Mastering the 1031 Exchange: DSTs, Passive Income, and Wealth Preservation

Are you looking to defer taxes, eliminate active property management, or protect your family's financial legacy?

Join us for an insightful evening with Ryan Edde, a seasoned Wealth Advisor and 1031 & DST Specialist, as we dive deep into the world of tax-efficient alternative investments. With 26 years of experience in financial services—including corporate and investment banking at Wells Fargo—Ryan specializes in helping families and business owners navigate the complex transition of appreciated assets.

Drawing from his unique background raising on a commercial fishing boat and family farm, Ryan understands firsthand the challenges of succession and legacy. He will guide us through strategies designed to defer capital gains, improve cash flow, and simplify your life by moving from active management to turnkey institutional solutions.

Key Topics of Discussion:

• 1031 Mechanics: Practical applications for deferring capital gains tax.
• Delaware Statutory Trusts (DSTs): Fundamentals, benefits, and potential risks.
• Passive Ownership: How to step away from the "Three Ts" (Tenants, Toilets, and Trash) using institutional real estate solutions.
• Portfolio Strategy: Potential for income, appreciation, and diversification.
• Legacy Planning: Estate planning benefits and protecting what you’ve built.
• Real-World Application: A look at actual case studies to see these strategies in action.