Are you interested in learning how you can sell your investment/rental property, defer taxes, and transition to earning 100% passive income?
If so, this upcoming 1031 Exchange & Delaware Statutory Trust (DST) Lunch & Learn is the perfect opportunity to get informed.
You’ll learn how DSTs can help real estate owners:
* Defer capital gains taxes through a 1031 exchange
* Transition from active management to truly passive income
* Preserve wealth and create more predictable cash flow
* Access institutional-grade real estate opportunities
Who Should Attend:
* Real Estate Investors
* Commercial & Residential Real Estate Agents
* Qualified Intermediaries
* CPAs, Tax Preparers & Enrolled Agents
* Estate Planners & Real Estate Attorneys
* Anyone working with high-net-worth property owners
Guests welcome. Invite a client, colleague, friend, or family member.
Lunch & Learn Date:
📅 October 29th – 11:30 a.m.
📍 3333 Bristol St Suite #2802, Costa Mesa, CA 92626, United States
🍽️ Lunch will be provided
Would you like us to reserve you a spot?
👉 Learn more and RSVP at DSTlunch.com (https://dstlunch.com/)
Investments in DSTs and real estate securities involve risks, including loss of principal, illiquidity, and no guarantee of income. Past performance does not guarantee future results. Individual tax situations vary; consult your tax advisor.
Ashley Romiti is a Registered Representative of Realta Equities, Inc. and an Investment Advisory Representative of Realta Investment Advisors, Inc. Neither Realta Equities, Inc. nor Realta Investment Advisors, Inc. is affiliated with Perch Wealth. Investment Advisory Services are offered through Realta Investment Advisors, Inc., a US SEC Registered Investment Advisor, and securities are offered through Realta Equities, Inc., Member FINRA/SIPC, 1201 N. Orange St., Suite 729, Wilmington, DE 19801.
