, how DSTs are structured, IRS rules, the due diligence process, and how DST real estate is acquired, managed, and made available to individual investors.
Speaker Bio
The class will be taught by Austin Bowlin, CPA – Partner at Real Estate Transition Solutions. Austin leads the firm’s team of licensed 1031 Exchange Advisors and provides consultation on tax liability, deferral strategies, co-ownership arrangements, legal entity structuring, replacement property options, and Delaware Statutory Trust investments. Austin is a graduate of the Gonzaga University School of Business and holds Series 22 (Direct Participation Program Representative), 63 (Uniform Securities Agent State Law), and 65 (Uniform Investment Advisor Law) licenses.
About Real Estate Transition Solutions
Real Estate Transition Solutions is an advisory firm specializing in tax-deferred 1031 Exchange strategies, Delaware Statutory Trust investments, and fractional replacement property options. For over 20 years, we have helped investment property owners perform successful 1031 Exchanges by developing and implementing well planned, tax-efficient transition strategies carefully designed to meet their financial & lifestyle objectives. Our team of licensed 1031 Exchange Advisors will guide you through the entire Exchange process and help you select and acquire 1031 replacement properties best suited to meet your goals. To learn more about Real Estate Transition Solutions, visit our website at www.re-transition.com/rhaor.
ZOOM INVITE WILL GO OUT TO THE EMAIL ADDRESS PROVIDED ON THE DAY OF THE CLASS
25.00 Member/$45.00 Non Member Register before end of business on
Friday, April 23, 2021 for a $5.00 discount
1 continuing education credit available
Register below or call the office at 503-254-4723 to register after 5:00pm the day before the class.
IMPORTANT INFORMATION This is for informational purposes only, does not constitute as individual investment advice, and should not be relied upon as tax or legal advice. Please consult the appropriate professional regarding your individual circumstance. Because investor situations and objectives vary this information is not intended to indicate suitability for any individual investor. There are material risks associated with investing in DST properties and real estate securities including liquidity, tenant vacancies, general market conditions and competition, lack of operating history, interest rate risks, the risk of new supply coming to market and softening rental rates, general risks of owning/operating commercial and multifamily properties, short term leases associated with multi-family properties, financing risks, potentially adverse tax consequences, general economic risks, development risks, long hold periods, and potential loss of the entire investment principal. Potential cash flows/returns/appreciation are not guaranteed and could be lower than anticipated. Diversification does not guarantee a profit or protect against a loss in a declining market. It is a method used to help manage investment risk. DST 1031 properties are only available to accredited investors (typically defined as having a $1 million net worth excluding primary residence or $200,000 income individually/$300,000 jointly of the last three years; or have an active Series 7, Series 82, or Series 65. Individuals holding a Series 66 do not fall under this definition) and accredited entities only. If you are unsure if you are an accredited investor and/or an accredited entity, please verify with your CPA and Attorney. This article was collectively authored by Austin Bowlin and a paid third-party firm. Real Estate Transition Solutions offers securities through Concorde Investment Services, LLC (CIS), member FINRA/SIPC. Advisory services through Concorde Asset Management, LLC (CAM), an SEC-registered investment adviser. Real Estate Transition Solutions is independent of CIS and CAM. Real Estate Transition Solutions offers securities through Concorde
All educational classes/seminars are open to members in good standing and the general public. A member in good standing may register and pay for an invited guest at the member rate for the educational class. General public must pay at the time of registration and at the non-member rate. To qualify for the early bird registration rate you must have your registration into the RHA office no later than 4:59pm on the listed early registration date in the advertising for the event. Deadline for refund/credit or cancellation of registration is up until 48 hours prior to the date and time of the class/seminar, up until 48 hours prior you will be refunded 100% of the cost to attend. If a registered guest/member does not cancel and/or does not show to the scheduled class/seminar then the registered guest/member will be required to pay the full amount of the class/seminar. All registrations are non-transferable. Currently all classes are in Zoom meeting format. RHA Oregon is not responsible for attendee’s inability to log into Zoom meeting. The Zoom invite will go out as an email to all those registered. Please check your spam folder email settings to make sure you receive the email invite. RHA is not responsible for lost or spammed emails.
